Booking Policy


How Appointments Are Made

[Agent prompt: Specify which booking channels will be available at launch. Common options: phone call, online booking portal, text message, walk-in.]

ChannelAvailable?Notes
Phone callYesPreferred for new clients — allows profile creation
Online booking[Yes/No — pending software selection]Existing clients only (dog profile must exist first)
Text message[Yes/No]
Walk-inNoBy appointment only

Required Information at Booking

All of the following must be collected before an appointment is confirmed:

For all clients:

  • Client first and last name
  • Phone number (primary)
  • Preferred contact method (call, text, email)
  • Dog’s name and breed
  • Dog’s approximate weight
  • Service requested (tier + any add-ons)
  • Any known health conditions, aggression flags, or special handling needs

For new clients (first visit):

  • All of the above, plus:
  • Emergency contact name and phone number
  • Vaccination records (Rabies, Bordetella, DHPP) — see health-and-vaccine-requirements
  • Completed dog intake notes (recorded in the new dog profile)

New Client Intake Process

  1. Collect all required information over the phone (or via intake form if offered)
  2. Create a new client record in 05-Client-and-Dog-Knowledge/active-clients/ using the client-record-template
  3. Create a dog profile within that client record for each dog
  4. Verify or request vaccination records before confirming the appointment
  5. Recommend Tier 2 or Tier 3 for new clients — it allows time to build the dog profile
  6. Confirm the appointment and send a confirmation (see below)

Appointment Confirmation

Every confirmed appointment receives a confirmation:

MethodTimingContent
Text or callWithin 24 hours of bookingDate, time, service, estimated price, what to bring
Reminder48 hours beforeDate, time, cancellation policy reminder
Same-day reminderMorning of appointment”We’re looking forward to seeing [dog name] today!”

What to Tell Clients to Bring

  • Vaccination records if not already on file
  • Any special shampoo or product if they have a skin-condition dog
  • Nothing else — we provide everything

Appointment Length Estimates

[Agent prompt: Fill in typical appointment times by tier and dog size. These help set realistic scheduling expectations.]

Service TierSmall DogMedium DogLarge DogXL Dog
Bath & Brush[XX] min[XX] min[XX] min[XX] min
Full Groom[XX] min[XX] min[XX] min[XX] min
Add ~30 min for: severely matted, first-time, or anxious dogs

Cross-References