Menu
Access all your daily grooming tools in the left menu, and how to do daily tasks.
30 articles
Calendar
Find how to get the most out of and use your Savvy Calendar
- Creating appointments with Savvy PetCreating bookings into your calendar
- How to rearrange a scheduled appointmentRearranging scheduled appointments
- Cancelling or deleting an appointmentHow to cancel or delete appointments
- Editing the length of the appointmentChanging the length of an appointment
- Calender ViewsHow can you view your appointments with Savvy Pet
- Adding a discount or additional charge to an appointmentHow do I apply service discounts?
Appointments
View all appointments as a list including deleted appointments
Customers And Pets
View customers and pets as a list, view archived and black listed
- Customers & PetsFind lists of Active, Archived and Blocked Customers & Pets, manage and search for clients.
- How to send all future appointments to clientsSend all future appointments to clients via email or SMS
- Can I merge a Customer or PetUnfortunately, there is no way to merge customers or pets
- Handling a Rainbow Bridge/ Deceased PetIf a pet has died, find out how Savvy can make this time less stressful for Clients and Groomers when a pet has passed away
- How to Transfer a Pet to Another OwnerIf a pet needs to be assigned to a different customer account, you can transfer ownership directly from the pet's profile.
Forms
Create your Forms contracts and more
Transactions
All your transaction and invoice question answered
- TransactionsFind your unpaid invoices and how to send message to clients to request payment
- InvoicesFind all the information you need to know about how invoices work with Savvy Pet
- Discount CodesFind out how to create and manage your discount codes
- How to add a payment to Savvy PetFind how to add a transaction to an appointment, and how to edit it or delete!
- How to refund/partially refund a transactionHow to mark a refund in Savvy
- Did my customer pay?Can't find an online booking transaction?
- Retail Sales
- How do I get my data into an accounting programme?Using QuickBooks or Xero, how to get your data into your accounting programme
- Payment Plans
Messaging
how many credits do you have left? where to see a message has been sent?
Reports and Analytics
Learn how to monitor salon performance, track key metrics, and make data-driven decisions.
- Sales Reports & AnalyticsLearn how to track, total sales transactions for completed appointments, including services and products sold.
- Appointments Reports & AnalyticsLearn how to track, past scheduled appointments: completed, cancelled and no-show.
- Staff Reports & AnalyticsLearn how to track, staff-handled appointments, generated revenue, hours worked and more.
- Customer & Pets Reports & AnalyticsLearn how to track, existing and new customers and pets.
- Services & Products Reports & AnalyticsLearn how to track, total services and products sold.
- Savvy Pay Reports & AnalyticsLearn how to track, Savvy Pay balance and payouts.