CRM & Client Management

Know Every Client and Every Dog Before They Arrive

A CRM built specifically for dog grooming. Every client record, pet profile, grooming history, behaviour note and consent form — in one place, accessible by your whole team in seconds.

No payment required. No credit card. Cancel anytime.

Dog groomer reviewing client pet records on laptop in professional grooming salon

What a grooming CRM actually does

A CRM is the central record of everything you know about your clients and their dogs. For a grooming salon, that means far more than a name and a phone number.

It means knowing that Bella the cockapoo gets anxious near the dryer, that Max the doodle always needs an extra 30 minutes on his coat, and that Mrs Thompson prefers morning appointments and always books both her dogs together. That knowledge builds loyalty, reduces incidents, and lets any groomer deliver the same quality every time.

See any dog's full history before an appointment
Share knowledge across your whole team instantly
Never ask a returning client for their details again
Build a professional, documented record of every groom
Protect yourself with signed consent forms on file
Set accurate pricing per dog based on actual effort

Everything stored. Everything accessible.

Complete Client Records

Name, contact details, communication preferences, notes, and full appointment history for every client.

Detailed Pet Profiles

Breed, age, weight, coat type, vaccination status, behaviour notes, and grooming preferences for every dog.

Full Grooming History

Every appointment this dog has ever had with you — dates, services, notes and who carried out the groom.

Documents & Consent Forms

Store signed consent forms and documents against client records. Digital e-signature supported.

Per-Pet Pricing

Set a custom groom price per dog that overrides the service default — for dogs needing extra time or care.

Behaviour & Safety Notes

Record handling notes, anxiety triggers, and safety information visible to every groomer on your team.

Deposit & Payment Tracking

Record deposits taken, payment method (cash or card), and products sold against each appointment. The system tracks what was paid and how — it doesn't process or take payments.

Why it matters as your salon grows

When you have 20 clients, you carry most of this knowledge in your head. When you have 200, or when you bring on a second groomer, that's no longer possible.

A new groomer joins your team

Without a CRM, they start from zero with every dog. With Pawfectly Booked, they see the pet's full history, behaviour notes and special instructions before they've met the dog.

You're covering for a colleague

You pull up the appointment, read the pet record, check the notes. You're prepared. The client notices no difference in quality.

A client disputes a charge

You have a complete record of every appointment, service, and agreed price. Disputes are easy to resolve with documented history.

Switching from another system is quick

Whether you're moving from a spreadsheet, paper record cards, or another piece of software, you don't have to start from scratch.

1

Download the CSV template

One click to get a pre-formatted spreadsheet with every column labelled. Fill it in with your existing client and pet data — copy-paste from Excel, export from another tool, or type it in.

2

Upload and validate

We check every row before saving anything: missing required fields, invalid emails, wrong date formats. We also spot breed names we don't recognise and suggest the closest match from your breed list.

3

Review and go

See a summary of what was created, what was skipped (because it already existed), and any errors. If anything looks off, one click undoes the entire import — no data left behind.

Up to 500 clients per file · Existing clients matched by email or phone are never duplicated · Pets are added to existing clients automatically

Frequently asked questions about grooming CRM software

A CRM for dog groomers stores all client and pet information in one place — contact details, pet profiles, grooming history, behaviour notes, vaccination records, and appointment history.

Breed, age, weight, coat notes, behaviour notes, vaccination status, grooming history, photos, and special handling instructions. You can also set a custom price per pet.

Yes. Each pet record has a behaviour notes field visible to your whole team when reviewing bookings or preparing for appointments.

Yes. All client and pet records are shared across your team in real time. Any groomer can access the full history before an appointment.

Yes. You can set a custom groom price on each pet record that overrides the service default — useful for dogs requiring extra time or care.

Yes. Client documents including signed consent forms can be stored against records. Pawfectly Booked also includes digital consent forms with e-signature capability.

Yes. Use the Data Import tool (Settings → Data Import) to upload a CSV of up to 500 clients and their pets in one go. We validate every row before saving, suggest corrections for unrecognised breeds, and skip existing records matched by email or phone so you never end up with duplicates. There's also a one-click undo immediately after the import if anything looks wrong.

No — the system doesn't handle money or connect to a card reader. What it does do is let you record, against each appointment, whether a deposit was taken, how much it was, and whether it was paid by cash or card. The same applies to product sales and the final service total — it's a record of what happened, not a payment processor.

Stop relying on memory. Start building a professional record.

Try Pawfectly Booked free for 14 days.