Creating a smooth and intuitive experience for your clients is critical to maintaining satisfaction and trust. Below are practical best practices for improving the client-facing experience across your account settings, forms, and service options.

Simplifying Service Options

When setting up Base Services and Time Block, especially those visible to clients, simplicity leads to better engagement.

Best Practices:

  • Minimize client-facing choices – Avoid listing multiple service variants with different prices.

  • Automate pricing based on real variables, using:

    • Additional Pet Pricing – Adjusts based on number/type of pets

    • Surcharges – Time of day, day of week, location, or last-minute

    • Addons – For optional extras like meds or extended time

    • Discounts – Based on volume or frequency

Client-level Personalization Options:

  • Custom Prices – Tailored service pricing for specific clients

  • Client Discounts – Applied directly in the profile

  • Custom Additional Pet Pricing – If a client’s pet mix needs unique handling

Combining these tools reduces how many Base Services and Time Blocks you need, keeps your interface clean, and provides a streamlined service request experience for clients.

Smart Field Setup for Clients & Pets

When configuring Client Fields and Pet Fields, strike a balance between gathering important details and keeping forms user-friendly.

General Guidelines:

  • Only require essential fields – Requiring irrelevant fields increases confusion and abandonment.

  • Keep forms streamlined – Too many inputs create friction.

  • Use clear, descriptive labels – Make it obvious what the client should enter.

  • Combine related fields – Consolidate multiple short inputs when a single structured field will do.

  • Use field directions – Help clients understand what’s being asked.

Pet Fields:

  • Specific Animal Fields – Use this setting to hide pet fields based on type, so clients only see relevant inputs.

Avoid Redundancy:

  • Scheduling details should be gathered when requesting service—not repeated in profiles.

  • Policies belong in registration flows or Client Forms—not in field clutter.

Tip: Clients who miss required fields will appear in the Errors tab under the Activity Log. Monitoring this area can help you identify which fields are causing confusion or frustration.


This ensures clients aren’t overwhelmed while still giving you accurate, relevant information.

Profile Review Reminders

If you use the Business Settings > Clients > Require Clients to Occasionally Review Profile & Pets setting, keep in mind the following.

  • Setting this frequently (e.g., every 3 months or less) may could intrusive to some clients, so use with caution.

  • If the feature isn’t providing value, consider:

    • Extending the review interval to 6 months or longer

    • Turning it off entirely

This reduces client friction while still encouraging up-to-date information at a pace that fits your business.