Teddy gives you three different ways to label clients and pets: client tags, pet behaviors, and pet codes. They show up on the client detail page, on appointment cards, and in a few reports. This article is the full catalog.
Client tags live on the human, not the pet. Pick as many as apply when you create or edit a client.
Visit frequency:
2 Week Client — rebooks every 2 weeks
4 Week Client — rebooks every 4 weeks
6 Week Client — rebooks every 6 weeks
8 Week Client — rebooks every 8 weeks
Keeping these current makes it easier to see at a glance who's due for a booking, and your reports will be more accurate.
Relationship:
Loyal Client — long-time regulars
Friends & Family — people who get the family discount or freebies
VIP — your top tier
Big Tipper — self-explanatory
Communication preferences:
Prefers Calls — call this client instead of texting
Prefers Texts — text only; don't call
Do Not Contact — don't reach out at all, but keep their record on file
Booking behavior:
Do Not Book — block this client from rebooking. Use this when you've decided not to serve them anymore but want to keep their history.
Intake Form — flagged as needing a fresh intake form
Pet behaviors are quick checkboxes on the pet form describing how the pet acts on the table. Pick as many as fit:
passive — calm and cooperative
friendly — engaged and happy
noisy — barks, whines, or vocalizes during grooming
biter — has bitten or is at risk of biting. Take this seriously.
shy — uncomfortable with new people or handling
fearful — scared, flinches, may need extra care
nervous — anxious but not necessarily fearful of anything specific
Pet codes are emoji-tagged shortcuts for everything else worth knowing about a pet. They're meant to be glanceable — you should be able to spot a red flag or an allergy at a distance.
Visit cadence:
2️⃣ 2F — "2-week frequency" shorthand
4️⃣ 4F — "4-week frequency" shorthand
📅 2 Weeks — rebook in 2 weeks
📅 4 Weeks — rebook in 4 weeks
Safety and handling:
🚩 Red Flag — this pet has a history you need to know about. Always check the notes.
🕶️ Blind
🦻 Deaf
⛑️ Senior — be extra gentle; watch for fatigue
🚨 See Notes — there's important info in the client notes; read them first
😈 Biter — has bitten; muzzle or extra care required
😡 Aggressive — stronger signal than Biter; may not be safe to groom
🔋 Energetic — high-drive dog; extra handling
😥 Nervous
🫠 Sad
😱 Test — (internal test tag; ignore)
Coat and skin:
🪮 Matted — bring scissors and patience
🤲 Sensitive Skin
🧴 Special Shampoo
👃 Cologne — uses or doesn't want cologne; check notes
Medical:
🍃 Allergies
👂 Ear Infection
💩 Anal Gland Issue
🦴 Arthritis
💉 Vaccine Expired
🦷 Tooth Decay
💊 Medication — pet is on meds; relevant if they need to be given during a long visit
Temperament:
😀 Friendly — especially good with kids, other dogs, etc.
A few rules of thumb that save headaches later:
Don't double-tag — if a pet is already marked Senior, you don't need to also mark them with arthritis unless they actually have it. Keep the tags literal.
Update regularly — a puppy isn't nervous forever, and a biter who went through training deserves to lose the biter tag. Revisit tags annually.
Treat 🚩 Red Flag and 🚨 See Notes as a pair — put the flag on the pet, then put the story in the client notes. The tag tells your staff to look; the notes tell them what to look for.
Pet Behaviors vs. Pet Codes — behaviors are the always-on temperament traits; pet codes are everything else (visit cadence, medical, handling). There's some overlap (biter appears in both), and that's fine — use whichever feels more prominent.
