The Client & Pet section allows you to search for specific clients, view your full client and pet list, and organize your data using customizable views and filters.
You can:
Search for individual clients or pets
View your entire client base
Customize list columns and saved views
Filter clients by status, activity, or tags
Bulk update selected clients’ status, export data, send emails or messages, or delete clients
Overview
🖥️ Desktop
On desktop, navigate to Client & Pets to view your full client list.
The total number of clients appears next to the All Clients tab.
In the top-right corner, click Options to access additional actions:
Available options:
Import Clients
Redirects you to contact Support or your Account Manager for import instructions.Export Clients
Export your entire client database, including detailed client and pet information.View Leads
Controlled by
Settings → General Settings → Advanced Settings → Auto-create client profiles for incoming calls/SMSNote: If Leads Management is enabled, this setting will be overridden.
Merge Clients
Merge duplicate client profiles.
👉 For detailed steps, refer to the Merge Clients article.Add Client
Click Add Client (top-right) to manually create a new client profile.
📱 App
On the mobile app, the Client & Pets section displays:
Total number of clients
Total number of dogs, cats, and other pet types
From the three-dot menu (⋯) in the top-right corner, you can:
View Leads (controlled by the same desktop setting mentioned above)
From the ➕ button, you can:
Create a new client profile manually
Import a client from your phone’s contact list
1. Search Client
You can search clients using:
Client first name
Client last name
Full name
Phone number
Email
Pet name
Search Tips
We recommend searching by client first name, last name, or full name.
Searching by pet name is also supported.
Searching by client last name + pet name together is also supported.
search result will listed according to the client first name letter and the relevance
2. Customize Columns (Desktop Only)
You can customize which columns appear in your client list.
Click the Settings (⚙️) icon on the right side of the list to:
Add or remove columns
Reorder column display
Available Columns
Client Name (default, cannot be removed)
Displays client status (e.g. Prospect, New) and grooming frequency (e.g. “8 weeks”).Phone Number
Client phone numberPets
Pet name and breedTotal Paid
Total amount paid by the clientTotal Bookings
Total number of bookingsUpcoming Booking
Next scheduled appointment dateLast Service
Most recent appointment dateExpected Service
Calculated future service date based on grooming frequency and last appointmentOverdue
Number of days past the expected service date without a new booking
Sort Column
You can sort clients by:
Highest or lowest Total Paid
Nearest or farthest Upcoming / Last / Expected Service
3. Customize view(Desktop Only)
Custom views allow you to save frequently used filters.
How to create a custom view:
Click Filters and select criteria (e.g. New clients with Active status).
Click Save View when it appears.
Name and save your view.
Once saved, your custom view will appear in the top menu for quick access.
4. Advance Filter
Advanced filters are currently available on desktop only.
👉 Refer to the Advanced Filters article for full details.
📱App:
Advanced filters are not currently available on the app.
However, you can filter clients by:
Client Tags(Configured in Settings → Customer & Pets → Client Tags)
Client Category
Available client categories include:
All
Active Clients – Clients with active status
Lapsed Clients – Clients overdue based on expected service date and grooming frequency
Inactive Clients – Clients marked as inactive
Blocked from Messaging – Clients blocked by the business from messaging (the business will not receive messages from these clients)
5. Bulk Option
Bulk actions allow you to manage multiple clients at once, including updating client status, adding tags, exporting data, deleting clients, or sending messages.
Select clients
Select all clients by checking the box next to Client Name, or
Select individual clients by checking each client manually.
Once clients are selected, you can use Bulk Edit or Send to take action.
Bulk Edit Options
Click Bulk Edit to perform one of the following actions:
Set clients as Active or Inactive
Add a client tag
Export selected clients
Delete selected clients from your client list
1. Bulk Mark as Active/Inactive
You can update the status of multiple clients at once.
When a client is marked as Inactive:
A notification will appear when creating a new booking for this client
Rebook reminders will no longer be sent automatically
Pet birthday reminders will no longer be sent automatically
2. Bulk Add Client Tag
You can add a client tag to all selected clients.
Select a tag from the dropdown list, or click Manage Tags to create or edit tags
Click Confirm to proceed
The selected tag will be added to all selected clients
3. Export Selected Clients
Only the selected clients will be exported
The export will be downloaded as a CSV file
4. Bulk Delete Clients
You can permanently delete multiple clients at once.
Select the clients you want to delete
Click Bulk Edit → Delete
Confirm the deletion when prompted
⚠ Important:
Deleting a client will also delete:
All related pets
All future appointments associated with the client
All related record associated with client including message history
This action cannot be undone in system.
Historical appointment-related sales data will remain available in your reports.
To confirm, you must enter the exact number of selected clients and click Delete
(Example: If 1,211 clients are selected, you must enter 1211 to proceed.)
Bulk Send Messages/Email
Click Send to send messages to selected clients.
Choose Mass Message or Mass Email
You’ll be directed to the appropriate drafting page to compose and send your message
