Update a client or pet

Keep client and pet info sharp (names, contact details, address, vet info and notes) and manage the client balance.

Update a client

1. Open the client: Clients & Pets → Clients, then click a client's name.
2. Update contact details: name, phone, email. These drive reminders and receipts, so keep them accurate.
3. Edit the address: if you want it on invoices. The client page shows a map preview when an address is saved.
4. Set contact preferences: under Preferred Contact Method, choose Email or Text for future eligible notifications. See Use SMS notifications.
5. Update notes: payment preferences, availability, anything future-you will thank you for.
6. Manage client balance: the Balance panel lets you add or remove credit with Adjust Balance.
7. Review registered pets: the linked pets section shows their pets with quick links. Use Add Pet to register another.
8. Save: click Save Changes.

   

Header actions

• Add Pet: quick shortcut to attach a new pet to this client.
• Delete Client: available only when the client has no pets; otherwise disabled to protect your records. Deleting is a soft delete, so data is retained for long-term reporting.

Update a pet

1. Open the pet: from Clients & Pets → Pets (or via a client record), click the pet's name.
2. Update the basics: name, breeds, sex, weight, date of birth, linked client, and profile photo.
3. Adjust health & medical info: temperament, allergies, medical conditions.
4. Refresh grooming & vet info: Last Groomed, Microchip Number, and vet details.
5. Recall reminders: use Exclude this pet from recall reminders to opt out; the pet won't appear in overdue lists.
6. Update pet notes: keep quirks and reminders fresh.

Header actions

• New Booking: create an appointment for this pet directly from their profile.
• Delete Pet: soft-deletes the pet so it's removed from lists but retained for reporting; booking history stays in your records.

Client balance

The client balance is Barkway's home for prepaid money: one clear place to hold funds that can be used on future bookings.

• One balance per client: holds prepaid money and overpayments.
• Overpayments roll forward automatically into the balance.
• Apply it when needed: cover a deposit requirement or a remaining invoice balance.
• Everything is logged: each credit or debit creates a balance entry for your records.

To manually adjust a balance: open Clients → Edit Client, scroll to Client balance, and click Adjust Balance, then choose Add credit or Remove credit and add a reason.

When recording a payment or deposit, tick Use client balance to apply it. Barkway caps the amount to the available balance and the amount due.