How to Manage Customer & Pet Profiles

Overview
Happy Tailz makes it easy to manage customer and pet information in one place. This ensures staff have everything they need—from vaccination records to grooming preferences—at their fingertips.

Creating a New Customer Profile

1. Click Customers > Add New Customer.

2. Enter customer details (name, phone, email).

3. Add emergency contacts (optional but recommended).

Adding Pet Profiles

1. Within a customer record, select Add Pet.

2. Enter details such as breed, weight, birthday, and vet info.

3. Upload vaccination records (PDF, PNG, JPG supported).

4. Add grooming/boarding notes (e.g., “prefers oatmeal shampoo,” “anxious during storms”).

Best Practice Tips

• Always keep vaccination records up to date—Happy Tailz will auto-flag expired ones.

• Use Tags (e.g., “Senior Pet,” “Special Diet”) for quick staff reference.

• Encourage customers to update profiles through the self-service portal.