Understanding the Right-Hand Pane in the Contacts Tab

The right-hand pane in the Contacts section provides a complete overview of a client's interaction history, along with key tools to help you manage appointments, tasks, documents, payments, and more. This article outlines each section and how it can be used in your day-to-day workflow.

1. Activity

This section shows a high-level timeline of all interactions with a contact. Examples include:

• Waiver completions
  
  

• Page visits (e.g. appointment confirmation pages)
  
  

• Payments made
  
  

Use this view to quickly understand the overall engagement history with a client.

2. Tasks

Assign tasks to yourself or your team for specific clients. This is useful for solo groomers and team-based salons alike.

To create a task:

1. Click Add
   
   

2. Fill in a title (e.g. Return collar)
   
   

3. Add a description (e.g. Return Fluffy's collar during next visit)
   
   

4. Select a due date/time
   
   

5. Assign the task to a team member
   
   

6. Click Save
   
   

You can:

• View pending and completed tasks
  
  

• Filter tasks by user
  
  

• Mark tasks as complete (they'll disappear from the active view)
  
  

This feature is helpful for assigning follow-ups or grooming-specific reminders, especially when a different team member will handle the next appointment.

3. Notes

Use this area to log important client or pet information, such as behavioural notes or special care instructions.

You can:

• Add new notes manually
  
  

• View automatically generated notes when:
  
  

  • A waiver is signed
    
    

  • An end-of-groom report is completed
    
    

Notes are time-stamped and show who created them, making it easy for all staff to stay informed.

4. Appointments

This section lists all appointments for the contact, including any cancelled bookings.

To create an appointment directly from the contact record:

1. Click Add
   
   

2. Choose the relevant calendar (service)
   
   

3. Select the appointment time
   
   

   • Adjust duration if needed via the Custom tab
     
     

4. Choose if the appointment is Confirmed or Unconfirmed
   
   

   • Select Unconfirmed if you're using SMS appointment confirmations
     
     

Note: Appointments booked here are tied directly to the selected contact. You can also book appointments via the Calendars tab (covered in the next article).

5. Documents

Store important files for each contact.

Supported file types include:

• Images (e.g. pet photos)
  
  

• PDFs
  
  

• Veterinary records
  
  

• Any general file uploads
  
  

To upload a document:

1. Click Add
   
   

2. Choose New File
   
   

3. Select a file from your computer
   
   

Uploaded documents will remain linked to the contact’s profile for future reference.

6. Payments

This section provides a full history of transactions linked to the client, including:

• Manual payments
  
  

• Invoices
  
  

• Subscriptions
  
  

Manual payments logged via the mobile app will also appear here as invoices.

Additional payment features (under the Actions menu):

• Add a card on file
  
  

• Charge a saved card (e.g. for a no-show)
  
  

• Create a new subscription
  
  

• Issue or manage invoices
  
  

• Send payment estimates (useful for quoting specialised or uncommon services)
  
  

7. Subscriptions & Invoices

If a client is enrolled in a recurring payment plan (e.g. $100/month), it will appear under Subscriptions.

Invoices automatically reflect:

• Manual payments
  
  

• Services rendered
  
  

• Subscription charges
  
  

This right-hand pane helps consolidate all important client data in one place, making it easy to manage each customer efficiently — whether you’re solo or managing a full team.