The glance
The block at the top of a booking answers the question you actually have on the doorstep: who is this, what am I doing, and is there anything I need to know first. Everything else is still below it, on the Visit, Customer and Money tabs.
The amber cards
Anything recorded under temperament, medical notes or special notes on the pet record surfaces here in amber, before you have scrolled anywhere. Amber is used in only two places in the whole app — here, and for the job that is running right now — so it never becomes wallpaper. If a dog is nervous of dryers, this is where you find out, not halfway through drying.
Four facts, chosen for your trade
Two are the same for everyone: what was booked, and how long it usually takes for this animal — adjusted for coat where you groom, so a wool cockapoo does not quote as a smooth one. The third follows your trade: coat for a groomer, walks alone or in a group for a walker, cats at home for a sitter, which course for a trainer. The fourth is when you last saw them, or “first visit”.
The last three visits
Date, what was done, and whatever was written on the report card. It is the fastest answer to “how did we do it last time”, which is the question that otherwise gets asked of the owner.
Owner
Phone and email are tappable — they dial and compose rather than needing copying out. Balance is what is still owed across every unpaid invoice, worked out from the payment ledger, so it can never disagree with the invoice screen.
Example
A groomer opens the eleven-fifteen on the way to fetch the dog in, reads “nervous of dryers — low speed, left table” before touching him, and sees the last visit added ear cleaning — so she offers it again rather than waiting to be asked.
FAQ
Where do the amber notes come from?
The pet record: temperament, medical notes and special notes. Fill those in and they appear here automatically — there is nothing separate to maintain.
Nothing shows for a group walk.
By design. A pack of six describes no single animal, and the roster above it already lists every dog with its own pickup details. Tap a dog there for that dog.
Why is “Usual” different from the service duration?
Because it is this animal’s usual, not the service’s. Where you groom, the coat multiplier is applied, so the figure is the one the diary would actually book.
The balance looks wrong.
It counts every invoice for that client that is not paid, void, refunded or draft, and takes the amount still owed after part-payments. A deposit already received will have reduced it. The Invoices screen shows the same figures broken down.
Can I hide it?
Not on its own, but the sections below it can be reordered and hidden with “Edit widgets” at the foot of the sheet.
It says “First visit” for a dog I have had for years.
It counts bookings on this pet record. If they were previously booked under a different pet record — a duplicate, usually — merge or correct the record and the history follows.