Customers & Pets

Every booking is a customer you should already know.

Profiles, pets, vaccinations, intake notes, history, spend — all on one screen, the second the phone rings or the door opens.

Bulk-import your existing customer listNo data lock-inCancel anytime

Customer & pet records — profiles, pets, vaccinations, history
22%Avg rebooking lift
10+Hours saved / week
500+Pets groomed monthly
99.9%Platform uptime
24/5Live support
22%Avg rebooking lift
10+Hours saved / week
500+Pets groomed monthly
99.9%Platform uptime
24/5Live support

No more "what's the dog's name again?"

Phone rings → caller ID matches a customer → their full pet roster, last service, and notes are on screen before you say hello.

Vaccinations tracked, not chased.

Expiry dates, reminders, certificate uploads — all captured at booking time, all surfaced on the customer profile.

Move from spreadsheet to system in a day.

Bulk-import customers, pets, and history from any CSV. Map columns once, validate, go live.

Customer profiles

Full customer profiles, accessible the second the phone rings.

Every profile aggregates everything: contact info, every pet, every booking, total spend, lifecycle stage, acquisition source, custom notes, and conversation history.

  • Single source of truth
  • Lifecycle stages auto-tracked
  • Acquisition source captured
  • Search by anything
  • Custom fields
Customer profile — contact, pets, bookings, payments, messages, lifecycle stage in one screen
Pet records

Detailed pet records that actually shape how you groom.

A pet profile isn't just a name. Breed, size, coat, weight, behavioral notes, health issues, vaccination status, per-pet price overrides — every field changes how you groom this pet.

  • Breed-aware pricing
  • Coat-type metadata
  • Per-pet price overrides
  • Behavioral & health notes
  • Multi-pet households
Pet record — breed, size, coat type, behavioral notes, vaccination status, per-pet price overrides
Vaccinations

Vaccination records, with the right friction.

Store rabies, DHPP, bordetella — any vaccine. Set expiry dates, upload certificates, show green/yellow/red status on every pet card. Optionally block bookings on expired ones.

  • Configurable vaccine types
  • Block-on-expiry rules
  • Certificate upload
  • Auto-reminder for expiring vaccines
  • Audit trail
Vaccination records — configurable types, block-on-expiry rules, certificate upload, auto-reminders
Intake forms

Configurable intake fields. No bloat, no forms-for-the-sake-of-forms.

You decide which intake fields appear on the public booking page, and which are required. Toggle on what matters for your salon, leave the rest off. No booking-form bloat.

  • Toggle per field
  • Required vs. optional
  • Custom field labels
  • Surfaces on customer & pet profiles
Intake fields — toggle per field, set required or optional, custom labels per salon
Agreements

Service agreements with signature capture.

Some salons require waivers, photo consent, or late-pickup policies. Customers e-sign once during the first booking — the signed copy stays on their profile and never gets asked again.

  • Custom agreement text
  • Signature on first booking
  • Versioned agreements
  • Customer can re-download
Service agreement signed during first booking — your wording, e-signature captured, stored on the customer profile
Bulk import

Bulk import. We do the heavy lifting.

Migrating from another tool or a spreadsheet? Upload your CSV, map your columns to ours, preview, fix errors, commit. Go live with your existing customer base intact.

  • Customer + pet + booking import
  • Column mapping UI
  • Pre-import validation
  • Resumable
  • Ongoing sync via API
Bulk import wizard — upload CSV, map columns, validate, fix errors before commit

Stop searching WhatsApp for "Bella's mom phone number."

We had 11 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.
S
Sarah
Salon owner
11 years
of legacy data imported
3 → 1
spreadsheets consolidated into one system
0 minutes
spent re-entering customer info

* Illustrative. Real customer metrics replace these before publish.

A CRM that knows pets exist.

CapabilityGeneric CRMThePetsMonk
Multi-pet households modeled natively
Breed / coat / size as first-class fields
Vaccination tracking with block-on-expiry
Per-pet service price overrides
Configurable intake fields per salon

Frequently asked questions

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.

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.

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 also supported for anything outside the defaults.

What about agreements / waivers — 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.

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.

Know every customer. Know every pet.

Bring your existing list. Set up in under an hour.

Losing customers on Google?

Run audit