Clients & pets
Households, multi-pet profiles, and everything staff need before they leave
Pet care is household-based: one client record often covers several pets, multiple phone numbers, and access instructions that must not get lost between office and field.
PetWalkly keeps clients, pets, and billing rules together so schedulers, walkers, and your invoicing screen all read from the same source of truth.
Import an existing client list from Excel in one pass — one row per household, multiple pets separated with slashes — then refine profiles as you go live.
Pet profiles that staff actually use
Walkers and sitters open the client on mobile before they reach the door.
- Multiple pets per household with individual names, breeds, and medical notes
- Vaccination dates and vet details when you track compliance
- Pet-specific instructions alongside household-level access notes
- Quick search from web or mobile when a client calls mid-round
Pricing and billing per household
- Set whether a client is billed weekly, monthly, or ad hoc on their profile
- Special pricing rules adjust service charges without editing every visit
- Default staff assignment speeds up repeat bookings for regular routes
- Payment method and portal flags live next to contact details
Areas, services, and history
- Tag clients to geographic areas that match your service list
- Open visit history to answer “when did we last see Bella?” without digging through spreadsheets
- Per-client scheduler view when you need one household’s calendar only
- Export and re-import client rows in the same Excel format as setup
Onboarding new households
- Send intake invite links from the client list when you publish a form
- Approve intake submissions as new clients with portal access in one flow
- Bulk import hundreds of households from a legacy export before go-live
- Archive intake responses alongside the live client record
Explore more
- Scheduling — Visits, daycare, and boarding in one calendar
- Client intake forms — Custom application forms, public links, and approve-as-client workflow
- Operations dashboard — Requests, to-dos, dog field bookings, and today’s schedule in one place
- Dog field bookings — Secure field hire — booking groups and optional email ingest