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Help Center · 7 articles

Client & Pet Management

Managing clients and their pets

Articles in Client & Pet Management

  1. Adding clients and their pets
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    Creating a client record, the fields that matter later, adding pets, archiving clients and pets you no longer see, and marking a pet as passed.

  2. Grooming notes and visit history
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    Where groomers write what they did on each visit, where the pet's standing notes go, how to see past grooms on the appointment, and how Same as last time copies the last visit.

  3. Tracking vaccinations and expiry alerts
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    Which vaccinations Alaga tracks, how the Valid, Expiring Soon, Expired and Missing badges are worked out, who gets the reminder email, and how to block online booking for pets that are not up to date.

  4. Agreements and waivers

    Building a template, requiring it before clients can book, per-pet versus per-client agreements, signing all at once in the portal, recording a paper signature, expiry, and where signed copies are kept.

  5. Merging duplicate clients and pets

    Folding two records for the same person or the same pet into one, what moves across, what happens to portal logins, and the household duplicates card.

  6. Pet profiles — documents, photos, tags and notes

    Everything that hangs off a pet record: uploaded certificates, behaviour tags your team sees before handling the pet, owner notes versus internal notes, and client tags.

  7. Questionnaires and intake forms

    Collecting the information you need before a pet arrives, the question types available, requiring a form before booking, mapping answers to pet tags, and keeping responses current.

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