Clients

A table for a dog groomer's clients and their dogs: the owner's contact details, the dog's name, breed, size, coat and age, the vaccination photos they sent, temperament notes and whether they agreed to your policies, with each client going from new to active, or declined.

Use it when

Use it when a dog groomer wants one place for every client's dog, filled in by the New grooming clients form on its website or by staff by hand. Each row is one client with one dog; a household with two dogs is two rows. It fits a salon that needs the size, the coat and the vaccinations on file before a first visit and wants to see at a glance which new clients still need a reply.

Use something else when

A table for appointments is the Appointments table that Book a service makes; a client's visits live there, not here. A list of people who work for you is the People table. A general enquiry that is not a new client goes to the Contact enquiries table.

How to add a client

  1. Open the Clients table from your sidebar, or open My Business, then Advanced, then Data, and pick it.
  2. Press New client. If you renamed the table, the button may say something else.
  3. A window called New client opens. Type the owner's name in the title at the top, where it says Untitled.
  4. In the record window, fill in the Email and Phone if you have them.
  5. Press Create client.

You see Client created.

What it adds or changes

Empty response workspace · notification automation starts paused

It adds a table with these columns:

Column Type Choices
Owner text
Status single choice New, Active, Declined
Email email
Phone text
Dog text
Breed text
Size single choice Small (up to 20 lb), Medium (21 to 50 lb), Large (51 to 90 lb), Giant (over 90 lb)
Coat single choice Short or smooth, Long, curly or wiry, Double coat
Age integer
Vaccination proof images
Temperament long text
Agreed to policies boolean
Groomer person

Settings

Setting What it does Default
Label The table's name, which also titles its one table view. Clients

How it works

It runs its own built-in automation, called Clients. Tell staff about a new response: read a new response, choose the staff destinations and email its full details. Empty recipient groups send nobody.

Example

Muddy Paws, a fictional salon, adds the New grooming clients form to its site, which makes this table. Biscuit, a large goldendoodle with a long coat, arrives as a new client with a photo of his rabies record. The groomer checks the record, marks the client active and assigns herself as Groomer; a client whose dog bit a groomer elsewhere is marked declined.

Limits

The table keeps no visit history and no reminders; appointments are Book a service's table. It stores what the owner typed: a size or a coat the groomer disagrees with is corrected by hand. Photos are kept as sent and are not read for dates or vaccine names. Nothing is imported and no one is contacted when the table is made.