Getting Started
Set up your account and start managing your grooming business with ease.
Setting Up Your Salon Details
Learn how to add your salon’s location, contact info, operating hours, and branding so your business is ready for clients.
Setting Up Your Savvy Plan
Understand your subscription plan, available features, and how to adjust your plan to fit your salon’s needs.
Setting Up Payments
Connect your payment processor, configure client payment options, and set rules for deposits and cancellations.
- Setting up Savvy PayFind out how to get started creating and verifying your merchant to start taking payments!
- Setting up Booking PoliciesYour booking policy helps set clear expectations with clients by showing how payments, deposits, no-show fees, and late cancellation charges are handled.
- Payment For All BookingsSet how payments are collected for both manual bookings (added directly to the calendar) and online bookings.
Setting Up Automations
Automate appointment reminders, follow-ups, and recurring notifications to save time and keep clients engaged.
Setting Up Notifications
Learn how to notify staff and clients about bookings, cancellations, or updates, and customize message templates.
Setting Up Appointments
Create and manage appointment types, set booking rules, and define cancellation policies to keep your schedule organized.
Setting Up Services & Products
Add all grooming services, optional add-ons, and retail products with pricing and inventory for easy booking and sales.
- Service ListYour services are categorized into groups to help clients find what they need on your online booking form.
- Products ListIf you sell physical items like shampoos or treats, use the Products List tab to track inventory stock levels and pricing.
- Additional ChargesManage and create add-ons, extra fees and discounts to ensure your invoices accurately reflect the work performed.
- Services ConfigurationCentral control panel for labels and options, ensuring consistent terminology across your Services List.
Setting Up Staff
Add staff profiles, assign services, configure schedules, and manage permissions to run your salon efficiently.
- Staff ListYour central directory for all active team members across locations. View contact details and easily add or edit staff/ users.
- Staff RotaManage your team’s availability to ensure your online booking calendar only shows slots when groomers are on shift.
- Staff RolesDefine what each team member can see and do within the system to maintain security and smooth operations.
Setting Up Taxes
Apply local sales or service taxes, assign rules to services and products, and ensure accurate calculations.
Setting Up Online Booking
Customize your booking page, select services and staff, and test the process to allow clients to book online easily.
- GeneralLearn how to customise the look and behaviour of your booking system for clients.
- Online Booking ConfigurationLearn how to automate appointments, collect pet data, and secure payments through the customer portal.
- How to get your online booking website to your clientsSharing your online booking with clients
- Client's view of online booking/ the customer portalClients using the online booking can see and update their details in Savvy Pet
Setting Up the Calendar
Organize appointments by day, week, or month, color-code schedules, and easily reschedule with drag-and-drop functionality.
- Calendar - GeneralManage appointments, staff schedules, and business hours in one place. You can customize the layout, adjust time settings, and sync with other calendars for seamless scheduling.
- Calendar - IntegrationsYou can connect your Savvy calendar to third-party apps to keep all your appointments synced.
Setting Up Flags
Mark appointments with special notes or VIP indicators to keep your team informed and provide personalized service.
Setting Up Messaging
Send messages to staff and clients, create reusable templates, and test notifications to ensure smooth communication.