Goldie allows you to manage complex client relationships with the brand-new Sub-clients feature. Whether you're booking appointments for families, pets, or even different assets (like cars or properties), you can now organize them all under one main client profile.
For example, a mother can add her children as sub-clients, or a dog owner can add their pets.
Where to find Sub-clients:
To access the sub-clients linked to a specific client:
Open a client profile.
Tap on the last tab called Sub-clients.
A floating [ + ] button at the bottom allows you to add your first sub-client. This button stays visible even after sub-clients are added, so you can add more at any time.
How to Add a Sub-client
1. From the Sub-clients tab
Access the Goldie app and go to Menu → Clients. Tap on the client's profile and scroll down to Sub-Clients.
Tap on the Sub-Client menu and lastly tap the [ + ] button at the bottom of the screen.
2. From the Client profile menu
Tap the […] menu on the top-right of the client profile.
Select Add sub-client.
After saving, you'll be taken back to the Sub-clients tab, scrolled directly to the newly added sub-client.
Viewing and Managing Sub-clients
Once you've added one or more sub-clients, they’ll appear in a list sorted alphabetically (A–Z).
Each sub-client entry shows:
A photo (if added). If no photo is uploaded and the sub-client has a single name (e.g., "Rocky"), an initial will be displayed.
The sub-client's name.
Their relation, breed, or type — like Daughter, Golden Retriever, or Apartment.
Tapping the […] button next to any sub-client opens a menu with the following options:
Add appointment: Create an appointment directly for this sub-client.
Edit sub-client details: Update any information.
Delete sub-client: Removes the sub-client from the profile and all future appointments.
If a phone number is added for a sub-client, tapping on it lets you either call them directly or cancel the action.
There is no limit to how many sub-clients a main client can have.
Editing or Deleting a Sub-client
To edit a sub-client’s information:
Go to the Sub-clients tab.
Tap the […] next to the sub-client.
Select Edit sub-client details.
To delete a sub-client:
Tap […] > Delete sub-client.
Confirm the action. Deleting a sub-client will also remove them from all future appointments.
Sub-client Types and Fields
When adding or editing a sub-client, you'll be asked to choose a type:
Family member (default)
Pet
Other
Depending on the type, different fields will be available:
Family Member
Name (required)
Relationship (e.g., Son, Grandma)
Mobile phone number
Notes with an option to display them on appointments
Pet
Name (required)
Breed
Notes with an option to display them on appointments
Other
Name (required)
Type (e.g., Apartment, Vehicle)
Mobile phone number
Notes with an option to display them on appointments
If you try to save a sub-client without a name, you’ll see an error: "The sub-client name is a mandatory field."
Adding Sub-clients to Appointments
When you create or edit an appointment and select a client who has sub-clients, Goldie will ask if you want to add one or more of their sub-clients as well.
Here’s how it works:
A bottom sheet appears with the question: "Would you like to add sub-clients for this appointment?"
You can then select one or more sub-clients from the list.
Tap Continue to include them, or No, thanks to proceed with just the main client.
Once added:
The main client is shown first, followed by the selected sub-clients (A–Z).
If you remove the main client from the appointment, all linked sub-clients will be removed too.
Currently, you cannot remove sub-clients individually from an appointment (this may be available in a future update).
Sub-clients in Appointment Details
In the Appointment Details screen, sub-clients are displayed right below the main client. You’ll see their:
Photo or initial
Name
Relation, Breed, or Type (if added)
Notes (with a “Show more” button if the notes are long)
Tapping on a sub-client will open the parent client's profile and take you directly to the Sub-clients tab.
Syncing, Saving, and Photos
Sub-client information is saved and synced automatically — no separate action is needed.
You can upload photos for sub-clients just like you do for main clients.
If you change or add a photo, an internet connection is required.
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