Good morning
Here's your studio at a glance
Total Clients
0
click to view β
Revenue This Month
$0
0 appointments β
Avg Lifetime Value
$0
click to view β
At-Risk Clients
0
overdue Β· click to recover
Today & Upcoming
OwnerDogServiceDate
Due for Rebooking
All clients up to date!
This Month
June 2026
$0
Su
Mo
Tu
We
Th
Fr
Sa
Reports & Analytics
Track revenue, retention, and growth
to
Total Revenue
$0
all logged visits
Avg Monthly Rev
$0
across active months
Return Rate
0%
2+ visits
Referral Rate
0%
of all clients
Revenue by Month
Tracked visit revenue over past 6 months
Revenue by Service
Which services generate the most income
Client Sources
How clients find your studio
Client Status Mix
Pipeline health overview
Top 10 Clients by Lifetime Value
Your highest-value relationships
Owner / DogBreed Β· ServiceAppointmentRevenueRetentionStatus
June 2026
Booked
VIP
Repeat
Sun
Mon
Tue
Wed
Thu
Fri
Sat
Day revenue
$0
Click any appointment to open
Period total: $0
Revenue Engine
Rebook, upsell, win back. Make every dog worth more.
Recoverable Revenue
$0
click to see clients β
Upsell Potential
$0
click to view β
Rebooking Backlog
0
click to see who β
Top Customer LTV
$0
click to rank β
π Overdue for Rebooking
No one overdue β great!
β¬ Upsell at Next Visit
No upsell suggestions.
π΄ Win Back (60+ days)
No lapsed customers.
All Customers β Retention Health
CustomerDog / BreedLast VisitVisitsLifetime $Next DueHealth
Owner / ContactDogServiceSourceStatusQuick Change
Pipeline
Client journey from inquiry to loyal repeat
Conversion Funnel
Follow-ups & Reminders
Everyone who needs a call or a booking nudge
Follow-up Urgency Breakdown
Overdue
Due soon
Upcoming
Overdue
0
need immediate contact
Due This Week
0
follow up soon
Total Pending
0
all follow-ups
All caught up!
Options
Configure your studio, pricing, and email reminders
Studio Information
Appears in email footers and reports
Brand Identity
πΌ
Click to upload logo
PNG, JPG, SVG β shown on invoices, booking page & sidebar
Contact & Location
Review Links (used in review request emails)
Service Pricing
Default prices auto-fill when adding new clients. Set duration to help with scheduling.
ServicePrice ($)Duration
Full Groom
Bath, dry, cut, nails, ears
Bath & Brush
Bath, dry, brush out
Nail Trim
Clip and file
De-shed Treatment
Undercoat removal + blow-out
Puppy First Groom
Intro groom for puppies
Senior Dog Spa
Gentle handling, joint-friendly
Teeth Brushing
Add-on or standalone
Ear Cleaning
Add-on or standalone
Payment Methods
Tell PawCRM how you accept payment β this auto-fills the payment instructions on every invoice
Which methods do you accept?
Your handles / links
Preview β how it appears on invoices
Email Setup
Connect EmailJS to send emails directly β no mail app pop-up, emails go straight to the inbox.
Step 1 β Connect EmailJS (free, takes 2 min)
How to get your free EmailJS credentials:
- Go to emailjs.com and create a free account
- Click Email Services β Add New Service β choose Gmail (or any provider)
- Copy your Service ID and paste it below
- Click Email Templates β Create New Template
- In the template use:
{{to_email}}{{subject}}{{message}} - Copy your Template ID and your Public Key (under Account β General)
Step 2 β Reminder Types
Appointment Reminder
Send 24h before scheduled appointment
Rebooking Nudge
Send when client is overdue for their next groom
Win-Back Campaign
Send to clients who haven't visited in 60+ days
Birthday / Anniversary
Send a special note on pet birthdays (if set)
Step 3 β Send a Test Email
Send Email Reminders
Select appointments to send reminders for, then hit Send Selected
β
No clients in this category right now
Email Templates
Customize the messages sent to clients. Use {variables} for personalization.
Appointment Reminder
Rebooking Nudge
Win-Back Message
Review Request
Available variables:
{owner_name} Β· {dog_name} Β· {breed} Β· {service} Β· {appt_date} Β· {studio_name} Β· {phone} Β· {email}
Day Sheet
Today's run sheet β print and hand to your groomer
Appointments
0
today
Est. Revenue
$0
booked
Dogs Checked In
0
of 0
Completed
0
of 0
Booking Page
Your public-facing page β share the link in your Instagram bio, Google Business, and with every client
Your Booking Page URL
Save your studio name in Options to generate your link
Page Content
Services to Show
Services are pulled from your pricing in Options β Pricing. Toggle which ones appear on the public page.
Testimonials
Live Preview
Email & SMS
Send reminders, follow-ups and win-backs via email or text β direct to your clients
Emails Sent
β
via EmailJS
EmailJS Status
β
connection
Connect Twilio (5 min setup)
- Go to twilio.com β create a free account (trial gives $15 credit)
- Get a phone number from the Twilio console (~$1/month)
- Copy your Account SID and Auth Token from the dashboard
- Paste them below and save
ClientPhoneLast VisitStatus
Add clients with phone numbers to send SMS
SMS Templates
Test SMS
Employees & Schedule
Manage your team, assign appointments, and share individual portal links
Your Team
Appointment Detail
Select an employee to view schedule
Invoices
Create, send, and track client invoices
Total Invoiced
$0
all time
Outstanding
$0
unpaid
Paid
$0
collected
Invoices Sent
0
total
#ClientServiceDateAmountStatus
Review Requests
Send review requests after appointments to build your reputation
Requests Sent
0
all time
Avg Rating
β
self-reported
Google URL
Set in Options β
review link
Last Request
β
sent
Recent Clients β Ready for Review Request
ClientLast VisitStatus
Review Message Preview
Subject
Message
Customize this template in Options β Templates
Owner Information
Quick Note
Dog Information
Service & Appointment
Click to mark this appointment as confirmed
Visit History & Revenue
0 visits Β· LTV $0 Β· Avg $0
Visits: 0
LTV: $0
Avg: $0
Notes & Activity Log