Explore the differences below to see how the new layout enhances efficiency and streamlines your client management experience.
1. Overview
In the previous client profile, you could view a brief summary of the client and pet information — including pet name, breed, and key client metrics. Client details such as phone number, email, and client tags were also displayed for quick reference.
The new client profile introduces a refreshed layout that improves visibility and navigation.
- In addition to updated key metrics, you can now quickly access pet details on the right panel(name, breed, weight, and vaccination status), including alerts for expired vaccines and pet notes.
- You’ll also find an expanded view of upcoming appointments, client notes, and the latest interactions — such as messages, calls, and internal notes — all in one place for a more complete client overview.
- From upcoming appointment section, you can quickly edit the upcoming appointment schedule when needed.
- For easier access, contact actions (Message, Call, etc.) have been moved to a dedicated menu panel on the left side, directly beneath the client’s name.
2. Client Details
Client Contact -> Basic Info
In the new client profile, the Client Contact section has been renamed to Basic Info for clearer organization.
In the previous version, this section only allowed editing of limited details — including first name, last name, contact number, email, and birthday — and the Save button placement was not intuitive.
In the new profile, the Basic Info section provides a more comprehensive and user-friendly editing experience. You can now update:
- Client name
- Phone number
- Birthday
- Client status (Active/Inactive)
- Client tags
- Color code
- Referral source
Information such as client status, tags, color code, and source, which were previously located in separate sections, are now consolidated under Basic Info — making it easier to manage all client details in one place.
Additional contact
In the previous client profile, only one tag could be assigned to an additional contact — for example, Emergency Contact or Authorized to Pick Up Pet.
In the new client profile, you can now assign multiple tags to the same additional contact, making it easier to define their roles. An additional notes field has also been added so you can record extra details or context for each contact.
Address
In the previous version, the client details section displayed only the primary address. To view or edit other saved addresses, you needed to click Manage.
In the new client profile, you can now view all saved addresses at once. Use the three-dot icon next to each address to edit details or set a new primary address directly — no extra steps required.
Client note
The Client Notes section remains the same as in the previous version, providing a space to record important client-related information and reminders.
Client Custom Field
The Client Custom Field feature is new in this version. It allows you to create and store custom questions or data fields for special instructions or business-specific details.
- You can set up custom fields by navigating to:
Settings → Clients & Pets → Customer Custom Fields - For more details, please refer to the Client Custom Fields Guide.
Previously, any custom questions from Online Booking or Intake Forms were saved under Client Notes. Now, these can be organized into structured fields for easier management.
3. Client Detail -> Setting
Message/Email Grooming Preference and Auto Tipping
In the new version, the message and email preference settings have been moved from the Client Details section to the Settings section.
The following preferences are now managed under Settings:
- Default phone number for SMS communication (previously “Primary phone number for message”)
- Block this client — You will no longer receive message replies or call forwarding from this client or their associated contacts
- Subscribe to email campaign
- Receive automated messages/emails
- Appointment reminder preferences
- Preferred groomer
- Grooming frequency
- Preferred service days
- Preferred time window
- Preferred business location
- Auto-tipping settings
4. History log
In the new version, a dedicated History Log section has been added.
This section records and displays all key communication and activity logs related to the client, including:
- Messages sent and messages/calls received
- Notes created or updated, along with the staff member who made the change
This helps users easily track the full communication and interaction history for each client in one centralized place.
5. Other Sections
Sections such as Pets, Bookings, Agreements, Reviews, Payment, Package, and Membership remain unchanged in the current version.
Further improvements and feature enhancements will be introduced in future updates.