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Running Your Shop
Running Your Shop
Day-to-day tools for managing your calendar, clients, pets, incoming requests, and business reports.
Clients & Pets
The Clients & Pets list
Adding a new client (and their pets)
The client detail page
Editing client info and managing pets
Client notes
Tags and pet codes reference
Bookings, Agreements, and Payment History
Blocking, deactivating, and deleting clients
Pipeline
The Pipeline overview
Online Booking Requests
Intake Form Submissions
The Waitlist in Pipeline
Reports
The Reports page overview
The Overview report
Scheduling
The Calendar overview
Creating an appointment
Editing and rescheduling an appointment
Appointment statuses
Blocking time off
Using the Waitlist
