Add a client

Clients are the backbone of your business. Keep their details tidy with contact preferences and helpful notes.

Step-by-step

1. Click New Client — open Clients & Pets, choose Clients, then hit New Client.
2. Enter the client's details
   • First Name (required)
   • Last Name (required)
   • Phone (optional but recommended for quick calls)
   • Email (optional, but required if you want email reminders)
3. Add an address (optional) — use Find Address for a quicker lookup, or enter it manually if you want it on invoices. After saving, the client page shows a map preview.
4. Set contact preferences — choose Email or Text. Barkway uses this for messaging.
5. Add an emergency vet (optional) — helpful in the rare case you ever need it.
6. Add notes (optional) — business notes like "Always pays cash" or "Prefers early slots."
7. Save the client — click Create Client.

   

What happens after I save?

• The client is added to your searchable list.
• You can add pets, bookings, and balance activity from the client page.

Pro tips

• Always grab at least one contact method (phone or email).
• Use client notes for business info. Pet quirks belong in pet notes.
• Keep addresses updated if you use the map preview.

Once the client is saved, add their pet straight away.