---
title: Clients
customers-call-it: feature
url: /docs/features/data/presets/clients-and-pets-table
---

# 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

- **Opens as**: Table only
- **Columns**: Owner · Status · Email · Phone · Dog · Breed · Size · Coat · Age · Vaccination proof · Temperament · Agreed to policies

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.

## Related

- [New grooming clients](/docs/features/sites/presets/grooming-intake-form): A new-client intake form for a dog groomer and a place to keep each client