Mobile Grooming Setup

Head to Settings from the top nav. Scroll down to the Mobile Grooming section and check "I run a mobile grooming business." Once enabled, set a travel buffer — 30–45 minutes is a realistic starting point. This buffer appears as a dashed block on your calendar around each appointment, so you can see at a glance whether your day has enough travel time between stops.

Next, set your Home Base in Settings. Enter your home address and click the geocode button. This is your starting point each morning and is required for route optimisation.

While you're in Settings, add your currency and any payment instructions (e.g. bank transfer details or "Stripe payment link included on invoice"). These appear on every invoice you send.

Finally, go to Services in the top nav and add your grooming services — name, duration, and price (e.g. "Full Groom — Small Dog · 60 min · $75"). You need at least one service before you can book appointments.

Go to Clients → New Client and add each client with their full address — street, suburb, city, and postcode. Then add their pets, including breed, coat type, and any special handling notes.

If you're migrating from a spreadsheet or old system, use the CSV import on the Clients page to bulk-load everyone at once.

From your booking portal: When a client books through your portal URL, they pick a service, a preferred date and time, and fill in their details. In Request & Approve mode the appointment lands in your schedule as Pending. Review it, check the route fits, then confirm it — a confirmation email goes to the client automatically.

From the schedule: Click any time slot on the calendar to create an appointment directly. Set the service delivery to "Mobile at client location." The travel buffer blocks appear automatically on either side. When building out a day you can see immediately if appointments are too tightly packed.

Each morning, open the Route page and select today's date. If any appointments show a missing-coordinates warning, click "Geocode missing addresses" to fix them. Then hit Optimise Route.

Shearboard calculates the most efficient order for your visits and shows it on the map — with your home base as the starting point. Work through your appointments in that order to minimise drive time.

On your phone the schedule switches to a mobile-friendly agenda view grouped by date. When you arrive at a client's place, open the appointment and tap In Progress. When you're done, tap Completed. That's all you need to do on the road.

When you mark an appointment as Completed, an invoice is automatically generated. At the end of your day, go to Invoices, open each draft invoice, and click Send. The client receives an email with a Stripe payment link — they pay online, and the invoice updates to Paid automatically when payment goes through.

Your Dashboard shows outstanding invoices and this month's revenue at a glance, so you always know what's still owed.