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Getting started·Setup5 min read

Setting up Yesoma for a pet grooming business

The pet-grooming playbook seeds size-based pricing, temperament + vaccination intake, and the 6-week repeat-booking nudge that drives recurring revenue.

Setting up Yesoma for a pet grooming business

Yesoma's pet grooming playbook gives your new workspace a full set of services, policies, reply templates, and follow-up rules on day one — built around the realities of appointment-based grooming: recurring clients on 4-8 week cycles, sizing-based pricing, vaccination requirements, and the occasional anxious or reactive dog. This article walks through how each piece works and where you'll want to customize it.

1. Applying the pet grooming playbook

When you create a new Yesoma workspace and choose Pet grooming / dog spa from the industry picker, the playbook is applied in a single setup transaction. It creates:

  • Eight services (full groom by size tier, bath + brush, nail trim, de-shedding treatment, de-matting, and specialty/custom)
  • Seven policies covering cancellation, no-shows, late arrival, vaccination requirements, temperament disclosure, the matting welfare policy, and the pickup window
  • Eight FAQs covering grooming frequency, cats, reactive dogs, sedation, staying during the groom, breeds, nail grinding, and mobile grooming
  • Eight reply templates
  • A three-step follow-up cadence (inquiry received, quote sent, appointment completed)
  • A review request rule set to fire the day after each completed appointment

You keep everything Yesoma created or delete what you don't need. Most groomers add their exact prices, update the salon address in the booking confirmation template, and then they're ready to reply to their first inquiry.

2. Sizing-based pricing in Yesoma quotes

Pet grooming doesn't have one price per service — it has a price per dog. The playbook models this with a size-tiered structure:

  • Full groom — small dog (under 25 lb): $55 starting from
  • Full groom — medium dog (25-60 lb): $75 starting from
  • Full groom — large dog (60+ lb): $100 starting from
  • Bath + brush only: $40 fixed
  • Nail trim: $20 fixed (drop-in)

The starting_from price type tells Yesoma that the base price is a floor, not a ceiling. When you quote a dog with an especially thick coat, a double-coat de-shedding add-on, or a behavior surcharge, you add line items on top of the base tier in the quote.

To update prices to match your market, go to Business BrainServices and edit each service. The size tiers are separate service records — small, medium, and large — so you can price them independently. If you charge $65 for a small full groom and $90 for a medium, update each record separately.

The de-shedding treatment ($30) is listed as a standalone service but most groomers add it as a line item to a full groom. You can do either: book it as a standalone or add it to the quote for a double-coat dog's full groom appointment.

3. Temperament and vaccination intake policies

Two policies in the playbook exist specifically because of things that go wrong when groomers don't collect this information upfront.

Vaccination policy: All dogs must have current rabies and DHPP vaccinations, and proof is required at the first appointment. This protects every animal in the salon. The first-reply template asks about vaccination status, and the vaccination-reminder template is sent automatically before a first-visit appointment. If a client shows up without proof, the policy gives you a clear, pre-communicated reason to reschedule rather than having to make an awkward call at the door.

Temperament and biting disclosure: The playbook policy asks clients to disclose any history of biting, snapping, or aggression toward groomers at booking time. The first-reply template asks about temperament directly ("calm, a little anxious, reactive"). This does two things: it lets you plan the session (quieter environment, slower pace, muzzle if needed), and it protects you legally if something goes wrong with an undisclosed bite history.

You can edit the policy wording in Business BrainPolicies to match your language. Some groomers add a checkbox to their intake form; others just rely on the template asking the question in conversation. Either approach works — the key is that the question is asked before the dog arrives.

4. The 6-week repeat booking nudge as a retention engine

The single highest-ROI template in the playbook is the repeat booking nudge. It reads:

Hi [customer first name], it's been about 6 weeks since [pet name]'s last groom — they're probably just about due! Want me to check what's open?

This template is not in the automated cadence by default — you send it manually from the customer's record when the 6-week mark approaches, or you can set up a follow-up rule that fires 42 days after a completed appointment.

