Help / Clients

Clients

Every owner and pet you look after. Browse by owner or by pet, search across both, and add new clients one at a time or by importing contacts.

The Clients screen with numbered callouts on the Pets/Owners toggle, the Import button, the dot marking owners with billing to do, an Awaiting details marker, an owner’s pet list, and the New owner button.
  1. 1
    Pets / Owners

    Switch between browsing by pet or by owner — the same clients, grouped differently. Search works across both.

  2. 2
    Import

    Bulk-import owners from your phone contacts instead of adding them one at a time.

  3. 3
    Orange dot

    This owner has services you haven't billed yet, or a bill that's still unpaid. Their page shows which.

  4. 4
    Awaiting details

    You've sent this owner a link to fill in their own details and pets, and they haven't done it yet. The marker goes once they submit or the link expires.

  5. 5
    2 pets · Biscuit, Pip

    Every pet under one owner. A booking can bundle pets from the same owner or from several owners together — see the bundled-walks guide.

  6. 6
    New owner

    Starts the client form — collects contact details, address (used for mileage and travel-time estimates), and preferred walk times.