Every booking is for a pet, and every pet belongs to a customer. So a new customer needs at least one pet before you can book anything for them.

Steps

  1. Go to Customers.
  2. Press Add New Customer.
  3. Fill in their name and mobile number.
  4. Add the pet, with its name, type and breed.
  5. Save.

You can add more pets to the same customer at any time afterwards.

Get the mobile number right

Save it with the country code. This is the number every WhatsApp message, reminder and booking message goes to, and a number saved without a country code will not reach anybody.

It is also how you find somebody quickly later, so it is worth typing carefully once.

What is worth filling in now, and what can wait

Name, mobile number and the pet are needed. Everything else can be added later from the customer's own page.

Two that pay for themselves early:

  • the pet's Blood Type and any allergies or notes, because the person doing the handover is not always the person who took the booking
  • vaccination dates, because those are what put a pet on your reminders list

After they are saved

Everything about that customer now lives on one page, including their pets, their bookings, their invoices and their notes. See how to find everything about one customer.

If you cannot find a customer later

They may be archived. Archived customers are kept out of the main list so searching stays quick, and they have a list of their own.