Pinned client-level notes that always show on the calendar preview (not per appointment)
A
Administrator Account
Let us attach a permanent note to a CLIENT that automatically displays in the calendar preview area for every appointment, the same spot where "To Pet Care Pro" notes appear now. Set it once on the client, and it shows on all their appointments forever, for any assigned staff member.
Why this matters: The calendar preview is the one thing our staff reliably sees before every visit. Critical care and safety info buried deep into a client profile gets missed, especially by newer team members or anyone covering an unfamiliar route. Right now the only workaround is manually re-entering the same note on every single appointment, which is tedious and exactly how things slip through the cracks.
Real examples of notes that need to be front and center every time:
- "Use caution entering. Dog bolts through open doors."
- "Do NOT bring male dogs inside the house."
- "Do not pair with [specific dog]. History of reactivity."
- "No treats. Severe allergies."
- "Gate code changed. Use side entrance only, front porch camera alerts the neighbor's dog."
- "Must have a midday snack or [dog] gets sick."
Even with the best team training and the best intentions, crucial safety notes buried deep in a profile WILL eventually get missed. It's a matter of when, not if. Asking staff to click into a profile and scroll through everything before every single visit means relying on a perfect human process hundreds of times a week, and no team is perfect hundreds of times a week. A busy day, a last minute coverage swap, a new hire, and that's the visit where the crucial note goes unseen. The fix isn't more reminders to check profiles. The fix is putting the critical info where eyes already are: right on the calendar.
None of these are per-appointment details. They're true for that client on every visit, and missing them isn't a minor mistake. It's a bite risk, a lost dog, or an allergic reaction.
Tags help flag that special notes exist, but they still require staff to click through and hunt for them. A pinned client note removes that failure point entirely.
If your team has ever missed something important hiding in a profile, please upvote. This one small field would be a huge safety win for all of us.
Attached files:
(1) Example of where permanent pinned notes should live on the Precise calendar; (2) Example of our other dog walking app's permanently pinned notes feature in action
Photo Viewer
View photos in a modal
Log In
J
Julie Gonzalez
We have created “cliff notes” for each client profile. Granted it’s not front and center for the sitters on their visits, but they can click in the client profile and it’s at the top. I agree it’s tedious and a bit overwhelming when you are trying to find those important details prior to walking in. However, we do utilize tags as well and our sitters will look at those as well.
Angie Good
I second this; would be a very valuable feature!
A
Administrator Account
Angie Good If you click on the ^ icon at the top of my post, you can upvote it!
Angie Good
Administrator Account Oops, didn’t realize that….Anyway, Done :)