Practices may manually award points for a special reason—a referral program, making good after a negative experience, transferring or losing pet ownership, or as a bonus to outstanding clients. Just paw through the PetDesk Communications dashboard to quickly fetch these details.
To conveniently view a specific client's account, we now have Global Search
In addition to going to the Clients & Pets page and restarting your search, Global Search allows you and your staff to quickly locate the right record directly from the search bar on every page.
Top results appear instantly, allowing you to access client or patient records without interrupting your workflow.
How To:
- Enter search information into the global search bar by first clicking on the magnifying glass
- Enter any client information, from phone number to name, and the top matching results appear immediately
- Results show client and patient matches
- You can also choose View All Results to open the full search results page in Clients & Pets
- Clicking a result takes you directly to the correct client or patient detail on the right side of the screen
- Click on the name, and it will take you to the full profile in Clients & Pets
Once located:
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Click the Show Rewards button to the right of their name to view the client's loyalty history
- Just below the recent loyalty history, click "Give [custom clinic reward name]"
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Enter the points you'd like to award and an applicable reason/description
- This note is displayed in the client's PetDesk app
- Click the purple Add button to the right, and you're all set!
If you'd like to remove points, contact PetDesk Product Support.
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