The Contacts tab is your central hub for all client and pet information in FurFlow. Whether you're importing existing data, adding new clients, or updating records, this section gives you complete control over contact management and communication.

Accessing the Contacts Tab

Click on the Contacts icon in the left-hand menu to open your contact list. If you're just starting, this area may be blank unless we've already imported your data from your previous software.

Customising Contact Columns

You can fully customise the information displayed in your contact list:

1. Click Columns in the top right.
   
   

2. Select or deselect fields such as:
   
   

   • Tags
     
     

   • Activity
     
     

   • Pet Breed
     
     

   • Owner's First Name and Surname
     
     

   • Phone number, etc.
     
     

3. Rearrange columns to suit your workflow.
   
   

If you’d like help setting up your preferred layout, feel free to reach out during your onboarding session or message our support team.

Adding a New Contact

To add a new contact:

1. Click the + icon in the top right.
   
   

2. Upload an image (512x512 recommended) – optional, but great for visual reference.
   
   

3. Fill out the pet’s first and last name.
   
   

4. Add the owner's email and phone number.
   
   

5. Select a Contact Type (Lead or Customer).
   
   

6. Choose their Time Zone.
   
   

7. DND channels if they don’t want SMS or email communication (e.g. for landline numbers to avoid bounced messages and spam flags).
   
   

Viewing and Editing Contact Information

Click into a contact card to access full details. You’ll find:

• Basic Info: Pet name, sex, weight, age, breed(s), owner's details.
  
  

• General Info: Address, city, country, and pet photo.
  
  

• Additional Info: Behavioural or medical notes, second contact details, DOB, red flag notes.
  
  

Red Flag System

Red flags allow you to add internal alerts for particular pets:

• Add a Red Flag Note explaining the issue.
  
  

• Tag the contact with the Red Flag to activate notifications.
  
  

• You’ll receive an internal alert any time that client makes contact.
  
  

Waivers

Waiver history and management are available directly within the contact record:

• View signed waivers with timestamps.
  
  

• Send new waivers with a single click via Tags.
  
  

• Tags like "Anxious Dog", "Matting Policy", or "Medical Issues" are linked to waivers.
  
  

• Non-waiver tags include "12 Week Reminder" and "Blacklist".
  
  

Note: The “12 Week Reminder” tag is automatically applied after an appointment and removed when they rebook. The “Blacklist” tag prevents all communication from that contact.

Messaging & Communication

View and respond to client messages from the conversation panel:

• Filter messages by SMS, WhatsApp, or Email.
  
  

• Reply directly from the contact view.
  
  

• All waiver confirmations also appear here for reference.
  
  

Contact Activity Feed

The Activity Feed on the right-hand side shows all recent interactions:

• Form submissions
  
  

• Waiver completions
  
  

• Appointment history
  
  

• Task updates
  
  

Click any item to view the related document or action.

Tasks

Assign tasks to team members from within a contact card:

1. Go to the Tasks tab.
   
   

2. Click + Add.
   
   

3. Add a task name, description, due date, and staff member.
   
   

4. Assigned tasks appear in the user’s dashboard on login.
   
   

Great for staying on top of follow-ups or pet-specific prep work before appointments.

Notes

Use the Notes tab to:

• Record manual notes about the pet or owner.
  
  

• View automatic notes generated when waivers are signed.
  
  

• Set reminders for upcoming document renewals (e.g. every 6 months).
  
  

Appointments

Under the Appointments tab, view upcoming bookings for each contact. If no appointments exist, this section will remain empty.

Documents

Upload and store files under the Documents tab. Supported file types include .png, .jpeg, .pdf, and more.

Payments

The Payments section lets you:

• View past transactions and subscriptions.
  
  

• Add a credit card on file.
  
  

• Charge a card, create an invoice, or start a subscription.
  
  

Helpful for enforcing no-show fees or offering recurring billing options.

Advanced Settings

Some additional options include associating clients with specific groomers or staff. This is optional and more useful for multi-location or larger team setups.