1. Pet Grooming Management
  2. Features
  3. Visit delivery
Feature · Visit delivery

Visit delivery

Tie check-in and coat observations to the confirmed booking and pet.

OverviewDelivered Grooming Work
Pet Grooming Management · Visit delivery

Delivered Grooming Work

Grooming services

New
BookingPetService typeCoat conditionCompleted at
BKN-45743PTS-8234ST-315CC-60504 Oct
BKN-82728PTS-9041ST-779CC-34012 Oct
BKN-67053PTS-4500ST-717CC-78512 Oct
BKN-91210PTS-6081ST-417CC-83407 Oct
BKN-41269PTS-9951ST-189CC-11308 Oct
6 of 6 records
ST-315Grooming services · GS-80484
BookingBKN-45743
PetPTS-8234
Coat conditionCC-605
Completed at04 Oct
Example screen with sample data

What you can do

Carry the booking into the visit

The Instructor starts from a confirmed booking and checks that the member, session and pet match the animal arriving at the studio. Attendance records when that booking was checked in and which staff member recorded it. The delivery command moves the booking to Attended, consumes one plan session and marks the session Completed after all its bookings have reached a terminal outcome.

Grooming work is captured separately for the booking and pet. The record carries the service type, coat condition and completion date, so the next instructor can read what was actually done for that animal. This is a service history for a pet, not a general note on the member. When an owner has more than one pet, the pet link is the crucial part of the handoff.

How the work is organized

  • Check-in. Work from a confirmed booking and record the staff member responsible for attendance.
  • Service evidence. Capture the delivered service and coat observation against the exact pet.
  • Session completion. Review all booking outcomes before treating the session as finished.

What to agree during setup

The Studio Manager should identify who may mark a booking Attended and what evidence an Instructor must record before the pet leaves. Decide how staff handle a no show without producing attendance or grooming work, and how they correct a pet selected in error. The capture command validates the acting instructor through their People.User link and validates both booking and pet references. It also rejects impossible intervals and returns the original record for a repeated booking, pet, service type and completion date.

Train instructors to read the handling notes before beginning work and to describe coat condition in language the next team member can understand. If a grooming visit includes more than one service type, keep each recorded piece of work tied to the same booking and pet. Review the resulting history before another appointment so continuity depends on the saved record rather than one person’s memory.

Check the handoff on an actual case

Confirm a member’s place in an open session and select the owner’s pet. Have the assigned Instructor check in that booking and record grooming work with a coat condition. Verify Attendance identifies the booking and recorder, the Booking is Attended and the grooming services record points to the correct pet. Submit the same grooming work again and expect the existing record reference. Inspect the session after every booking has ended and confirm that it is Completed.

What your team sees

  • Delivered Grooming Work — Review pet, booking, service and coat observations from completed visits.
  • Confirmed bookings — Find arrivals that are ready for attendance capture.

Follow the work through

Use visit delivery to rehearse check-in and completed grooming evidence.

What it keeps track of

Data model
Attendance
Check-in evidence recorded when a confirmed booking is delivered.
Grooming services
Grooming work delivered for a booking and pet, with coat condition evidence.
Bookings
Member reservations against a session, with reserved places and lifecycle state.
Pets
Pet profiles owned by a member, with breed and handling notes.
People
Staff and instructors who deliver grooming sessions and record operational evidence.
Sessions
Scheduled grooming sessions delivered by an instructor for a service.

Who uses it

Permissions
Instructor
, Studio Manager, Booking Coordinator and Admin.

Set up Pet Grooming Management your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started