05 — Client and Dog Knowledge Base

The dog profile is the most important artifact in this vault. It’s what allows a groomer who has never met a dog to walk in and deliver a consistent, safe, personalized groom on the first appointment.

How This Section Works

Each client gets one file in active-clients/. That file contains:

  • Client contact information and preferences
  • One embedded dog profile per dog they bring in
  • A complete appointment history table

Templates

Always use these templates when creating new records:

TemplateUse For
client-record-templateAny new client — one file per client household
dog-profile-templateEach dog within a client record

Active Clients

Files live in active-clients/. Name each file: LASTNAME-FIRSTNAME.md

Example: active-clients/Johnson-Sarah.md

Agent Instructions

Creating a New Client Record

  1. Copy client-record-template to active-clients/LASTNAME-FIRSTNAME.md
  2. Fill in all contact fields
  3. Add a dog profile section for each dog using dog-profile-template
  4. Record vaccine dates and note the verification date

After Every Appointment

  1. Open the client’s file in active-clients/
  2. Add a row to the Service History table (bottom of the dog profile)
  3. Record the groomer who performed the service and who approved it
  4. Note any observations about coat condition, temperament, or special handling
  5. If Kendra added notes, record them in the Kendra’s Notes field — do not overwrite previous notes, append with date

Flag Procedure

If a dog displays aggression, biting, or unusual health symptoms:

  1. Record in the dog profile under Temperament & Handling → Flags immediately
  2. Bold the flag text: **Has snapped at ears. Muzzle required for ear cleaning.**
  3. See aggressive-dog-policy for the full escalation protocol

Cross-References

1 item under this folder.