Customers
Viewing Customers with Outstanding Balances
You can configure PetLinx to display a list of customers with outstanding balances (i.e. who are in debt to your business) when it starts, to enable you to follow up overdue payments. To enable this, tick “Show Customers With Outstanding Balances” in ...
Searching for a Customer
In the Menu (search by name) Above the Customer/Pet List, click in the field labelled “Enter text to search”. Start typing any part of the customer’s name, and any customers matching will be shown. To search for all customers including those with a ...
Editing a Customer
In the Customer Flyout Locate the customer in the Customer/Pet List or search for the customer. Once found, double click or hit the ENTER key to open the customer flyout. Click Edit in the top right corner of the flyout to open the Customer form. ...
Deleting a Customer
Follow these steps to delete a customer and any of their associated data such as pets and bookings. Please note that you are only able to delete customers that do not have transactions raised against them: Locate the customer in the Customer/Pet List ...
Adding a new Customer
In the Menu Click the New Customer button at the top of the menu. Enter the customer’s contact details and any other information as required; the minimum information you need to enter is the customer’s last name. You can add your own customer ...