How do I add a new client?

A client is the person who pays; their pets are separate records on the same profile. Woof creates them together in one form so a new family is ready to book in under a minute.

Steps

1. Click New at the top of the sidebar, or press N On mobile it is the + button in the centre of the bottom bar. You can also click + Add Client on the Clients page.
2. Choose Add Client
3. Enter the owner's first and last name Only the name is required. Show all fields adds address, emergency contact, referral source and preferred contact method; anything you skip can be filled in later from the family profile.
4. Add an email and a phone number Neither is required, but a phone or an email is what lets a reminder reach them.
5. Choose whether to invite them to the portal now Invite to Client Portal sends them an email and a text so they can book, see their pets and read messages themselves. You can send it later from their profile.
6. Click Continue to pet details
7. Enter the pet's name
8. Start typing the breed and pick it from the list If the breed is not there, the list offers to add it as a new breed for your store.
9. Pick the size Size sets the price of every service priced by size, so a pet without one books without a price. You set the bands and their weights under Settings › Profile Fields.
10. Click Add Pet The form clears and the pet joins the list above it, so a family with two dogs is one form and one save. The Save button counts them ("Save (2 pets)").
11. Click Save
12. Done. The client and their pet are ready to book The success screen offers to book their first appointment straight away.

Quick form or full form

The form opens in its short version: the fields you need for a first visit. Show all fields reveals address, emergency contact, referral source and preferred contact method for the owner, and date of birth, gender, weight and more for each pet. Anything you skip can be filled in later from the family profile.

More than one pet? Press Add pet after each one. A pet still filled in on the form when you press Save is saved too, and the button counts every pet it will create, for example Save (2 pets). A pet with a name but no breed stops the save until you add the breed or clear the form.

Portal invitation

At the bottom of the owner step you can choose whether to invite the client to the online portal now. The invitation goes by email and text, and lets them book, see their pets and read messages themselves.

Adding a client while booking

If you are in the booking wizard and the client does not exist, the search shows + Add "name" as a new client. It opens this same form with the name filled in and returns you to the booking with the new client selected.

Existing client, new pet

Do not create a second client. Open the family profile and use + Add Pet: Add a pet to an existing client.