Customers & pets

Know every pet before the door opens.

Profiles, pets, vaccinations, intake notes, history, spend. The second the phone rings or the door opens — you already know who's walking in.

Book a demoStart free trial

Bulk-import your existing list · No data lock-in · Cancel anytime

app.thepetsmonk.com › customers › Sarah Johnson

Sarah Johnson

Customer since Aug 2023 · 22 visits · loyal

Sarah Johnson

+91 98765 43210· sarah.j@gmail.com

Loyal

$1,240

lifetime spend

22

visits

9 mo

customer for

Google

acquisition

Pets · 2

Milo

Golden Retriever · 3 yr

Vaccs OK

Bella

Cavoodle · 1 yr

Due soon

Recent activity

  • Full Groom · Milo

    Fri, May 23 · Sarah J.

    $85

  • Bath · Bella

    Sat, May 17 · Mike R.

    $45

  • WhatsApp · auto reminder sent

    May 17 · ack received

  • Payment · Visa ••42

    May 23 · auto-captured

    $85

9:41

Profile

Sarah Johnson

Loyal customer · since Aug 2023

22

visits

2

pets

$1.2k

spent

  • 🐾

    My pets

    Milo, Bella

  • 📅

    Upcoming visits

    Next · May 23

  • 💳

    Payment methods

    Visa ••42

  • 🎁

    Loyalty rewards

    $25 off available

$2M+Revenue managed
22%Avg rebooking lift
10+Hours saved / week
500+Pets groomed monthly
98%Platform uptime
4.9★Average review rating
$2M+Revenue managed
22%Avg rebooking lift
10+Hours saved / week
500+Pets groomed monthly
98%Platform uptime
4.9★Average review rating
+91 98765
S

Sarah · Milo

22 bookings · loyal

Every booking is a relationship.

Caller ID matches the customer. Their pet, last service, allergies, and tip history are on screen before you say hello.

OK
Soon
Exp

Vaccinations tracked, not chased.

Expiry dates captured at booking. Reminders sent before they lapse. Block expired pets from rebooking — or just warn.

customers.csv312 / 412

Spreadsheet → system in a day.

Upload a CSV. Map your columns. Validate. Commit. 11 years of customer history live in one afternoon, no re-typing.

Everything in the customer record

The CRM that actually
knows pets exist.

Customers and pets as first-class records. Vaccinations, intake, agreements, bulk-import — modelled the way a grooming salon works, not the way a generic CRM thinks one does.

S

Sarah Johnson

9 months · 22 bookings

Loyal

LTV

$1,240

Pets

2

Source

Google

Preferred groomerSarah J.
AllergyOatmeal
Transport vanVan 02

Customer profiles

  • Single source of truth — contact, pets, bookings, payments, messages on one screen
  • Lifecycle stages auto-tracked — Lead, Customer, Lapsed, Churned with timestamps
  • Acquisition source captured — Google, referral, walk-in, Instagram — know what's working
  • Search by anything — name, phone, email, pet name; find a customer in 2 seconds
  • Custom fields — preferred groomer, allergy, transport van, whatever your salon needs
M

Milo · Golden

3 yr · 32 kg · double coat

Full Groom$85$110
Bath$45$55
De-shed$30$45
+5notes · seen at check-in

Pet records

  • Breed-aware pricing — services price differently for Goldendoodles vs. Beagles, automatically
  • Coat-type metadata — stored once, applied to every booking
  • Per-pet price overrides — the oversized doodle who needs 30 extra minutes? Set it once.
  • Behavioral & health notes — every staff member sees them at check-in
  • Multi-pet households — one customer, many pets, no duplicate records
Bella · vaccines2 / 3 OK
Rabies
Nov 5, '26
DHPP
Jan 22, '27
Bordetella
Jul 2, '25

12 days · won't block

!Reminder sent · 2 days ago

Vaccination ledger

  • Configurable vaccine types — DHPP, rabies, bordetella, kennel cough, leptospirosis
  • Block-on-expiry rules — choose which vaccines block bookings, which just warn
  • Certificate upload — customers attach from the public booking page
  • Auto-reminders — don't lose a customer because they didn't know
  • Audit trail — see who recorded which vaccine, when, with what cert file
Intake fields4 / 6 on
Behavioral notesReq
OK with blow-dryer
Spayed / neutered?Req
Current medications
Microchip number
Pickup notes

Intake forms

  • Toggle per field — first grooming? spayed? vet name? each is opt-in
  • Required vs. optional — set per field, per salon
  • Custom labels — say it the way your customers say it
  • Custom fields — anything outside the defaults, no developer required
  • Surfaces on customer & pet profiles — every staff member sees it at check-in
Service agreement · v2.1

I confirm that Milo is up-to-date on rabies vaccination, and authorize ThePetsmonk staff to provide grooming services as listed…

