Today
Start every shift knowing what the day needs from you — the bookings to confirm and the one warning on each client you can't afford to miss — before anyone walks in.
Updated 19 July 2026
Before customers start arriving, you want one screen that tells you what the day needs from you — which bookings still need confirming, who hasn't got a groomer yet, and which clients have a warning or a standing preference you can't afford to miss. Today is that screen. It isn't the full calendar (that's the Schedule tab) — it's the short list of what matters, so a shift or a handover starts with everyone looking at the same picture.
Open in app: Today — it's the first tab under Bookings, and the one that opens by default.
Read the day in one glance
The top of the page shows the date, then how many clients are arriving, with a quick count of how many carry notes and how many carry a care flag alongside it. When the day is clear it says No appointments today, so a quiet day reads as quiet at a glance instead of making you scan a list to be sure.
Needs action — clear these first
The Needs action section lists the bookings that need a decision before they happen:
- Unconfirmed — a booking still waiting to be confirmed. Tap Confirm to handle it in Requests.
- No groomer assigned — a booking with nobody on it yet. Tap Assign to set it on the Schedule.
Each row names the client, the time, and the service, so you know what you're clearing without opening it. When there's nothing to action the section disappears entirely.
Heads up — know each client before they walk in
The Heads up section is the context your team needs, gathered per client so nobody has to dig mid-shift. A client with three bookings today appears once, with their standing context shown a single time and their appointments listed underneath — so the count is honest, not padded.
Each card carries client identity at the top (VIP and loyalty tags, a green First visit flag), then the standing context, then the individual appointments.
Structured AI memory — the main standing context
For clients with enough history, the card shows a structured two-level AI memory that the system builds automatically after each completed appointment:
- Client card (owner level) — facts about the client as a whole: payment patterns, punctuality, communication style, any service complaints. The Safety section lists incidents that are permanent — they are never compressed or dropped as history grows.
- Profile sub-card per pet or family member — one card per non-SELF profile (pet, vehicle, child). Each sub-card shows three buckets in order:
- Safety — incidents, bite history, muzzle requirements, allergy emergencies. Always shown, even when the other two are empty. Draws from breed, allergies, and medication details on the pet's profile form, staff notes from past visits, and the pet's standing note (see below) — which is preserved verbatim and never reworded.
- Preferences — grooming style, scheduling preferences, things to always or never do. Also draws from the pet's standing note.
- Recent — a short narrative of the last few visits (expandable).
- Standing note — if your team has written a per-pet standing note (set under Clients → Directory → Edit profile), it is pinned at the top of the pet's sub-card. It is the most authoritative context you can give the AI: whatever you write is preserved verbatim into Safety and Preferences and never compressed away.
A card with any Safety entry turns red so your eye lands on it first. Other cards with a note or tag keep a plain, calm style — a client with nothing to flag recedes to a quiet line instead. A first visit is marked with a green First visit chip beside the client's name rather than a coloured card.
Fallback for newer clients
Clients with no structured memory yet (a new client, or one whose first memory is still generating) show the older format: a single-line AI insight or the staff note your team saved on that client.
Per-appointment details
Under the standing context, each appointment for today is listed with its time, service, and any appointment-level note your team wrote. If a pet's intake form flagged an allergy, medication, or medical condition, those warnings appear in red on that appointment line — so a critical flag on this specific visit is always visible even if the full profile memory doesn't surface it.
Where the full schedule lives
Today deliberately leaves out the hour-by-hour timeline — that's the job of the Schedule tab, where you create, move, and reassign bookings. Keeping Today to what needs you is what lets it be read in seconds.
Tips
- It's a read-only summary, not an editor. Confirming, assigning, rescheduling, or adding a booking all happen on Requests or the Schedule — Today points you there but never changes anything itself.
- Nothing flagged means nothing to worry about. An empty Heads up means no client has a note, tag, warning, or staff note for today — add context on the client profile so it appears next time.
- A red card is the one to read first. It means there's a warning — an allergy, a medical note, or a flagged AI insight — for a client coming in.
- It opens by default and works the same on mobile. Tapping Bookings lands on Today on both desktop and the mobile app.
Related
- Appointment calendar — the full working surface for creating and changing bookings.
- Schedule list view — a check-in style list for working through a shift.
- Client profiles — where the notes and intake answers shown on each card are kept.
- AI agent notes — the history the automatic client insights are written from.