You can create a new client in one form, and add all their pets at the same time. You don't have to fill out every field — only a few are required.
From anywhere in Teddy, tap the + (Create) button in the top bar and choose New Client. This takes you to the New Client Details page at /create-new-client.
You can also open the Clients & Pets page, tap Filters, and use Add New Client — the form is the same either way.
The top section is about the human. Required fields are marked with a star.
Client Image — drag-and-drop or tap to upload. PNG, JPG, or WebP, up to 4MB. Totally optional, but nice to have.
First Name *
Last Name *
Email — optional, but recommended if you want to send receipts or email confirmations.
Phone * — this is how Teddy sends text confirmations and reminders, so almost every client will need one.
Address, Address 2, City, Zip Code, State, Country — all optional. Fill these in if you do mobile/house-call service, or if you like having a full record on file.
Tags are little labels you can stick on a client so you remember how to treat them. They're shown on the client's detail page and wherever their name appears on an appointment card. Pick as many as you want:
2 Week Client, 4 Week Client, 6 Week Client, 8 Week Client — how often they're on the schedule.
Loyal Client — someone who's been coming forever.
Do Not Book — block this client from rebooking. Use this for the occasional "we're not doing business with this person anymore" situation.
Do Not Contact — don't text or call this client. Useful if someone has asked you to stop reaching out but you still need their history on file.
Friends & Family — the folks who get the family discount.
VIP — your best clients.
Big Tipper — no further explanation required.
Intake Form — flagged as needing a fresh intake form filled out.
Prefers Calls / Prefers Texts — sets your expectation for how to communicate with them.
See the full reference in Tags and pet codes if you want more detail on when to use each one. Remember - you can also add your own custom tags!
The bottom section is for the first pet. Only Pet Name and Pet Type are required; everything else is optional but useful.
Pet Image — same upload rules as the client image.
Pet Name *
Birthdate — so you can send birthday notes later.
Pet Type * — dog, cat, etc. This is a dropdown.
Pet Breed — dropdown per pet type, with a Mixed option if you don't want to pick one breed.
Gender, Coat Type, Size, Fixed Status — all dropdowns. Fill in whatever you know.
Quick checkboxes for how this pet acts on the table:
passive, friendly, noisy, biter, shy, fearful, nervous
Short, emoji-tagged shortcuts you can use to flag anything about the pet at a glance. You'll see these on appointment cards and in the pet's detail view. Pick as many as apply. See Tags and pet codes for the full list and suggested uses.
If this client is bringing more than one pet, tap Add Additional Pet at the bottom of the Pet Details section. A new Pet Details block appears underneath the first one, and you can fill it out the same way. There's no hard limit — some of your clients will have three or four dogs on file.
When you're done, tap Save Changes. Teddy takes you back to the Clients & Pets list and you'll see your new client near the top (or wherever the sort order puts them).
Tip: You don't need to fill out every field to save the client. Start with the essentials — name, phone, pet name, and pet type — and come back to flesh out the rest later. Partial records are better than no records, especially when you're onboarding a full book of clients at once.
