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What can I do with contracts, documents and vaccinations in Walkies?

Contracts clients sign in the app, documents, vaccination records and reminders, and client details.

Walkies keeps your paperwork in one place. Clients sign your contracts in the Walkies Journal app, and you can keep documents, vaccination records and the details you need for every visit on their profile.


Contracts and signing


Documents and files

  • Client documents: on a client's profile, under Documents, add a link to a file, or upload one on Walkies Max. Your client sees them in the Walkies Journal app.

  • Documents from clients: on Walkies Max, clients can share files with you from the Walkies Journal app, like vet records. See How do I share a document?

  • Company files: your own business files, like a price list or insurance certificate, for you to view and share. Needs Walkies Max. See How do I upload a company file?
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Vaccinations


Client and pet details

  • Client profiles: address, Access information, like a door code or where the key is, and an emergency contact name and phone number. See How do I add a client?

  • Pet profiles: things like the food schedule, how long they can be left alone, reactivity, vet details and medical information. See How do I add a pet?

  • Custom questions: ask clients your own questions about them or their pets. The answers are kept on their profile. See How do I add custom questions?

  • Kept up to date by clients: clients can change their own details and their pets' in the Walkies Journal app. See How do I update my details?
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Good to know

  • Only admins and sub-admins can create and send contracts, and add documents and vaccination records.

  • Team members can see what they need for a visit, like the address, access information and emergency contact. They can view documents and contracts, but not change them.

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