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Customers
What is a Customer?
A Customer record holds everything you need to serve a client — their contact details, their pets, and the addresses you collect from and deliver to.
2 min read
A Customer is a client of your parlour — the record that holds their contact details, their pets, and the addresses you collect from and deliver to. A customer must exist before you can create a booking for them.
What a Customer Record Holds#
| Part | What it covers |
|---|---|
| Contact details | Name, phone number, and (optionally) email address. |
| Pets | Every pet belonging to the customer, managed under the customer's Pets tab. |
| Addresses | Every address the customer books transport from/to, managed under the customer's Addresses tab. |
| Account | The billing account tied to the customer, if invoicing is enabled. |
Staff-Managed vs Self-Serve Customers#
When you create a customer, you choose whether they manage their own bookings or not:
- With an email address — the customer is invited to sign in and manage their own bookings themselves.
- Without an email address — no invite is sent, and your team manages bookings for them.
Either way works the same for scheduling and billing — the only difference is who logs in to make bookings.
Pets and Addresses#
Both pets and addresses live on the customer's profile, and both are needed before you can book transport for that customer:
- Add pets under the customer's Pets tab — a pet must exist here before it can be selected on a booking.
- Add addresses under the customer's Addresses tab — required if the booking's transport mode is anything other than None.
See Create a customer for the full walkthrough.
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