Customer records
Keep each household, pet, request and booking in one customer record.
Feature Spotlight
Policies
Share policies and keep signed records together.
Create client policies, collect signatures and keep the signed record with the customer.
Where the admin builds up
Signed paperwork gets separated from the customer
Terms, consent forms and client signatures can end up scattered across documents and email threads. Finding the accepted copy later takes more time than it should.
How TailTrack helps
Keep policy acceptance easy to check. Publish each policy, see who has signed and keep the exact accepted wording ready for your records.
How it works
Four simple steps.
See how TailTrack handles this part of the booking process.
- 01
Create the policy
Write the terms or permissions your clients need to accept.
- 02
Publish the wording
Make the finished version ready for client acceptance.
- 03
Collect signatures
Clients review and sign the policy in their portal.
- 04
Track acceptance
See who has signed and open the saved record whenever you need it.
Related features
View feature
Pet tags
Use colour-coded pet tags to surface important care details quickly.
Pet Passports
Store the behaviour, health and care details for each pet.
Take policies for a test.
Try TailTrack free for 14 days. Set up your services and booking form, then keep requests, schedules and pet details together.
- Published policies keep a versioned record.
- Clients sign through their secure portal.
- Signed snapshots record the wording, signer and signing time.