Booking requests and attendance
Review new requests and their status, find upcoming stays and see arrivals and departures. Duplicate-request safeguards help avoid creating the same booking twice.
Pet resort CRM features for the whole visit.
A dog arrives with a booking, care instructions and a family waiting for an update. These are the records Dog Tail keeps connected through the day.
Prepare before the lobby gets busy.
Boarding rooms and intake checks
Use the room grid for overnight stays. Review vaccine, agreement and balance warnings at check-in, alongside belongings and emergency contact information.
For a closer look at drop-off and pickup, read the dog daycare software guide.
Leave a useful record for the next shift.
Vaccines and vet documents
Check current and missing vaccine records. Upload a vet document for staff review and enter approved details manually. Staff review remains available without AI.
Feeding and medication rounds
Keep care instructions with each pet and record the rounds your staff complete. The next shift can review the record instead of relying on a verbal handover.
Evaluations and playgroups
Record temperament evaluations and review safety checks. Organize playgroups and keep the pet's care notes available to the team.
Report cards and incidents
Prepare report cards with care notes and photos. Review a draft before publishing it to the family. Keep incident records with the pet's history.
Give each person the access they need.
Staff work and schedules
Staff tools cover schedules, time records, care tasks and procedures. Owner and staff roles have different permissions. Payroll exports support review outside the CRM.
Family access
Families can view their bookings and published report cards through the parent experience. The pilot uses email for family sign-in and planned transactional messages.
Grooming appointments
Use groomer schedules and appointment slots, review booking conflicts and track commissions. Discuss your grooming workflow during the walkthrough.
Training schedules
Organize classes, waitlists and private lessons. Prepare class recaps and schedule updates. A queued update is shown as queued, so staff can distinguish it from a delivered message.
Review your numbers and keep your exports.
Dog Tail includes booking and payment records, daily reports, package balances and export tools. Import review helps compare records before a migration is approved.
Separate payment processing setup is required for connected card transactions. The pilot does not include SMS delivery or AI replies. Confirm the workflows and costs that apply to your facility before enrollment.
Questions about Dog Tail CRM
Do vaccine records need AI to work?
No. Staff can upload a vet document for manual review, check its details and approve the appropriate vaccine record. The separate AI photo-reading picker is disabled when AI is unavailable.
Can families see a report card before staff publish it?
Draft report cards stay private. Staff decide when to publish a report card for the family to view.
Are card payments ready to turn on for every pilot?
Card processing requires a separate connected Stripe account and payment setup. Deposits, saved cards and refunds must be confirmed during onboarding before they are enabled for a facility. They are not promised as an immediately available part of the pilot.
Talk through your workflow
Show us how your front desk works.
Tell us what you use today, which services you offer and what your team needs to keep track of. We will discuss pilot availability and a migration review before you move any customer records.