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Client & Pet Management

Grooming notes and visit history

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Alaga keeps two kinds of grooming notes. Use the right one and the next groomer sees it at the next visit.

NoteWhat goes in itWhere it lives
Today's grooming noteWhat you did this visit: blade, length, style, what changedOn this appointment only
Standing notes (pet)What's true every visit: temperament, problem spots, "hates the dryer"On the pet

Don't put grooming notes in client notes. They won't show up next to past grooms.

Where to find them

Click a grooming appointment on the calendar. The side panel opens. The grooming section has three parts, top to bottom:

  1. Today — this visit's services and prices, the groomer and bather, and Today's grooming note.
  2. Past grooms — this pet's earlier visits. The newest one is marked Last time.
  3. Standing notes (pet) — the pet's long-term notes.

This section always shows on grooming-type visits. On other visit types it only shows when there is a note to read.

Write today's note

  1. In the Today card, click Add today's grooming note.
  2. Type what you did, for example blade, length and anything that changed.
  3. Click Save.

Each visit keeps its own note. Later visits never overwrite it, so the history shows what was done each time. The note is for staff only. Clients don't see it.

Who can write it: owners, and staff who can edit, complete or cancel appointments. Staff who can only edit their own appointments can write notes on visits assigned to them.

See past visits

Under the Today card is the pet's grooming history: up to 10 completed grooms before this one. The newest is pinned as Last time.

Each visit shows its services and prices, the invoice, the groomer and bather, and that visit's notes. If a visit has no note, you can click Add note. To change one, click Edit. This is how you fill in a note someone forgot.

If today's services don't match last time, the Today card says Different from last time, so you can check before you start.

Same as last time

Same as last time in the Today card copies the last visit's services, prices and note onto today's appointment.

  • It leaves the groomer and bather as they are.
  • A toast offers Undo if you didn't mean it.
  • Staff without the Set appointment pricing permission can still copy the services and note. The prices stay as they are today.
  • It isn't available once the appointment is paid. Services and prices are locked then.

Standing notes (pet)

Use Standing notes (pet) for anything the groomer should know every time. They show on every visit's side panel and pre-fill the grooming sheet.

You can also see them on the pet's profile, on the Grooming tab, under Grooming Remarks. To change them there, edit the pet and update Grooming Remarks. It is the same note.

Related

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