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Terminology cheatsheet

Booking

A scheduled appointment tied to a pet, client, and service selection.

Booking request

A client-submitted request for staff review before a booking is confirmed.

Client Portal

A client-facing area for bookings, booking requests, pets, invoices, documents, and profile updates.

Contracts (staff)

Staff-side template and signing management area.

Documents (portal)

Client-facing label for contract records in portal.

Invoice

A billing record tied to booking activity, including shareable links and downloadable PDFs.

Client balance

Prepaid/credit amount stored on the client account.

Recall

A follow-up timing concept used to identify pets likely due back for another groom.

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