Sarah Johnson

Signed · Aug 3, 2023

Re-sign required when text updates

Agreements & e-signature

  • Custom agreement text — your wording, your liability terms
  • Signature on first booking — captured during the public booking flow
  • Versioned agreements — change the text, customers re-sign on next booking
  • Timestamped on the customer profile — audit-ready, no separate PDF folder
  • Customer re-downloads anytime — from the booking confirmation
customers.csv312 / 412
Customer NameCustomer · nameOK
Vaccinated?Pet · rabies statusFix
Notes column— skip —Skip
3 duplicates · auto-merged with existing

Bulk import

  • Customer + pet + booking import — all in one flow
  • Column mapping UI — match your spreadsheet shape to ours, no SQL
  • Pre-import validation — see errors and duplicates before they hit your database
  • Resumable — partial commits supported, retry on failures
  • Ongoing sync via API — for chains migrating from custom systems
Not a generic CRM

A customer record that knows
it's about a pet, not a deal.

The things a generic CRM simply doesn't model.

Contact · Sarah JohnsonAccount
NameSarah Johnson
Emailsarah.j@gmail.com
Phone+91 98765 43210
Company—
Lead sourceWeb form
Notesdog · golden retriever, 32 kg, vacs current
Activity3 emails · 0 calls
Pets aren't a field
No breed-aware pricing
No vaccination ledger
No intake config
Multi-pet = duplicate contact

A generic CRM

  • Contact-only record — pets, vaccines, breed live in a notes field
  • Multi-pet households force duplicate contacts — or a tangle of free-text
  • No vaccination tracking — expiry, certificates, block-on-expiry don't exist
  • Intake fields are hard-coded — no per-salon toggle, no required-vs-optional
  • Imports are CSVs to support tickets — no validation, no mapping UI
S

Sarah Johnson

9 months · 22 bookings · $1,240 LTV

Loyal
M

Milo

Golden Retriever · 3 yr · 32 kg

Vacs OK
Full GroomL · $110breed-aware
B

Bella

Cavoodle · 1 yr · 8 kg

Vacs Soon
Full GroomS · $60breed-aware
!Bella's bordetella expires in 12 days · reminder sent

Custom fields

PreferredSarah J.
AllergyOatmeal

ThePetsMonk

  • Customers + pets as first-class records — one customer, many pets, properly modeled
  • Breed-aware pricing — size, coat, weight feed price overrides automatically
  • Vaccination ledger — types, expiry, certificate uploads, block-on-expiry rules
  • Configurable intake fields — toggle per salon, set required, custom labels
  • Self-serve bulk import — column mapping, validation, duplicates auto-merged

Stop searching WhatsApp for “Bella's mom phone number.”

Bring your existing list. Live in under an hour.

See a demoStart free
From the salon floor

Eleven years of customers,
in one afternoon.

Single-location salon · Mumbai
Eleven years of customer history in three different spreadsheets. The import wizard pulled all of it in one afternoon — and now my staff actually uses it. Bella's mom doesn't have to introduce herself anymore.
S
Sarah
Salon owner · 11-year operation
11 yr
of customer + pet history imported in a single afternoon
3 → 1
spreadsheets consolidated into one searchable system
31
0 min
spent re-typing existing customer info into a new tool

* Illustrative. Real customer metrics replace these before publish.

Know every customer. Know every pet. Bring your existing list, configure the intake your salon needs, and never re-introduce a regular again.

Customer profiles
Pet records
Vaccinations
Bulk import
app.thepetsmonk.com/customers
MON
21
TUE
22
WED
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THU
24
FRI
25
8 AM
9 AM
10 AM
11 AM
12 PM
1 PM
2 PM
3 PM
9:00 AM
Cancelled
10:30 AM
Haircut
1:00 PM
Full Groom
9:30 AM
Bath & Brush
11:30 AM
Haircut
12:30 PM
Nail Trim
10:00 AM
Full Groom
12:00 PM
Bath & Brush
9:30 AM
Bath & Brush
10:30 AM
Haircut
11:30 AM
Full Groom
1:00 PM
Nail Trim
now
10:00 AM
Full Groom
11:30 AM
Haircut
12:30 PM
Bath & Brush
Haircut
Bath
Full Groom
16 bookings · this week
Start for freeBook a demo
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Built for every part of your salon.

Eight tools that actually talk to each other. Cancel the other six subscriptions you're paying for.

9:41
Sarah's Grooming
Open today
Sarah's Grooming
Book a slot for Milo
May 2026
M19
T20
W21
T22
F23
S24
S25
Available · Fri
5 open
9:00
10:30
12:00
2:00
3:30
5:00
Online booking

Bookings that come in while you sleep.

A booking page that works on any phone, or embed it on your site. Pet parents pick the slot — you wake up to a full Friday.

Milo
Milo Henderson
Golden Retriever · 4 yrs
Vaccinated
Visits
14
Last
3 wk
Notes
2
+248 more clients
Customers & pets

Every pup, perfectly remembered.

Pet profiles with vaccinations, intake, history and notes. One source of truth for every visit.

