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PetDesk Best Practices
PetDesk CSR Best Practices Schedule Requests in Needs Attention: Requests and Cancellations will come through your Needs Attention tab. Respond to requests by the end of each business day.  *When a request comes through PetDesk, it is only...
PetDesk App Flyer
General PD Flyer (dog photo).pdf
PetDesk Scheduling a Requested Appointment
Scheduling a Requested Appointment: Every item in your “Needs Attention” tab….needs attention!  It includes cancellations, appointment requests, and medication refill requests. Any item with a red bar (Morgan) is a cancellation (see PetDesk Be...
PetDesk - Two-Way Texting: Best Practices
*Not all locations have this feature enabled, it is an added cost. Please reach out to Jeff Tandy ( jeff.tandy@wellhaven.com ) if your location is interested. Two-Way Texting: Best Practices What is it? The ability to have a back and forth ...
PetDesk - Working The Compliance Report
Compliance What is it: A tab in the PetDesk dashboard. It providers a list, updated weekly, of pets that have fallen out of compliance: They are past due for a service. Best Practice: Call or digitally message the clients on the list to: Get...