Skip to main content

Adding your first client

Getting Started

Create a client profile

Client profiles store everything about a client and their pet(s) in one place — no more scribbling notes on bits of paper.

How to add a client

  1. Go to Dashboard → Clients
  2. Click Add Client
  3. Fill in their details:
  • Name — Their full name
  • Email — For booking confirmations and reminders
  • Phone — For emergencies or quick contact
  1. Add their pet:
  • Pet name
  • Breed
  • Size (small, medium, large)
  • Any notes — temperament, health issues, grooming preferences

What you can track

Each client profile builds up over time. You'll see their full appointment history, any notes you've added, and their pet's grooming record. This means you can greet regular clients by name and remember that Bella doesn't like her paws touched — the kind of personal touch that keeps clients coming back.