Add pet parents as new clients either by creating their profile for them or by inviting them to create one themselves.

To add a client manually or to send an invite click on Clients > Add new client


To create a client profile without sending an Invite to the client, make sure the "Send invite link" checkbox is unchecked.



You may choose to send an Invite so your client can click the link in the email and sign up. In that case either leave the 'Send invite link' checked or click on 'Invite a client' button in top right.

Should you choose to fill out the client form and send the invite link, the client's sign up form will be pre-filled out.

Mass Client Invites

We (optionally) initiate a mass invitation process, guiding your clients to your new pet portal with the information that has been imported.

If there's information missing, clients will be guided to fill those gaps in their information and be able to get started in their pet portal. This approach significantly saves you valuable time. If you're interested in taking this popular step, please contact your Easy Busy Pets rep, or email us at to get started.