Client Handover Notes
Capture Important Instructions Before Every Booking
TailPro’s Client Handover Notes feature allows clients to add important details during booking, ensuring your team has the right information before the service even begins. Clear communication upfront means safer care and fewer misunderstandings.
How Client Handover Notes Improve Your Service
Important details often get lost in messages, forgotten during busy days, or passed verbally between staff. That increases the risk of mistakes and inconsistent care.
Client Handover Notes ensures instructions are captured at the right time during booking.
With this feature, you:
Collect specific instructions directly from clients
Reduce back-and-forth communication
Ensure staff see important notes before each service
Improve care accuracy and consistency
Build client trust through clarity
Every booking arrives with the information your team needs.
How It Works
During the booking process, clients can provide detailed notes about their pet, preferences, access instructions, or special requirements. These notes are automatically linked to the booking and visible to your team.
Custom booking fields
Client-provided service notes
Clear staff visibility
Reduced reliance on memory
Accurate handover information
Instructions stay attached to the booking, so nothing is missed or forgotten.There’s no need to manually cross-check diaries or confirm every request. Everything stays aligned automatically.
Why It’s Better Than Verbal Instructions
Without a structured system, important details are shared in messages, phone calls, or casual conversations. That leads to confusion, repeated questions, and potential mistakes.
Client Handover Notes removes that uncertainty.
Your team works with clear written instructions. Clients feel heard and understood. Services run more smoothly with fewer follow-up questions.
Instead of chasing details you receive them upfront, organised and ready.
