Reviewing a Client & Creating an Order |

What This Tutorial Covers

This walkthrough shows the core daily workflow in Pawdmin — from pulling up a client profile to creating an order and scheduling it on the calendar.

Step 1: Client Profile

Start by opening a client's profile. You'll see their contact info with quick-action buttons for Call, Text, and Email. Below that are their pets, upcoming appointments, and pending orders. You can also see their preferred scheduling days and times at a glance.

Step 2: Pet Details & Vaccination Tracking

Click on a pet to see their full profile — breed, age, weight, vaccination status with expiration dates, and a one-click Verify button. If vaccinations are expired or unverified, you'll see a warning right away so you know before the appointment.

Step 3: Create an Order

Hit the + Appointment button to start a new order. Choose which pet the appointment is for, then browse or search your service catalog. Each service shows its duration and price. Add services to build the order — you'll see the total time and cost update in real time on the right side.

💡

Coat & Trim Photos

The order page includes upload areas for Current Look, Desired Look, and What to Avoid — so you and your client are always on the same page about the groom.

Step 4: Calendar & Scheduling

Once the order is created, it appears as a pending appointment. Open the Calendar to see your weekly view with all scheduled appointments, revenue per day, and status badges (Scheduled, Paid, Ready To Pay, Partially Paid).

Step 5: Drag & Drop to Schedule

Pending appointments appear at the top of the calendar. Click a client to see their orders with full service breakdowns and time requirements. Then simply drag the order onto the calendar to schedule it — drop it on the day and time slot you want. Pawdmin sizes the block based on the total service duration.

Client profiles with contact info, pets, and scheduling preferences
Pet vaccination tracking with expiration dates and verification
Service catalog with time-based and fixed-price services
Coat & trim photo references on every order
Estimate notes that get emailed to the client
Weekly calendar with color-coded appointment statuses
Daily revenue totals at a glance
Drag-and-drop scheduling from pending appointments