Today and nudges
Groomr doesn’t only answer. It can start the day with you and point out things that need attention. You decide which of these you get, and how.
Ask Groomr
“Text me my daily agenda at 7am”
Groomr turns on a text copy of your morning agenda and sets the time. You can also ask it to email the agenda, turn the agenda off, or switch your roundup between daily and weekly.
“How’d last week look?”
Groomr gives you a short recap of last week: revenue, completed grooms, the change from the week before, and your strongest and softest weekdays.
What Groomr can send you
| What it is | |
|---|---|
| Daily agenda | A good-morning walk-through of your day: appointments, grooming notes, and anything worth a heads-up, such as a vaccine that’s lapsing. Ready each working morning that has appointments. |
| Keep me in the loop | A roundup in your Workspace: follow-ups due today, today’s grooming notes, and what Groomr has picked up about your business, clients and pets. |
| Nudges Groomr sends you | Offers in your Groomr chat when it spots something worth acting on. |
The nudges are:
- Rebook nudges. When a regular is overdue for their next groom, Groomr offers to reach out. Choose Draft first to see the message, or Not now.
- Vaccine reminders. When a pet’s vaccine is lapsing before its next visit, Groomr offers to text the owner a reminder.
A nudge never sends anything without your say-so. See Approvals.
Or do it yourself
- Go to Settings, then Proactivity (under Groomr AI).
- Under Daily agenda, use the switch to turn it on or off. Under Deliver to, turn on Text me or Email me for a copy, and pick a time in Send each morning at.
- Under Keep me in the loop, choose How often (Weekly or Daily) and which parts it includes.
- Under Nudges Groomr sends you, turn off any nudge you’d rather not get.
Good to know
- The agenda and roundup need a paid plan. They draw on what Groomr remembers, which is part of paid plans. See What Groomr remembers.
- Texts and emails go to you, never to your clients. The send time is between 6:00 AM and 9:00 AM in your local time.
- Weekly roundups arrive on Mondays. Daily ones arrive each working morning.
- Nudges need proactive scheduling set to Propose only. Go to Settings, Receptionist, and under Proactive scheduling choose Propose only. With it Off, Groomr doesn’t send nudges.
- Who can change these. Settings, Proactivity needs permission to edit settings. By default that’s the Owner and Admin roles.