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In your pet business you might want to group your clients in different ways:
perhaps you need to identify clients who belong to different groups for marketing purposes or
perhaps you need to identify clients who live in a geographical area or
perhaps you need to charge groups of clients different amounts for the same service. Example - you increase the price of your home boarding service but you have a handful of regular clients who you want to remain on the old price.
The client types feature can be used for the automatic calculation of special charging rates using charge conditions that are applied to a client type.
You can also see a worked example of How to Use Client Types to set up Special Charge Conditions.
You can also use this feature for the automatic calculation of special pay rates for staff using compensation conditions that are applied to a client type.
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How to set up a new client type.
How to edit a client type.
How to delete a client type.
How to apply a client type to a client record.
See how to use a client type to set automatic pricing for certain clients.
See how to use a client type to set pay rates for your sitters.