Step 1: The Visual Inspection
Step 2: The Walk
Step 3: Review Petz Pack Service
Please briefly review these important topics to show your client you follow Petz Pack service standards. Also ensure that you are familiar with the Frequently Asked Questions so that you correctly represent the Petz Pack service.
Step 4: Have Vaccinations Been Uploaded?
If the client was not able to upload when they added their dogs, they were asked to bring vaccination records to meet and greet in order to be approved for home boarding. Use the search box below to verify successful upload. If your client has their records, walk them through how to attach them to their dog’s file.
Step 5: Approve or Flag the Dog
If the meet and greet went well, approve the dog in the system. If the meet and greet did not go well and you believe this dog unsuited for home boarding, please flag the dog. Only Petz Main will be alerted.
Step 6: Close the Sale
If the meet and greet went well. Ask the client if they would like to lock in their dates. There’s no action needed, they are all set.
An open yellow circle indicates this dog has not had a meet and greet. The client will see this status on their profile, so please update after each meet and greet.
Clicking once will toggle the open circle to a green check mark, indicating a successful meet and greet. The client will see a custom message on their profile that shows they’ve completed the meet and greet step.
Clicking once more will toggle the check mark to a red ‘x’ which routes the dog to Petz Main for a secondary behavior analysis. The client will not see this action nor will it reflect in their dog’s profile.
The icons you see next to the dog are toggle buttons. Click once to toggle to the next status which is approved. Please allow the page time to refresh before moving to the next desired state. Clicking again will route the dog Petz Main for a secondary analysis.
Not all behaviors are observable during the meet and greet such as severe separation anxiety. If you observe a behavior that makes you believe this pup is unsuitable for home boarding, please update the status to ‘rejected’ immediately so we can perform a behavior analysis before the client attempts to book again. Petz Main will handle client awareness.
It happens. Petz Main would like an opportunity to analyze the dog in this case as we may still be able to find a solution for this pup. Instead of locking in the dates with your client, please gently close the discussion by telling them Petz Main will be in contact for the next steps.
Instruct them to log in to their account. They should open their Dashboard Menu and look for the “Manage My Dogs” option. From there, they will see their dogs with a link to ‘view/edit’ above their dogs profile picture. They should click there and search for the vaccinations upload element.
Please try using only one of the client’s name (either first or last). Sometimes using both has unexpected results. Also search on the most unique name. If the client’s name is Ember Smith, try searching on Ember only. Ensure your spelling is correct.