Email
Confirmation sent to sarah@…
Auto
SMS
Reminder sent · 24h before
Sent
WhatsApp
Sarah: "See you Friday"
Live
Communications

One inbox. Three channels.

Email, SMS and WhatsApp from a single thread — and most of it sends itself.

Friday

23

May

M19
T20
W21
T22
F23
S24
S25

Buddy · Bath

9:00 AM

Confirmed

Luna · Full groom

10:30 AM

Confirmed

Milo · Trim + nails

1:00 PM

Confirmed
Schedule & calendar

Drag, drop, done.

Recurring bookings, lunch blocks and smart conflict detection. The day rearranges itself when one pup runs late.

Invoice · 0427
Paid
Full groom — Milo$65.00
Nail trim$15.00
Blueberry shampoo$8.00
Total$88.00
Settled
Payments & invoicing

Get paid before they leave.

Tap to pay, deposits, packages, recurring memberships — receipts sent automatically.

Win-back · running
12 / 30
+23%
rebookings this month
12 dogs returnedGoal · 20
Marketing & growth

Win back the dogs you miss.

Automated win-back campaigns refill empty slots and bring lapsed clients back.

P
Priya G.
Lead groomer
Clocked in
M
Marcus T.
Groomer
On break
A
Ana R.
Bather
Off
Staff & operations

Who's in. Who earned what.

Schedules, clock in/out, tips and commissions — tracked automatically.

Revenue · 30d
+18%
$28.4Kvs $24.1K
Reports & analytics

Know what worked. Fix what didn't.

Revenue, retention, no-show rate, top services — clear, weekly, yours.

Setup

From zero to first booking in under an hour

No training calls. No consultants. Three short stretches between dogs.

80%

Setup almost done

4 of 5 steps · publish to go live

Live in 2 min
Logo & shop name
3 services · pricing
Hours · Mon–Sat 9–6
Brand colour · Rose
Booking page liveNext
Step 012 min

Tell us about your shop

Add services, hours, and team. We auto-build your booking page in your brand colour.

Add customers

Import from CSV · review before saving

customers.csv

28 KB · 1,248 rows mapped

Parsed

Preview · first row

David Chen

Max · Golden Retriever · +1 (555) 0142

VIP
312 pets · 0 dupes
Step 025 min

Bring your regulars across

Drop a CSV — pets, breeds and notes come with. Zero duplicates, zero retyping.

Shared everywhere
9:41
book.pawfect.com

Pawfect Grooming

Friday · 11:30 AM open

Step 03Today

Share the link, fill the book

Drop it in your Insta bio, paste it in WhatsApp, stick a QR on your door. Calendar fills 24/7.

Start free
Questions

Questions, before you bring your list in.

Can I import my existing customer list from another tool?

Yes. Upload a CSV from any source (Google Sheets, MoeGo export, Pawfinity export, custom spreadsheet). The import wizard maps your columns to ThePetsMonk fields, validates the data, and shows a preview before commit. Customer + pet + booking history can all be imported in one flow.

How does ThePetsMonk handle households with multiple pets?

Customers and pets are separate records linked together. One customer can have unlimited pets — Bella, Max, and Bruno all sit on the same customer profile, and bookings can include multiple pets in one appointment with one invoice.

Can I track vaccinations and block bookings for unvaccinated pets?

Yes. Configure which vaccine types you require, set their validity periods, and choose whether expired ones warn the customer or block the booking. Customers upload certificates during the public booking flow.

Are intake fields customizable?

Yes. Toggle individual fields (behavioral notes, health issues, special instructions, vet contact, first-grooming flag, spay/neuter status) on or off, and set each one as required or optional. Custom fields are supported for anything outside the defaults.

What about service agreements — can customers e-sign?

Yes. Set up a service agreement once with your terms. Customers sign during their first booking, the signed copy is timestamped to their profile, and they don't re-sign unless you update the agreement text (versioned).

Is there a limit on the number of customers or pets I can store?

No hard limits on free or paid plans. Performance is tested with salons holding 50,000+ customer records.

156+ groomers on board

Start grooming
smarter, not harder.

A free plan that's actually useful. Setup that takes minutes. A team that picks up the phone.

Get started — freeBook a 15-min walkthrough
No credit card
Free forever plan
Cancel anytime
Setup in under an hour
9:41

Thursday, May 23

9:41

WhatsApp Business

Wed

Reminder sent to Sarah

Milo's Full Groom tomorrow at 11:30 AM

Stripe

1:42 PM

Payment received · $85.00

From Sarah J. · Milo's Full Groom

Stripe

9:27 AM

Payment received · $45.00

From James W. · Cooper's Bath & Brush

Google

now

★★★★★ new review

"Milo looked amazing — thank you!"

Gmail

8:14 AM

Vaccination expiring · Bella

Rabies expires in 7 days · renew by May 30

23

Google Calendar

Mon

New event · Cooper

Tomorrow 9:00 AM · Bath & Brush

Losing customers on Google?

Run audit