Manage client preferences directly within the Client Profile Settings to streamline communication, scheduling, and payment workflows.
What You Can Manage
The following preferences are available under Client Profile Settings:
Default phone number for SMS communication
Block this client
Subscription to email campaigns
Automated message and email preferences
Appointment reminder preferences
Preferred groomer
Grooming frequency
Preferred service days and time window
Preferred business location
Auto-tipping settings
How to Access Client Profile Settings
Go to Client & Pet
Select a client profile
Click Settings from the side menu
Communication & Marketing Preferences
Default Phone Number for SMS
Select the client’s default phone number for SMS communication.
This number will be used for all messages, including automated messages
It will also be the default contact when sending two-way messages
Block This Client
Toggle Block this client to stop all communication.
You will no longer receive message replies
Call forwarding from this client and their associated contacts will be disabled
Notification Preferences
You can customize how clients receive notifications:
1. Service-Related Notifications
Includes:
Appointment updates
Appointment reminders
Card-on-file links
Grooming reports
Invoice links
Agreement links
ETA messages
Workflow notifications
Available channels: Email, SMS, Auto Call
2. Marketing Notifications
Includes:
Mass texts
Birthday reminders
Rebooking reminders
Review requests
Abandoned booking recovery messages
Workflow campaigns
Email campaigns
Available channels: Email, SMS
For compliance details, refer to the Compliance Guide.
Service Preferences
Set client preferences to improve scheduling efficiency and personalization.
Preferred Groomer
Select the client’s preferred groomer.
The preferred groomer will be auto selected when booking future appointments.
Grooming Frequency
Set how often the client prefers grooming (by days, weeks, or months).
The system will also display actual frequency based on appointment history
This setting determines rebooking reminder timing
Preferred Service Days
Select preferred weekdays for appointments.
Can be used as a filter when managing waitlists
Preferred Time Window
Set a preferred time range for appointments.
Helps the system recommend suitable time slots
Can also be used for waitlist filtering
Preferred Business Location
If you have multiple locations:
Select the client’s preferred location
This will be the default when booking appointments
The system will alert you if a different location is selected
Payment Preferences
Auto-Tipping
Enable automatic tipping during checkout.
Choose a percentage or fixed amount
Best used for regular clients who have confirmed their tipping preference
Works seamlessly when a card is saved on file
Save Changes
Click Save after making any updates
If you attempt to leave the page with unsaved changes, a prompt will appear:
Select Discard Changes to exit without saving
Or click Save to keep your updates
