Seven established PPC Labs features are now available to everyone. This release includes a guided client onboarding experience, custom tag icons, more secure password resets, clearer Auto Invoicing, and several everyday workflow improvements.
Communication Hub + Conversations has also joined PPC Labs as a separate opt-in feature for businesses using the Modern Interface.
Now available to everyone
Clients are guided through Profile, Pet, Form, and Billing sections with clearer completion indicators. Progress saves automatically, and clients can return to unfinished information without starting over. This makes it easier to collect the information your team needs before providing service.
Businesses can upload custom icons for Client Profile Tags, arrange tags in the order they should appear, and remove tags without disrupting existing assignments. Custom icons display in mobile app versions released in March 2026 or later. Square images provide the best results.
Businesses can send expiring, single-use password reset links that let clients and staff choose their own new password. Password fields also include an option to temporarily display the entered password, making typing mistakes easier to identify.
Auto Invoicing settings now use clearer terminology, including
Invoice by Status
and Every Other Day
. When a client has multiple groups of visits, each group is evaluated separately. One group that is not ready no longer prevents the client's other eligible visits from being invoiced. This also resolves an issue that could prevent Every Single Day
visits from being invoiced.Additional workflow improvements
- Formatting for Client Policies and Agreements adds text formatting to the Cancellation Policy, Visit Request Policy, and Client Agreements.
- Jump to Date in Table View makes it possible to jump directly to records for a selected date on supported date-based tables.
- Custom Message When Canceling and Confirming a Visit lets office staff include a custom message while canceling or confirming a visit.
Other Recent Improvements
- Recent Staff on client profiles now shows active staff first, keeps inactive staff available in a separate section, and lets office staff choose how far back to review completed services—from the last month through the last 10 years.
- Resources > Mediacan be filtered by Client Profile Tag, making it easier to find media associated with a particular group of clients.
- Businesses can choose the client-facing name used for Addons, so clients see the terminology that fits the business.
- The Clients page remembers the last client profile viewed.
New in PPC Labs:
Communication Hub + ConversationsCommunication Hub brings client and staff communication into connected Conversations using communication already captured by Precise Petcare. Office and care-team communication can be followed in one place, with views for communication that needs attention, scheduled messages, follow-ups, and hidden Conversations.
Communication Hub requires the Modern Interface and uses a separate PPC Labs opt-in. Clients keep their existing communication experience. Businesses can enable it at
Admin > Business Settings > PPC Labs
to test the new staff conversation experience and share feedback.