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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.

Create a client​

  1. Click New Client on the Clients page.
  2. Fill in their name, email, and phone number.
  3. Set their preferred contact method (email or text).
  4. Click Save, or Save & Add Pet to speed things up.
Create client formCreate client form
note

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

Add a pet​

If you just hit Save, you can add a pet from Pets.

  1. 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.
Create pet formCreate pet form
tip

Use Save & Add Pet directly from the New Client screen. Perfect for walk-ins.

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).

Next step

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