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Your first-time setup checklist

Before Teddy can really work for you, there's some one-time setup.

This is all stuff you do once and forget about — it's the stuff that makes everything else (booking, reminders, forms) actually work.

Plan on about 20–30 minutes the first time. You don't have to do it all at once, but the more you knock out up front, the faster Teddy starts paying you back.

All of this lives in one place: Settings. Tap the hamburger menu in the top-left, then tap Settings at the bottom of the sidebar.

You'll see these seven tiles: Profile, Business, Staff, Pet Settings, Service, Online Booking, and Payment Info. Work through them in the order below.

1. Profile

Tap Profile first. This is your personal info — name, photo, the account you sign in with.

Make sure your name and photo are set. Your photo shows up in the top-right of Teddy and on client-facing messages, so pick something that looks like you.

2. Business

Tap Business. This is your shop info — the stuff clients see.

Fill in at least:

  • Business name

  • Business phone number (the one clients call)

  • Address (if you want clients to see it)

  • Time zone (so appointments show the right time)

  • Business hours (when you're open and taking appointments)

These are the pieces that show up on your booking page and in automatic messages, so it's worth getting them right.

3. Staff

Tap Staff. If you're a solo groomer, you're the only person here — and you're already set up. Skip to the next step.

If you have a team, add each groomer. Each staff member gets their own column on the Calendar, so it's clear who's doing what.

4. Pet Settings

Tap Pet Settings. This is where you define the sizes and categories Teddy uses when you book a pet.

Most grooming shops charge different prices by size (Small / Medium / Large / XL, or however you break it down). Set those up here so you can use them when you add services in the next step.

5. Service

Tap Service. This is where you set up everything you actually offer.

For each service, you'll add:

  • The service name (e.g., "Full Groom," "Bath & Brush")

  • How long it takes (in minutes)

  • The price — you can price it by pet size if you want

  • A short description (what's included)

This is the most important step in setup. Your services feed everything downstream: booking requests, your calendar, your reports, even the AI receptionist. Get your services right and the rest of Teddy clicks into place.

6. Online Booking

Tap Online Booking. This is where you turn your booking link on and decide what clients see when they book.

You can control:

  • Which services are bookable online

  • How far in advance people can book

  • Whether to require a deposit

  • What the booking page looks like

Remember: bookings come in as requests, not automatic appointments. You approve or decline each one from the Pipeline before it lands on your calendar. (More on that in the tour.)

7. Payment Info (optional but recommended)

Tap Payment Info. If you want to take card payments through Teddy, this is where you connect your Square account.

Teddy uses Square as the payment processor. If you don't already have a Square account, you'll make one during this step. It's free to set up and you only pay Square's standard per-transaction fee.

If you're not ready to take card payments yet, you can skip this and come back later.

After setup

Once you've been through these seven tiles, the foundation is in place. Next you'll want to:

  • Import your existing clients (next article)

  • Turn on Auto Messages so reminders go out automatically

  • Customize your intake form so new clients give you what you need

  • Upload your agreement so clients sign before they arrive

We'll walk through each of those in the feature guides.

What's next

Importing your existing clients →

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