Designed for Pet Care Businesses

Explore the features that make PetLedger the calm, simple workspace for managing clients, pets, and daily updates.

📋 Feature

Create Lead-Generation Forms

Capture leads and convert them to clients

Build custom forms to send to prospects. Questions tailored to understand their pet care needs. Responses flow directly into PetLedger as new leads, ready to convert.

Key Benefits

  • No-code form builder
  • Custom questions for your business
  • Send via link, email, or social media
  • Auto-convert responses to leads
  • Understand client needs upfront
  • Grow your client base systematically

Perfect For

  • Qualifying new leads before onboarding
  • Understanding pet care requirements
  • Capturing contact details
  • Building a pipeline of prospects
Create Lead-Generation Forms
📥 Feature

Import Your Existing Clients

Start with what you already have

Bring all your client and pet records from a spreadsheet directly into PetLedger. No manual entry, no starting from scratch, and partial records can be cleaned up later.

Key Benefits

  • Support for any CSV format
  • Map your own column names
  • Bulk import clients and pets
  • Fix incomplete records later
  • No double-entry of data
  • Get started immediately

Perfect For

  • Migrating from Excel spreadsheets
  • Importing from your old CRM
  • Bringing over client data from email
  • Setting up your workspace on day one
Import Your Existing Clients
📝 Feature

Log Pet Notes, Medications & Care

Keep comprehensive pet records in one place

Document medications, routines, special care instructions, and behavioral notes. Access all critical information instantly when you need it, and keep your team aligned.

Key Benefits

  • Track medication schedules and history
  • Log special care instructions
  • Record behavioral notes and quirks
  • Shared team access to pet information
  • Historical visit notes and progress
  • Never miss an important detail

Perfect For

  • Managing pets on multiple medications
  • Documenting special diets or allergies
  • Tracking pet behavior changes
  • Coordinating care across team members
Log Pet Notes, Medications & Care
🔄 Feature

Friction-Free Client Self-Management

Let clients control their own information

Clients can update their preferences, pet information, and availability without needing to log in. Less work for you, more control for them.

Key Benefits

  • Clients update information independently
  • No login accounts required
  • Reduces back-and-forth messages
  • Keeps data fresh and accurate
  • Improves client satisfaction
  • Saves you admin time

Perfect For

  • Clients updating pet dietary requirements
  • Changing preferred visit times
  • Adding special care instructions
  • Updating emergency contact details
Friction-Free Client Self-Management
📧 Feature

Send Updates via Email or SMS

Keep clients informed, no login required

Add notes and photos from each visit, then send your clients a simple link in seconds. They can see updates without creating an account, and you can choose email or SMS delivery.

Key Benefits

  • Clients get instant updates after each visit
  • No account needed on their end
  • Share photos and notes in one message
  • Choose email or SMS delivery
  • Create shareable visit links
  • Peace of mind for pet owners

Perfect For

  • Sending daily check-in photos to worried owners
  • Notifying clients of medication given
  • Sharing behavioral notes about their pet
  • Emergency updates for pet health issues
Send Updates via Email or SMS
📊 Feature

Your Calm Daily Dashboard

Everything you need, at a glance

See all your daily visits, clients, and pets in one beautifully organized space. Know what needs doing, which visits have updates, and stay coordinated with your team.

Key Benefits

  • See today's visits in priority order
  • Track which pets need visits and which are done
  • View client contact details instantly
  • Team-wide visibility and coordination
  • Color-coded status indicators

Perfect For

  • Pet sitters managing multiple daily visits
  • Dog walkers coordinating their schedule
  • Pet care teams staying in sync
  • Home boarders tracking pet check-ins
Your Calm Daily Dashboard

All features for all businesses

These features aren't isolated tools and they're not locked behind different paywalls and plans — they work together to create one calm, clear, integrated workspace. From daily management to client communication to growing your business, PetLedger has you covered.

Explore PetLedger Free

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