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.]
| Channel | Available? | Notes |
|---|---|---|
| Phone call | Yes | Preferred 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-in | No | By 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
- Collect all required information over the phone (or via intake form if offered)
- Create a new client record in
05-Client-and-Dog-Knowledge/active-clients/using the client-record-template - Create a dog profile within that client record for each dog
- Verify or request vaccination records before confirming the appointment
- Recommend Tier 2 or Tier 3 for new clients — it allows time to build the dog profile
- Confirm the appointment and send a confirmation (see below)
Appointment Confirmation
Every confirmed appointment receives a confirmation:
| Method | Timing | Content |
|---|---|---|
| Text or call | Within 24 hours of booking | Date, time, service, estimated price, what to bring |
| Reminder | 48 hours before | Date, time, cancellation policy reminder |
| Same-day reminder | Morning 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 Tier | Small Dog | Medium Dog | Large Dog | XL 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
- Cancellation terms: cancellation-and-no-show-policy
- Late arrival procedure: late-arrival-policy
- Vaccine requirements: health-and-vaccine-requirements
- Scheduling agent procedure: scheduling-procedures