Add a client and their dogs
Tap + on the Clients tab, fill in their details, and add each of their dogs. Always pick the address from the suggestions.
Tap the + button on the Clients tab, then fill in their name, phone and address and add each of their dogs.
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Open Clients and tap +. "Import from contacts" pulls their details off your phone.
- 2
Type the address and pick it from the suggestions that appear.
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Add a pet: name, breed, temperament, Behaviour notes, and Health & allergies.
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Save. Tap Edit later to change anything or add another dog.
Type an address without picking a suggestion and it gets no map pin, so that client drops out of drive times and travel warnings. Their screen says "Address isn't pinned" until you edit and re-pick it.
The notes worth writing
Behaviour notes ("hates dryers", "muzzle for ears") and Health & allergies show under that dog every time you open the client, and feed the heads-up you get before the job.
What you've done for them before
Open a client and tap Bookings for their Upcoming and Past lists. The Details tab shows their last visit, how many they've had and their next one, plus a chip when something needs you — "Owes $80", "3/6 cancelled".
A client with no phone number gets no confirmations, no reminders and no texted invoices. Their screen says so.
Related
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