Course curriculum

  • 1

    Start of Day

    • Daycare List

    • Creating Invoices

    • Checking yesterday's receipts and reconciling the bank

    • Start of Day Quiz
  • 2

    New Clients

    • Adding a customer to QuickBooks

    • Sending PADS

    • Eversign forms

    • Creating a Paw Partner account

    • Colour codes

    • New Clients Quiz
  • 3

    Points Of Contact

    • Phone

    • Email

    • Broadly

    • In person

    • Social Media

    • Points of contact Quiz
  • 4

    Pipedrive

    • How to add a new client

    • How to search an existing client and add a new deal/find an open deal

    • Adding products

    • How to use templates/edit them as needed

    • How to win/lose a deal

    • Creating a new task/follow up

    • When to lose a deal vs when to keep

    • Pipedrive Quiz
  • 5

    FAQs

    • Boarding refund/cancellation policy

    • Vaccines requirements

    • Neuter/Spay requirements

    • Additional services

    • Daycare packages - the different options

    • FAQs Quiz