In the hustle and bustle of your daily tasks, jotting down notes becomes essential. With the client and pet notes feature, you and your staff can seamlessly add and edit notes for clients and pets at any time, ensuring smooth communication and record-keeping.

How does it work

Convenient Access: Easily access client and pet notes from the calendar view, client and pet profiles, and message center, making it effortless to stay organized and informed.
Enhanced Team Collaboration: Foster effective team collaboration with shared access to view and edit notes. This ensures everyone stays on the same page and has the information they need at their fingertips.

How to access client and pet notes

View and add notes from the appointment details

🖥️Desktop:

To view and add notes from the appointment details using the desktop, you can simply:

Go to <Appointments> on the side menu bar
Select an existing appointment on the calendar
Select < Comments & notes > to view pet and client note history
1. If adding a pet note, select < a pet >
Type a note in the text box to add a new client or pet note
Select < Save >

📱App:

To view and add notes from the appointment details using the app, you can simply:

Select the < appointment > to open up the Appointment details page
Scroll down to Pets & services section and select the < owner > or < pet name >
Select the < note text box > to add a new note
Select < Save >

View and add notes from the message center

Easily view client and pet notes in the message center to stay informed and prepare before sending messages.

🖥️Desktop:

To view and add notes from the message center using the desktop, you can simply:

Go to < Message > on the side menu bar
Select an existing client message or create a new message
Scroll down to < Client & pets notes > on the right-hand section
Select the < client name > or < pet name > to view note history
Select < + add notes > to add a new client or pet note

📱App:

To view and add notes from the message center using the app, you can simply:

Go to < Message > on the side menu bar
Select an existing client message or create a new message
Select the < 3 dots > at the top right hand side of the screen and select < View profile >
Scroll down to Client & pet notes section and select the < owner > or < pet name >
Select the < note text box > to add a new note
Select < Save >

View and add client notes from the client profile

🖥️ Desktop:

To add a client note from the client profile using the desktop version, simply:

Go to < Clients & pets >
Select a client
Select < Client details > on the left side of the page
Scroll down to the Client note section to view the note history
Select < + Client note >
Add the client note in the text box and select < Save >

📱 App:

To add a client note from the client profile using the mobile app version, simply:

Go to < Clients & pets >
Select a client
Scroll down to the Client & pet notes section
Select < owner > to view client note history
Add the new client note in the text box and select < Save >

View and add pet notes from the client profile

🖥️ Desktop:

To add a pet note from the client profile using the desktop version, simply:

Go to < Clients & pets >
Select a client
Select < Pets > on the left side of the page
Select a pet
Scroll down to Pet note to view the history
Select < + Pet note >
Add the pet note in the text box and select < Save >

📱 App:

To add a pet note from the client profile using the mobile app version, simply:

Go to < Clients & pets >
Select a client
Scroll down to the Client & pet notes section
Select a < pet name > to view pet note history
Add the new pet note in the text box and select < Save >

FAQ

Q1. Is there any other information stored in client and pet notes outside of what the staff enters?

Answer: If you have customized questions set up for your intake form or online booking site, your customized questions will be saved as "Notes" in the client profile.

The customized questions for pet owners will be saved in Client details > Client note
The customized questions for pets will be saved to Pets > Pet note