Skip to main content
All CollectionsClients & Pets
Adding client and pet information
Adding client and pet information
Lou avatar
Written by Lou
Updated over a year ago

If you are moving from another software come through our chatbox to speak with a member of our team and we can advise you on data upload.

If you are moving from pen and paper or starting afresh, we can provide a spreadsheet for you to complete for a faster upload.

Alternatively, if you go for our Extra plan, you can invite your clients to complete all their own and their pet’s details via our customer portal or customer mobile app. A fast and easy way to get your Savvy all set up.

There is also the ability to send a new customer form to a customer, and they can add in their details which are saved directly into Savvy.

Did this answer your question?