We'll go through every section of the sidebar so you know what each one is for. Each section has its own in-depth guide later — this is just the map.
Every page in Teddy has the same top bar:
Hamburger menu (☰) on the left — opens the sidebar where you move between sections
Plus (+) button — creates something new (usually an appointment, but it changes with the page you're on)
Bell icon — notifications (the red number is how many you have)
Your profile picture — account menu, where you sign out
Tap the hamburger menu in the top-left. You'll see three groups:
MANAGEMENT
COMMUNICATION
SETUP
Here's what each item does.
Your home base. Every appointment for every groomer, laid out by day (or week). This is probably where you'll spend most of your time.
The calendar shows one column per staff member, appointment blocks color-coded by status (Unconfirmed, Confirmed, Rejected, and so on), and a running total of appointments and pets per groomer. Tap any appointment to see details, reschedule, cancel, or message the client.
Your complete client list. Every person who has ever booked with you, and every pet they own.
Use the search bar at the top to find a client by name, phone, or pet name. Tap any row to open the full profile — appointment history, notes, messages, all in one place.
Anything that's waiting for you to act on. This is one of the most important screens in Teddy, so learn where it is.
Pipeline has three tabs:
Online Booking Requests — clients who booked through your link and are waiting for you to approve or decline them
Intake Form Submissions — new clients who just filled out your intake form
Waitlist — clients waiting for a spot
Check Pipeline at least once a day. The number next to "Pipeline" in the sidebar is how many items are waiting.
Numbers for your business. Pick a date range and see expected revenue, completed appointments, client counts, and more.
The default view is Overview, which gives you the high-level picture. You can switch between different report types from the dropdown at the top.
Every call your AI receptionist handles lands here, with a summary of what happened.
Each call card shows the category (Scheduling & Availability, Service & Pricing Inquiries, etc.), how long the call was, the caller's number, and a short AI summary of what they wanted.
Tap Message to text them back or View Details to see the full transcript.
The number next to "Calls" in the sidebar is how many calls you haven't reviewed yet. The header shows how much time the AI receptionist has saved you — a nice reminder of what it's doing in the background.
All your two-way texts with clients, in one place.
Tap any conversation to read and reply. Use the tabs at the top to filter by All, Unread, or Archived. At the top you'll see "Texts Remaining: Unlimited" — that's just confirming you're on an unlimited texting plan.
The pencil icon on the right lets you start a new text to any client.
The messages that Teddy sends for you automatically — confirmations, reminders, thank-yous, follow-ups.
Auto Messages is organized into four categories:
Calls — texts sent after an AI receptionist call
Appointments — confirmations and reminders around bookings
Clients — messages tied to client lifecycle (new client welcome, etc.)
Sent History — everything Auto Messages has sent, so you can see what went out and when
Tap any category to edit the timing and wording of the messages inside it.
Where you build and manage the forms new clients fill out before their first appointment.
Two sections: Forms (the templates you've built) and Received Submissions (the ones clients have filled in). New submissions also show up in Pipeline so you don't miss them.
Your client agreements — the stuff clients sign off on before you touch their pet.
Agreements List is the templates you've written. Signed Agreements is the record of who's signed what.
Where you manage your payment processing (Square integration) and review transactions.
If you connected Square during setup, this is where you'll come to pull reports on payments or troubleshoot if something looks off.
Everything we covered in Your first-time setup checklist. Come back here any time you need to change your hours, add a staff member, update your services, or reconnect Square.
That's the whole app. You now know what lives where and what each section is for.
The next step is to dive into individual feature guides — learning how to approve a booking request from Pipeline, how to reply to a text, how to set up your first auto-reminder. We'll build those out next.
If you want help with something specific in the meantime, text us. We'll walk you through it.
