Registering new customers and dogs

This guide provides step-by-step instructions for registering new customers and dogs in Kennel Max.

It covers the process of adding customer information, adding dog information, managing vaccines, adding emergency contacts, and adding vet information.

Following this guide will ensure accurate and efficient registration of new customers and their dogs.

1. Navigate to https://app.kennelmax.com/customers

2. In the side navigation, click "Customers"

3. Click "Add customer"

4. Fill out the form with the customer information

5. Click "Add"

6. Right after registering a new customer, you will notice the options to complete the customer profile by adding:

• Dogs
• Emergency contacts
• Vet details

Select the three dots icon to add the information for each section

7. To register a new dog to a customer, click "Add new"

8. Click this text field.

9. Type "Basil"

10. Click this dropdown.

11. Fill out the form with the dog information

Alert: Writing notes in this field will trigger an alert during the booking process, notifying the staff that a dog has allergies.

Tip: If a dog has no allergies, please leave this field empty

12. Only add information in the allergies field, if a dog has allergies

13. Add some notes about the dog if needed

Alert: When a dog is marked as deceased, the system will not send birthday wishes or vaccine expiration notifications.

14. Select "NO" for deceased

15. Click "Add"

16. Let's add some vaccines to the dog.

17. In Pet Vaccines, click the 3 dots icon, and select "Manage vaccines"

18. Click "Add vaccine"

Alert: If you need to add or edit a vaccine, and admin needs to enter or edit the information in the "Admin Dashboard section".

Tip: How to add or modify vaccine information: Resources: Managing vaccines

19. Choose a vaccine from the list

20. The vaccine's expiration date

21. Add as many vaccines you need, and then click "Update"

22. Click "Update"

23. Click "Back to Basil" in this case to go back to the dog's profile.

24. In the dog profile, you'll notice that we've already registered the following information:

• Customer information
• Pet vaccines

25. Click this icon.

26. Let's add some extra information to the customer profile. Click "Go to customer details"

27. To add Emergency contacts, Click "Add new" in the emergency contact section

28. Fill out the form as needed

29. Click "Add new emergency contact"

30. To add some vet details, click "Back to customer"

31. In the vet details section, click "Add new"

32. Click this text field.

33. Fill out the form with the vet details

34. Click "Add new vet"

35. In the side navigation, click 'Customers' to view a list of all registered customers

36. In the side navigation, click 'Dogs' to view a list of all registered dogs

37. Click "Details" to see details about a dog or customer and edit them as needed

Tip: Kennel Max is free for up to 10 active customers

38. For more information about dog daycare & boarding software, please visit kennelmax.com