We've created a quick process for switching between your current manager login view and a sample pet owner view. This eliminates the need to log in and out when testing any of your new settings.

Note: We recommend you go through our suggested checklist of onboarding tasks before setting up a test client.

 

Setup A Test Client

To set up the process, follow these steps, which you'll only need to do once:

  1. Log in and navigate to "Clients" on the left-hand menu.

  2. Choose "Clients" from the pop-up options.

  3. Click the "+Add new client" button.

Click the "Invite a Client" button:

In this crucial step, you will be self-inviting:

  1. You are free to choose any name for the pet owner.

  2. Ensure to use your business account email, the same one you use to log in to your manager account on Easy Busy Pets.

  3. Click the "Invite" button.

Finally, click "Accept" button as illustrated below:

Important Note: This experience is different from the standard customer invitation process, as these views are unique due to self-invitation.

Switching to Client View 

If you are currently logged in as the manager:

  1. Open your "My Account" window.

  2. Confirm that you are logged in as the Manager.

  3. You will see the option to switch to the "Pet Owner" account.

Easy Busy Pets will automatically re-log you into your account as a pet owner client.

Who is this client specifically? It's the one that you setup initially using the steps at the beginning of this article.

Notice that you didn't have to logout of your manager account, and consequently login to this pet owner account. Those steps were skipped saving that time.

 

Switching to Manager View 

If you are currently logged in as the client:

  1. Open your "My Account" window.

  2. Confirm that you are logged in as the Client.

  3. You will see the option to switch to the "Manager" account.

You didn't need to log out of your pet owner account and then log into the manager account; these steps were skipped to save time. After re-logging you into your Manager account, you'll be redirected to the dashboard.