Helping Customers Register While They’re Still on the Phone
For Megan at Muddy Mutt Adventures in Bristol, a phone enquiry was often the first step towards arranging pet care. But some customers weren’t in a position to complete online registration during the call.
Older customers sometimes preferred help over the phone, while people calling from work often had limited time.
Using TailPro, Megan could create customer accounts on their behalf and let them complete the remaining information later.
Her reported experience was that this helped enquiries progress to registration rather than going cold.
About Muddy Mutt Adventures
Muddy Mutt Adventures is a Bristol-based pet care business managed by Megan.
Telephone conversations are an important part of how she handles customer enquiries. They give customers an opportunity to discuss their requirements directly, particularly when they prefer personal assistance or cannot spend time completing an online form.
Megan needed a way to accommodate these customers without making registration unnecessarily difficult.
The Challenge: Interested Customers Couldn’t Always Register Straight Away
A customer could phone Muddy Mutt Adventures, discuss their pet care requirements and be interested in arranging a service, yet still finish the conversation without registering.
For some older customers, completing an unfamiliar online form independently was an obstacle. Others were calling during working hours and needed to return to their jobs.
Asking them to register afterwards added another task to an already busy day.
That created a risk: an interested caller might never get around to completing the process.
Megan needed to help customers begin registration while they were already speaking to her, without asking them to provide every detail immediately.
Why Megan Needed a Different Approach
Leaving registration entirely to the customer after the call wasn’t always practical.
Megan needed to accommodate different levels of confidence with online forms and different amounts of time available.
The aim wasn’t to remove online registration. It was to give customers another way to begin, then let them finish the process themselves when convenient.
That is where TailPro’s administrator-created customer accounts became useful.
The Solution: Creating Customer Accounts During Telephone Enquiries
Megan used TailPro to create customer accounts on behalf of callers rather than requiring them to register independently from the beginning.
TailPro allows authorised administrators to add customers directly through its customer management area.
An administrator can enter the customer’s details, including their name, email address and contact information, and create an active account.
The customer can then access TailPro using their registered email address and a one-time passcode, without needing to create a password.
This provides a way for customers to continue completing their information after the initial conversation.
For Megan, the key advantage was being able to help a customer get started while their enquiry was still fresh.
The caller could receive assistance with the first stage and complete the remaining information later.
TailPro explains the administrator workflow in its guide to creating customer accounts.
Keeping Customer Registration and Pet Approval Separate
Creating a customer account is only the first stage of preparing someone to make a pet care booking.
Customers also need to complete their pet profiles, including the information required for the services they wish to use.
TailPro allows administrators to review submitted pet information and approve or reject profiles before customers proceed with bookings.
This means a business can help someone begin registration without bypassing the checks needed for pet care.
The process is explained in TailPro’s pet profile approval guide.
The Results: Fewer Enquiries Left Waiting for Registration
Megan’s reported experience was that creating customer accounts during telephone conversations helped convert enquiries that might otherwise have gone cold.
Instead of ending a call with instructions to register from scratch, she could help customers take the first step immediately.
Customers who preferred assistance could receive it, while those short of time could return to their accounts later.
The improvement was practical: registration could begin during the conversation without requiring every detail to be completed there and then.
No measured conversion rate or increase in confirmed bookings has been provided, so the outcome is best understood as Megan’s reported experience rather than a quantified result.
What This Meant for the Business
For Muddy Mutt Adventures, assisted registration provided another way to accommodate customers’ circumstances.
It helped Megan deal with enquiries from people who were interested in pet care but couldn’t conveniently complete the entire registration process themselves.
It also meant the initial conversation could lead directly to a customer account, with the remaining information completed afterwards.
The business could offer personal assistance without abandoning online customer records or pet profile checks.
What Other Pet Care Businesses Can Learn
Megan’s experience illustrates an important distinction: a customer who cannot complete registration immediately is not necessarily uninterested in booking.
For dog walkers, groomers, pet sitters and other pet care businesses, creating customer accounts on behalf of callers can make registration more accessible.
The aim is to help customers get started while keeping the information and approval checks needed for safe, organised pet care.
For practical advice, see Make Pet Care Customer Registration Easier Without Losing Control.
Make It Easier for Customers to Get Started
TailPro helps pet care businesses create customer accounts, manage pet information and support customers through registration.
Explore TailPro to see how it could work for your business.
