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Pipeline
Teddy’s Pipeline keeps every booking request organized so no client opportunity slips away
When booking requests come in through multiple channels, things fall through the cracks. A text message asking about availability goes unread for a day. A new client form comes in but nobody follows up. A waitlist client never gets the call when a cancellation opens up. The Pipeline exists to make sure none of that happens by putting every piece of incoming business into one organized place.
The first tab shows all online booking requests waiting for your approval. Each entry shows who the client is, which pet they want to bring in, what services they need, and the date and time they requested. You either schedule it to confirm or decline it. There is no ambiguity about what stage each request is in, and nothing gets buried in a text thread or a DM.
The second tab is where new client intake form submissions land. When someone fills out your online intake form and submits it, all their information, pet details, breed, weight, coat type, vet info, and everything else, shows up here ready for review. You can preview the full form, then add them as a client with one click. No manual data entry, no transcribing from paper.
The third tab is the waitlist, and this one has a feature that tends to surprise people the first time they see it. Alongside each waitlisted client, Teddy shows the revenue value of their appointment. So if you have a cancellation open up and you need to fill the slot, you can look at the waitlist and see which client represents the most revenue, not just who signed up first. That is a simple but meaningful way to think about how you fill your schedule.
The Pipeline is the command center for the front end of your business. Most grooming software either does not have one or makes you dig through separate screens to find this information. Having it consolidated in three organized tabs keeps the front desk, or the solo groomer managing everything alone, from feeling overwhelmed.
One account tracked five waitlisted clients representing $815 in pending revenue. Without a pipeline view, that revenue is invisible until someone manually tracks it down. With the Pipeline, you can see it at a glance and fill cancellations strategically rather than just going by order of signup.
New client phone intake calls typically take 15 to 20 minutes. When a client fills out the digital intake form before their first visit, that entire call does not need to happen. If you bring on four new clients a month, that is one to two hours of phone time eliminated, and the data flows directly into the client profile without anyone transcribing it.
The booking request approval workflow eliminates the back-and-forth that normally happens when someone books via text or DM. Instead of multiple messages to confirm the date, services, and groomer, the client selects everything themselves and you just approve or decline. Fewer messages, less confusion, and a cleaner paper trail if anything ever needs to be referenced later.
What happens when I approve a booking request?
The appointment moves from the Pipeline into your calendar automatically at the date and time the client requested. The client gets a confirmation message, and the request status updates to Scheduled.
Can I decline a booking request and message the client at the same time?
You can decline the request from the Pipeline and then reach out via the SMS inbox. The client profile is linked directly from the request so you can jump into a message thread quickly.
How do waitlisted clients get notified when a spot opens?
You control that outreach. The waitlist shows you who is waiting and the value of their appointment. When a cancellation opens up, you use the SMS inbox to contact whoever you want to offer the slot to.
What information comes in through the intake form tab?
You see the client's name, phone number, pet name, breed, type, and the timestamp of when they submitted. You can preview the full form response and then add them as a client with one click.
Does the Pipeline work for both online bookings and walk-ins?
The Pipeline specifically handles requests that come in digitally through your online booking portal and intake forms. Walk-in or phone appointments can be added directly to the calendar.
