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Ecofyx / Templates / Pet shop and grooming
Ready-to-use application by segment

Pet shop and grooming

Manage pet owners, pets, schedules, packages, service checklists, transport, delivery and payments.

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What this template is designed to organize

Manage pet owners, pets, schedules, packages, service checklists, transport, delivery and payments.

Operational area

Pet shop and grooming

Connected structure

6 forms connected to the same Ecofyx operation and record history.

Template profile

Ready-to-use application by segment

What comes with this template

Add this template to an Ecofyx operation to keep its forms, records and results together.

Included form 1 · 6 visible fields

Pet owner registration

Key fields:

  • Owner name
  • Phone/WhatsApp
  • Email
  • Alternate contact
  • Service preferences
  • Is pet transportation authorized?
Included form 2 · 7 visible fields

Pet registration

Key fields:

  • Owner
  • Pet name
  • Species
  • Sex
  • Approximate date of birth
  • Approximate weight (kg)
  • Handling behavior
Included form 3 · 7 visible fields

Pet service and package setup

Key fields:

  • Service or package name
  • Category
  • Pet sizes served
  • Expected duration
  • Base price
  • Number of services in the package
  • Package validity in days
Included form 4 · 9 visible fields

Grooming appointment

Key fields:

  • Pet
  • Owner
  • Service/package
  • Responsible professional
  • Transportation
  • Confirmation
  • Expected amount
Included form 5 · 7 visible fields

Grooming service ticket and checklist

Key fields:

  • Pet
  • Owner
  • Condition at check-in
  • Work performed
  • Products used
  • Service amount
  • Professional
Included form 6 · 7 visible fields

Pet package and recurring-service control

Key fields:

  • Pet
  • Owner
  • Package
  • Services purchased
  • Start
  • Expiration date
  • Package amount

How this template organizes the routine

Manage pet owners, pets, schedules, packages, service checklists, transport, delivery and payments. The structure centralizes records, reduces parallel controls and keeps follow-up in the same operational context.

Information capture

Use the included forms to collect the information needed for this routine.

Operational view

Operational table on desktop and equivalent cards on mobile, with record history and row-level actions.

History and results

Review previous records, follow progress and view results in the same operation.

Dashboard and operational follow-up

Review the records, filters and indicators available to follow this routine.

Pet shop and grooming

Operational table on desktop and equivalent cards on mobile, with record history and row-level actions.

Record typePet appointment
Primary fieldPet

Available filters

StatusPet appointmentOwner

Visible dashboard columns

  • Pet
  • Owner
  • Service
  • Date
  • Status
  • Owner

Headline metrics

Use these indicators to follow activity, progress and items that need attention.

Today's services
In service
Ready for pickup
Service value

Available actions

Open the relevant form or take the next step from the dashboard. Available actions depend on the record and your access.

  • New appointment
  • Add pet
  • Add pet owner
  • Record pet service
  • Add service or package
  • Record package or recurring service
  • Update pet owner
  • Update pet record
  • Update service or package
  • Update appointment

Attention points

Check these alerts to identify records that may need follow-up.

  • Reactive pet or special handling required
  • Pet ready for pickup
  • Pending payment

Operational workflow

Review the available statuses and the actions that move a record from one status to another.

Pet service workflow

Scheduled→Pet checked in→Bathing→Grooming→Ready→Delivered→No-show→Cancelled
  • Check in petScheduled → Pet checked in
  • Start bathingPet checked in → Bathing
  • Start groomingBathing → Grooming
  • Mark as readyGrooming → Ready
  • Record deliveryReady → Delivered
  • Record no-showScheduled → No-show
  • Cancel appointmentScheduled → Cancelled

What you can customize

Use the ready structure as a starting point and adjust the elements that are safe to edit for your operation.

Fields and options

Adjust labels, required answers, alternatives and safe extra fields according to the real need.

Identity and access

Configure the operation name, description, team and permissions. Public-page identity can be adjusted when the template includes that resource.

Use and follow-up

Use dashboards, history, filters and exports according to the resources enabled for the template.

Questions about this template

Review the most common questions before using this structure.

What is the Pet shop and grooming template for?

Manage pet owners, pets, schedules, packages, service checklists, transport, delivery and payments.

Which forms are included in this template?

Pet owner registration, Pet registration, Pet service and package setup, Grooming appointment, Grooming service ticket and checklist, Pet package and recurring-service control.

How are records organized in Ecofyx?

Data is organized in the Pet shop and grooming dashboard, with an operational list, history and follow-up tools adapted for desktop and mobile.

Does this template include a public page?

A public page is included and required to start the external process. The planned entry form is “Grooming appointment”. Visitors can track the request by protocol when that feature is enabled.

Can I customize this template for my organization?

Yes. You can install the ready structure and adjust the elements that are safe to edit. Protected templates keep their main fields and rules; the available customization options are listed in their settings.

Start with Pet shop and grooming

Ecofyx will take you through the standard flow to choose or create the operation where this template will be used.

Use this templateBrowse ready forms