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Clients and dogs

Client & Pet Management for Groomers

Keep household contacts, dog profiles, haircut notes, photos and vaccination records together. Collect details before the appointment, review the dog’s history before the groom, and send a report card after checkout.

BeforeAfter

Waffles

Goldendoodle, 62 lbs

Rabies to Apr 2027
Loves the dryer, hates clippers near his pawsLast visit: ears trimmed short, keep it that way
Coat may be mattedReport card sent

Rabies, read off the photo

Expires Apr 2027

Current

Vaccination tracking

Sam did great today!

Photo and rebook link attached

Sent

Report cards

01

Client and household profiles

Store the client’s phone number, email, address, second number and alternate contact, with the household’s dogs attached to the same file. Vet contact details and dated staff notes stay on the client’s profile.

See upcoming appointments and past visits across the household. Open a dog’s profile for its individual care notes, grooming preferences and appointment history.

Dog profiles and care notes

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Each dog has its own breed, weight, birthday, vaccination dates, haircut notes and health information. Save a coat photo alongside a reference photo of the client’s desired look.

Keep handling details with the dog, including behavior flags, allergies, medications and notes from the team. Custom questions can add the information your salon needs to the profile.

Grooming and appointment history

Review previous appointments with the service, add-ons, groomer, appointment length and price. Cancellations, late cancellations and no-shows are identified in the history.

Before and after photos stay attached to the appointment. The dog’s profile also shows its next appointment and last completed visit, so the team can check when the dog was last groomed and what was booked.

Custom forms

Build forms question by question with short answers, longer notes, selection lists, dates, photos and signature fields. Choose which questions are required and whether the form applies to all services or selected services.

Use forms during online booking, text a form link to a client, or complete a staff form at the desk. Forms can be collected once or at every booking.

Choose where each section’s answers belong:

  • Client: household information shared across the client’s dogs.
  • Dog: details that belong on an individual dog’s record.
  • Visit: requests and information for that particular appointment.

Questions connected to profile fields can save details such as weight, haircut notes and contact information directly to the record. Completed forms remain available on the client’s file, with review and staff signoff options.

06

Vaccination tracking

Record rabies expiration dates and keep a photograph of the certificate on file. Certificate reading can suggest the expiration date for staff to check and save.

Add other vaccinations your salon requires and record their expiration dates on each dog’s profile. Missing and expired records are identified beside the vaccination name.

Turn on calendar warnings for rabies that is not current for the appointment date. You can also set a reminder lead time so clients receive a message before the recorded rabies certificate expires.

07

Groomer preferences and booking rules

Save a dog’s requested groomers or restrict bookings to the groomers who can take that dog. Requested groomers are offered first; a restriction limits who can be booked.

A dog can also be set to phone-only booking. Custom service lengths and prices can be saved for individual dogs when their appointments differ from the usual service settings.

At the client level, you can require a booking deposit or send online requests to manual review. Email and text appointment reminders can be controlled separately for each client.

08

Pre-groom briefs

Open a short brief from the appointment before the groom. It can summarize recent visits, handling flags, health and haircut notes, the client’s current requests and relevant staff notes.

Choose the topics and order your salon wants the brief to cover. The summary uses information already on file, including form answers collected for that appointment.

Build report cards with before and after photos, grooming notes, checklists, visit details and a link to book the next appointment. Different services can have different report card templates.

Fill in the card during the groom and save the draft on the appointment. Optional AI drafting can suggest text from the recorded visit details for the groomer to review and edit.

Text the report card after checkout, or turn on automatic sending at checkout using the saved draft.

10

Client and dog imports

Import client and dog records from CSV or Excel files. Use one combined file or separate client and dog files, then review the records before importing.

The preview identifies records already on file and highlights issues that need attention. For matched clients, the import can fill blank details and add new dogs.

Frequently asked questions

Can one client have several dogs?

Yes. Dogs share the household’s client record and contact information, while each dog keeps its own care notes, vaccinations, photos, booking settings and appointment history.

Can clients fill out forms before their appointment?

Yes. Client forms can appear during online booking or be sent as a link. Profile completion links also collect missing household and dog information.

Will regular clients have to repeat their intake forms?

Forms can be configured for one-time collection or every booking. Questions about a specific visit are collected for that appointment, while existing profile information is reused where applicable.

Can I track vaccinations other than rabies?

Yes. Add the vaccinations your salon requires and record an expiration date for each one. Missing and expired dates appear on the dog’s profile.

Can report cards vary by service?

Yes. Create different templates for selected services, with the questions, photos, checklists and visit details you want each card to include.

Can I see whether a client accepted the current booking policies?

Yes. The client’s profile shows recorded policy acceptance and indicates when the agreement relates to an older version of your policies.

See it before you pay for it.

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