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• Video: Overview of the Onboarding Calendar

  Onboarding Calendar Overview for Pet Care Plans 🐾 - Watch Video

• Video: Overview of the Dashboard

  Overview of the Dashboard - Watch Video

• How to Install and Set Up the Desktop App

    Your IT Administrator may install the Desktop App on your behalfDownload th...

• Enrolling a Pet in a Plan from the Dashboard

  To enroll a pet in a plan from the dashboard: From the Candidate Communicatio...

• How to Send a Wellness Plan from the Plan Summary Page or the Dashboard

  Send a Wellness Plan from the Plan Summary page:Once you pick a pet from the ...

• How to Update a Client's Payment Method in the Dashboard

  To update a client’s billing information: Select the Billing tab.   Click t...

• Steps to Cancel a Pet's Care Plan

  There are a variety of reasons a client may need to cancel their pet’s Care P...