Task Library
How Do I…?
Type what you want to do, or tap a category. Each card opens a short, friendly guide, a training lesson, or a quick FAQ answer.
Reply to a new puppy inquiry
When a family asks about a puppy, here's how to write them back.
Announce a new litter
Share the happy news with families waiting for puppies.
Mark a puppy as reserved
Keep your list accurate when a family puts a deposit down.
Update dog photos
Swap in fresh photos so your site always looks current.
Send a contract for signature
Send your agreement and get it signed without printing anything.
Change my prices
Update what you charge — on your site or in your contract.
Reply to texts from my phone
Text families right from the LeadConnector app.
See who booked a call
Find upcoming appointments in a couple of taps.
Your Inbox: Where Every Message Lands
Texts, emails, and applications all show up in one place.
Know the Moment a New Application Arrives
Turn on alerts so you never miss a new puppy family.
Replying to a Puppy Inquiry
Answer by text or email from your computer or phone.
Saved Replies (Snippets): Stop Typing the Same Answer Twice
Save your answers to common questions and send them in one click.
Starring and Marking Messages
Keep track of families you need to follow up with.
Finding a Family and Their Application
See everything about one family in one place.
Reading and Saving a Family's Application
Open the full answers and keep a copy if you like.
Adding a Family by Hand
For people who called or met you in person.
Adding Notes About a Family
For example, 'Wants a female, picking up in December.'
How Families Book a Call With You
Share your link and let families pick a time that works for both of you.
Seeing and Changing Your Appointments
Find upcoming calls and reschedule if you need to.
Setting the Days and Times You're Available
Decide when families can book you.
Adding a Puppy to Your System
Add each puppy so you can keep track of them.
Matching a Puppy With Their New Family
Link a puppy to the family who reserved it, so you can see which puppy belongs to which family.
Sending a Puppy Contract for E-Signature
Send your agreement and get it signed without printing anything.
Using Your Contract Template
Change the words and signature spots in your contract.
Connecting Your Payment Account
Connect your account so you can take deposits and payments.
Sending a Deposit or Balance Invoice
Send an invoice for a deposit or a balance.
Sending a Quick Payment Link
Great for deposits — no invoice needed.
Uploading Your Dog and Puppy Photos
Add fresh photos so they're ready to use on your site.
Making a Quick Change to Your Website
Change a word or swap a photo in a couple of taps.
Announcing a New Litter on Your Website
Update your Puppies page with the litter, dates, and photos. Concierge clients can book a tech call instead.
Updating Your Website With AI
Describe the change in plain words and let AI Studio help.
What Your System Does for You Automatically
Thank-you messages, notifications, and follow-ups.
How to Tell It's Working, and When to Call the Tech Team
Look, but don't edit. Our team keeps these running for you.
Changing Your Plan
How to move between Guided and Concierge, and what changes when you do.
Pausing or Canceling Your Plan
Take a break or step away — we'll keep it simple and kind.
I can't log in. What do I do?
Use "Forgot Password" on the login page. If you still can't get in, contact the Tech Team and we'll reset it for you.
Which app do I download on my phone?
Download the LeadConnector app from the App Store or Google Play, then log in with the same email and password you use on your computer.
I'm not getting notifications.
Open the LeadConnector app, go to Settings, and make sure notifications are turned on. Also check that your phone allows notifications for the app.
Where do puppy applications show up?
In Conversations, and on that family's contact record under Contacts.
Why didn't my text message send?
Texting must be fully approved on your business phone number. If a text fails, contact the Tech Team and we'll check your number's status.
Can families text my business number?
Yes. Their texts land in your Conversations inbox, just like email.
Will families see my personal cell number?
No. Messages go out from your business number in the system.
My website change isn't showing.
Make sure you clicked Publish, then refresh the page. If it still doesn't show, contact the Tech Team.
How do I add a new litter to my website?
See the training lesson "Announcing a New Litter on Your Website." Concierge clients can send their litter info to our team.
My form isn't sending.
Send yourself a test, then check your spam folder. If it still doesn't arrive, contact the Tech Team.
How do families book a call with me?
They use the booking link on your website, or one you send them. The appointment shows up in your Calendars.
How do I send a contract?
See the training lesson "Sending a Puppy Contract for E-Signature."
How do I add someone else to my account?
Contact the Tech Team with their name and email, and we'll set up their login.
How do I change or cancel my plan?
See the "Your Account and Plan" lessons in Training.
When is the Thursday Training Call?
Every Thursday at 10:00 AM Pacific. Join on the Get Live Help page.
Still stuck?
Don't spend an hour guessing. Real people are ready to help — pick whichever feels easiest.