Comprehensive Client Profiles
One location to store all client information, built to quickly and easily access and navigate from anywhere (including via the native iOS and Android apps). Your team's ability to manage and grow relationships with your clients is proportional to their knowledge of the client's experience with your business. BusyPaws accelerates your staff's knowledge acquisition.
- Access and store client-specific information including: Invoices, Bookings, Pets, Service Credits, Report Cards, Completed Forms, Documents, and more.
- Add notes and attach documents to communicate critical information among your team.
- Securely store payment method information for future authorized charges.
- Tag clients and pets with custom labels for quick identification of special needs or warnings.
- Customize client-level data attributes to collect, store, and segment clients to match profiles to your process data requirements like vaccinations and emergency contacts.
Conversational Messaging (Email and SMS)
Unify conversations across multiple channels and ensure you never lose track of where the client is in their journey. Native email and SMS support allows you to send and receive messages in-app, and using the iOS or Android app receive push notifications when a client responds.
- Built-in email and SMS messaging encapsulated within message threads for continuity.
- Support for custom email sending domains to unify branding.
- Account-specific SMS-enabled phone numbers assigned with local area codes so your clients recognize your brand. (Carrier rates appy)
- Send messages to one client via their profile or the messaging center, or multiple clients all registered to the same booking.
- Years-long messaging history and modern email standars compliant sending resutls in high deliverability rates (99%+).
Automated Notifications (Email and SMS)
While not all process can be automated and a human touch is the most valuable in communications, many notifications can be automated while still meeting your clients expectations.
BusyPaws has several triggers for notifications, all of which can be customized to match your brand voice.
- Among others, customize notifications for: Booking Reminders, Booking Follow-Up, Booking Cancellations, Invoice Reminders, Memberships, Credit Expiry, Unfilled Forms, Vaccine Expirations, Pet Birthdays, etc.
- Personalize templates with dynamic content like client and pet names.
- Configure frequency and timing and avoid communication overload.
- Customize communications based on service rendered. Content for a client booking their pet for daycare may be different than a client booking training.
Modern consumers expect a smooth and modern onboarding process which quickly gets them from contact through to appointment. You require information to understand their needs and the needs of their pets.
Fully customizable forms enable your booking or webform process to collect infomation quickly, and obtain signatures if required, in a single modern process.
- Create custom forms using all standard webform input types and custom data fields.
- Create contracts and waivers and collect time-stamped signatures.
- Automatically save completed forms to client profiles, update profile information, and print copies to PDF.
- Configure reminders to ensure clients fill requested information.
- Integrate forms within the booking process, directly into your website, send by email, or send a link.
Client Segmentation
Segmenting your clients can help to reveal opportunities for revenue growth by identifying clients who may not have been contacted in some time, or who could benefit from services they're not currently using.
- Configure queries to interface with your BusyPaws client database to get a better understanding of your client's behaviors and which clients share traits.
- Use segments to tag clients and pets, or send automated messages with Email Campaigns.
- Real-time query interface allows you to export client data for use in external business processes.
Email Campaigns
Sending monthly newsletters or timed offers to select groups of clients is simple with built-in email campaigns. Custom branded to ensure a cohesive brand voice.
- Create multiple campaigns and send on a scheduled frequency, one time, or any time a client enters a Segment.
- Create custom client journeys with a combination of Campaigns and Segments to bring clients through a graduated progression of services, or to remain top-of-mind for future pet care needs.
- Configure HTML-based emails and see live previews. All messaging sent via BusyPaws-configured email servers achieving 99.9% deliverability and branded using your own custom domain.
Learning Management System (LMS)
Client education happens at every interaction with your business and team. Enhancing that with an LMS by creating guided courses, or individual lessons engages your clients in a new medium and opens the door to additional revenue streams or value-add.
- Create guided courses which contain any number of units and lessons.
- Lessons can contain videos, images, text and downloadable content.
- Clients can gain access to course content via Memberships, which can have one-time charges, charged at a regular frequency (weekly, monthly, etc.) or provided in-kind included as part of utilizing your services.
- Track a client's progress through the course via their client profile page. Lessons are automatically marked complete if they watch a video attached, making it easy for your team to follow up.
