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Contacts, notes, and client history

Everyone who has booked with you is a contact, with their animals, every meeting, every question, and your private notes in one place.

Part of Online Scheduler.

Open a contact

Go to Scheduler, then Contacts. Search by name or email. A contact shows their meetings past and upcoming, their animals, the questions they asked, where they came from, and the packages they hold.

Notes and tags

  • Notes are private to you. The client never sees them.

  • Tags are short labels you make up, like Puppy or Reactive, to filter the list.

Add a contact to your email tool

With Mailchimp, Brevo, ActiveCampaign, or MailerLite connected, press Add to list on a contact. New bookings and questions can be added on their own; see Sync Google Calendar or Outlook for connections.

Take your clients with you

Under Settings, then Account, download every client and every booking as a spreadsheet, any time. If your membership pauses, these two downloads stay open for 30 days.

Up next

Create your first booking page

Still have questions?

Use the chat button in the corner. A real person at PAWCAP answers.

Updated Mon, Nov 2, 2026