Best Practices for Smooth Daily Operations

Overview
Running a pet boarding and grooming business requires organization and consistency. Happy Tailz provides tools, but your team’s workflows make the difference.

Daily Checklist

• Review today’s calendar each morning.

• Confirm staff assignments for grooming/boarding.

• Check which pets are due for check-in or check-out.

Customer Communication

• Send next-day reminders automatically (set under Notifications).

• Provide photo updates to customers for added engagement.

Data Hygiene

• Update vaccination records weekly.

• Archive inactive customers to keep the system clean.

• Regularly back up customer data through Reports > Data Export.