Client Record — [LAST NAME, FIRST NAME]

Client: [First Name Last Name]

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Contact Information

Field	Value
Phone (primary)
Phone (secondary)
Email
Preferred contact method	Phone / Text / Email
Best time to reach
Address
Emergency contact name
Emergency contact phone
Emergency contact relationship

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Client Notes

[Agent prompt: Record anything that helps deliver great service — communication preferences, scheduling quirks, important household context. E.g. “Always texts, never calls,” “Works night shift — do not call before noon,” “Always asks for status updates during groom.”]

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Loyalty Status

Field	Value
Loyalty tier	None / Regular / VIP
Total visits (lifetime)	0
Active package	None / Package name:
Package visits remaining
Referral source	Walk-in / Referral from: / Social media / Other:
Referred clients	(names of clients this person has referred)

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Dogs

[Agent prompt: Add one section per dog using the dog-profile-template. Copy the full template content below for each additional dog. Assign a sequential dog-id (D-XXXX).]

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Dog: [Dog Name]

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Basic Information

Field	Value
Breed
Mixed breed?	Yes / No — if yes, describe mix
Date of birth
Age
Weight	lbs
Sex	Male / Female
Spayed / Neutered	Yes / No
Primary color
Markings / distinguishing features
Dog ID	[D-0001]

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Coat Profile

Field	Value
Coat type	Smooth / Short / Medium / Long / Double / Curly / Wavy / Wire
Typical coat condition	Healthy / Dry / Oily / Prone to matting / Variable
Known skin sensitivities or allergies
Shampoo reactions (if any)
Preferred shampoo
Preferred conditioner
Special coat notes

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Temperament and Handling

Field	Value
Overall temperament	Calm / Anxious / Excitable / Reactive / Aggressive
Anxiety triggers
Known safe handling techniques
Known escalation signs
Muzzle required?	Yes / No / Situational — specify:
Prefers groomer to

Flags

None.

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Health Notes

Field	Value
Known health conditions
Current medications affecting grooming
Post-surgical or mobility restrictions
Senior considerations
Vet name
Vet phone

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Grooming Preferences and Standards

Field	Value
Preferred groom style
Clipper blade / length notes
Body length preference
Face trim preference
Ear cleaning	Yes / No / Not applicable
Nail service	Clip only / Grind only / Clip + grind
Bandana / bow preference	Yes / No / Color:
What this owner ALWAYS asks for
What this owner HATES

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Kendra’s Notes

[No notes yet.]

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Vaccination Record

Vaccine	Date on File	Expiration / Due Date	Verified By
Rabies
Bordetella
DHPP

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Service History

Date	Service	Groomer	Duration	Notes	Approved By

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Complete Appointment History (All Dogs)

Date	Dog	Service	Groomer	Total Charged	Notes