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TailPro Features · Client Handover Notes

Nothing important gets lost between handover.

Clients add important instructions when they book, feeding times, access details, preferences, and that note stays attached to the booking, visible to whichever staff member and shift ends up delivering the service.

No credit card required · Free plan, forever · Included on every TailPro plan

Keep everyone working from the same information

One client. One pet. One clear record.

The right information should follow the booking, not the person who took it. Whoever picks up this appointment sees exactly what the client asked for.

When information lives in people’s heads, things get missed

One booking, several people, one chance to get it right

A pet-care business often has more than one person involved in delivering a single service — different shifts, different staff, sometimes a different person entirely from whoever took the original booking. If the client’s instructions only live in someone’s memory or a message thread, the next person has to ask.

“What did the owner say?”
“Has this been done?”
“Is there anything I need to know?”

Repeated questions, missed instructions, inconsistent care, delayed tasks, and a client who has to explain themselves twice.

From scattered instructions to structured information

What happens to a client's request, two different ways

Without Client Handover Notes

Owner mentions something at drop-off
Told to whoever’s at the desk
Not written down anywhere
Doesn’t reach the person delivering the service

With TailPro

Owner adds a note while booking
Note attached to the booking automatically
Visible to whoever delivers the service
Instruction followed, first time

Handover notes for real pet-care situations

Not generic SaaS examples — the actual things clients tell you

“The owner is collecting early.”

A change to collection time, recorded so whoever’s on shift knows about it.

“Please use the sensitive shampoo.”

A grooming instruction, visible to whichever groomer carries out the service.

“Owner asked us to call before collection.”

A simple request that’s easy to forget if it’s only said once, out loud.

“Feed at 2pm, half a portion only.”

A specific feeding instruction attached directly to that day’s booking.

“No other dogs during the walk today.”

A preference the client wants respected on this particular visit.

“Please confirm once medication’s been given.”

A request for reassurance, answered without an extra phone call.

How it works

From client instruction to completed service

 

01

Record the information

The client adds a note or instruction while booking.

02

Keep it connected

The note stays attached to that booking automatically.

03

The team sees it

Whoever delivers the service sees the note before it starts.

04

The instruction is followed

The team acts on it, without needing to double-check with the client.

05

The record stays organised

A clearer history of what was communicated and when.

Repeated questions are a hidden form of admin

Give your team the information they need before they have to ask for it

When a client’s request isn’t recorded clearly, staff spend time asking each other what was said, whether something’s been done, or what time collection is. TailPro moves that information out of informal conversation and into the booking itself.

A booking alone isn’t always enough

Give your team the context they need

Booking+Pet Profile+Client Information+Handover Note=Complete Context

Where important information should live

Client Handover Notes vs WhatsApp

WhatsApp / informal messages

  • Buried in conversations
  • Difficult to find later
  • Separated from the booking
  • Dependent on whoever read it
  • Easy to overlook

TailPro Client Handover Notes

  • Recorded directly on the booking
  • Visible to the right team
  • Connected to the client and pet
  • Easy to find when it matters
  • Part of one organised process

Your team’s important information shouldn’t live in a chat thread.

What customers actually care about

Better handover. More consistent care.

Customers don’t necessarily care which team member is working. They care that their pet is looked after properly, their instructions are followed, and their requests are remembered.

Customers shouldn’t have to repeat themselves every time a different member of staff helps them.

A shift change shouldn't mean starting from scratch

When staff change, the information a client gave you shouldn’t disappear with them.

Built for different pet-care businesses

Useful whichever service you run

Pet Daycare

Pass feeding, behaviour and collection instructions between shifts.

Pet Boarding

Keep relevant instructions available throughout a pet’s stay.

Kennels

Support clear handover between teams managing arrivals and departures.

Pet Grooming

Keep service preferences and requests visible to whoever’s holding the clippers.

Dog Walking

Record relevant instructions a covering walker needs to know.

Pet Sitting

Keep visit instructions organised across multiple visits or sitters.

Home Visits

Help staff see relevant instructions before they arrive at the property.

Pet Training

Record client requests and follow-up information tied to each session.

From note to action

Don't just record the note — make sure it's seen before it matters

A handover note is only useful if the right person sees it at the right moment. Because it’s attached to the booking itself, it’s there in front of whoever’s delivering the service — not filed away somewhere they’d have to go looking for it.

Client-facing vs internal information

The right information for the right people

Client Handover Notes capture what a client tells you. For confidential, staff-only information — internal medical or behavioural detail your team records itself — that’s a separate, complementary feature.

Client Handover Notes

  • ✓ Client-provided instructions
  • ✓ Attached to the booking
  • ✓ Visible to the team delivering the service
  • ✓ Internal, staff-authored information
  • ✓ Confidential medical or behavioural detail
  • ✓ Visible to authorised staff only, not clients

Less repeating. More knowing.

What actually changes

Clearer Handover

Important information is easier for the next team member to find.

Fewer Questions

Staff spend less time asking what the client said earlier.

Better Continuity

Whoever picks up the booking has the context they need.

More Consistent Care

Important client and pet information is less likely to be missed.

Better Customer Experience

Customers don’t have to repeat the same instructions to different staff.

Less Admin

Less need for scattered messages, paper notes and verbal handovers.

Part of one connected system

Keep information moving with the booking

Customer

Provides the instruction

Pet

Profile & history

Booking

Note attached

Handover Note

Visible to the team

Staff

Deliver the service

Customer Update

Sent where relevant

Client Handover Notes FAQs

FAQs

TailPro Client Handover Notes let pet owners provide important instructions, preferences, and special requirements directly during the booking process. These notes are automatically linked to the booking and made visible to your team before the service begins, so nothing important gets missed.
Clients can add details relevant to their pet’s care, including feeding instructions, medication requirements, behavioural notes, access information, and any specific preferences for how their pet is handled. Custom booking fields let you prompt clients for exactly the information your team needs most.
Because instructions are captured in writing at the point of booking and attached directly to the relevant appointment, staff always have accurate information to hand before a service starts — whoever ends up delivering it, on whichever shift.
Instructions shared through messages or calls are easily forgotten, misheard, or lost in a busy inbox. Client Handover Notes captures everything in a structured format that stays attached to each booking and remains visible to every relevant team member, with no chasing or cross-referencing needed.
Yes. The notes feature is built into the booking flow so clients are prompted to add relevant details at a natural point in the process, meaning you collect better information upfront without following up with extra questions afterwards.
No. Client Handover Notes capture what the client tells you at the time of booking. Private Pet Notes is a separate feature for confidential, staff-authored information — medical or behavioural detail your team records internally that isn’t meant to be client-facing. The two work together but serve different purposes.
Yes, Client Handover Notes is part of the TailPro platform, including the Free plan, which is free forever with no credit card required. Full pricing details are available on the Pricing page, with no long-term contract required to get started.

Give your team the information they need.

Keep handovers clear, keep information organised, and keep your whole team working from the same picture.