Why it matters: most grooming clients intend to rebook regularly but don't until their dog is visibly matted or overdue. By the time the owner notices, the coat is harder to groom, the session takes longer, and it costs more — which is a worse experience for the dog and a more difficult appointment for your groomer. The nudge closes the gap between "meant to book" and "actually booked." It is not pushy; it is useful. Clients appreciate being reminded.

To automate it, go to Follow-upsAdd rule → trigger: completed, delay: 42 days, template: Repeat booking nudge - 6-week cycle. Yesoma will send it automatically for every completed grooming case.

5. Severe matting and aggressive dog handling

Two situations in grooming require explicit policies because they carry welfare and safety implications.

Severe matting: The playbook policy is welfare-first: if brushing out mats would cause the dog pain or distress, the groomer shaves to skin. This is standard professional practice, but clients are sometimes surprised or upset if they aren't warned. The policy pre-communicates this in plain language so there's no ambiguity at drop-off. The de-matting fee is listed as a custom_quote service because the time and difficulty vary too much to set a flat price. Your groomer assesses at drop-off and calls the owner before starting if a shave-down is required.

To use this workflow in Yesoma: when a client discloses matting at booking, send the booking confirmation and note the potential matting fee explicitly in the confirmation message. When the groomer assesses at drop-off and the fee is set, update the case price in the inquiry record and send a short message confirming the updated amount. The client acknowledges before you start.

Aggressive or reactive dogs: The specialty service in the playbook covers behaviorally reactive dogs that need specialized handling, extended one-on-one sessions, or a muzzle. These are quoted individually and always require a deposit, because the slot must be blocked for the full animal. The policy requires upfront disclosure; the first-reply template asks about temperament directly so you get this information before the appointment is confirmed.

If you decline an appointment (a bite risk you're not equipped to handle), the no-availability template is the right vehicle. You don't need to explain at length — "we're not the right fit for [pet name]'s needs" with a referral to a groomer who specializes in reactive dogs is professional and kind.

6. What your reply templates look like in action

The playbook ships with eight templates wired to the most common moments in a pet grooming inquiry.

First reply: Asks the six pieces of information that determine the price and session plan — breed, age, weight, temperament, last groom date, and desired service. This is the most important template to customize. Update the tone to match your voice, but keep all six intake questions; missing any of them usually means a second back-and-forth before you can quote.

Pricing reply: Sends the price for a specific service tier with any applicable notes (first-time deposit, coat condition surcharge). Fill in the bracket placeholders before sending — [service], [price], and any deposit note.

Booking confirmation: Confirms date, time, address, price, and any prep instructions (bring vaccination proof, notes on coat or temperament). This is the template where your salon address lives — update [address] to your real address before you send your first confirmation.

Vaccination reminder: Sent before a first-visit appointment to remind the client to bring proof of current vaccinations. If you use Yesoma's follow-up rules, you can wire this to fire automatically two days before any first-appointment case.

Pickup-ready notification: Sent when the groom is done. Short, warm, and includes a space for a brief note about anything the groomer observed ("went a little shorter on the topknot to clear some matting").

Day-after thank you + review request: Sent the day after the appointment. The post-groom cute-dog-photo moment is peak satisfaction for most pet owners — this is one of the highest-conversion review request windows in any service category. The template pairs the thank-you with a one-tap review link. Enable review requests in SettingsReviews and Yesoma will populate {{review_link}} automatically.

Repeat booking nudge: The 6-week retention template described above. Personalize it with the pet's name and the service they usually get.

No-availability reply: Declines one date and offers two alternatives — the standard structure that keeps the conversation moving instead of ending it.

All templates use {{customer_first_name}} and [bracket] placeholders. Yesoma fills in {{customer_first_name}} from the customer record automatically; you fill in the bracket placeholders before you send, or leave them for your staff to fill in.

Recommended training

Pair your setup with a short Yesoma Academy course. Most owners start with Customer Service Foundations and Handling Difficult Customers, then Phishing & Scam Awareness to keep the business safe.

Browse Academy courses

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