Add your first client and pet

Every booking starts with a client (the human) and a pet (the dog, cat, or even that one brave soul who brings a snake).

Let’s add your first one so you’re ready to book straight away.

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Create a client

1. Open Clients & Pets, choose Clients, then click New Client.
2. Fill in their name, email, and phone number.
3. Set their preferred contact method (email or text).
4. Click Create Client.

note

SMS is not live yet and is not a priority right now, but saving a preferred contact method helps for future updates.

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Add a pet

Once the client is saved, you can add a pet straight away from the client page or come back to it from Clients & Pets.

1. Open Clients & Pets, choose Pets, then click New Pet.
2. Enter the pet’s name, breed, age, and temperament.
3. Add health notes (allergies, vet info) so you’ve got them to hand.
4. Upload a photo if you have one.
5. Save.

tip

If you want to keep moving quickly, create the client first, then add the pet straight after while their details are still fresh.

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Why it matters

• Client and pet records keep everything organised.
• Notes like temperament or vet details save you from awkward surprises.
• Photos make it easier to match names to faces (and furry faces).

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Next step

With at least one client and pet saved, you’re ready for the fun part: making your first booking. 🎉