Address Book & Diary How To
How To Use Your TLC Dog Walker Address Book and Diary
Welcome to your TLC Dog Walker Address Book and Diary system! This guide explains how to use your tools effectively, keep client information safe, and stay organised.
1. Understanding the Two Tools Dog Walker Diary The Diary is where you start with your clients. Every time you add a new client, the Diary automatically assigns the next client number. This number can be used to label keys or folders without including personal details, keeping client information secure. The Diary saves all clients locally on your own computer, not on a server, which means your data is private and secure. The Diary is linked to Google: You can add walks and appointments to Google Calendar. You can use Google Maps to quickly find client addresses. Important: Because it is saved locally, you must export your Diary and client list frequently to prevent data loss. Address Book The Address Book is where you manage client details such as: Names Address Telephone numbers Email addresses Key or alarm codes Notes about dogs, routines, or preferences It works hand-in-hand with the Diary: Look up the next client number from the Diary. Add it to the Address Book with any important details. This allows you to use the number on keys without including personal info. It is also saved locally on your computer, so remember to export frequently.
2. Adding a New Client Open your Diary and add the new client. The Diary will generate the next client number. Open your Address Book and click “Add New Client”. Enter: Client name The client number from your Diary You now have a safe, organised record that links to your Diary. 💡 Tip: Use the client number to label keys. No personal info is needed on the keys, keeping them secure.
3. Adding Client Details Expand the client card in the Address Book to add: Address (used by Google Maps for directions) Telephone numbers Email addresses Notes about dogs (breed, age, behaviour) Key or alarm codes You can add multiple dogs per client. This allows you to keep all important information in one place and access it quickly.
4. Searching Clients Use the search bar to find clients quickly. Search by: Client name Client number Dog name This is helpful for checking key numbers, notes, or walking details before an appointment.
5. How the Diary and Address Book Work Together The Diary keeps your schedule and assigns client numbers. The Address Book stores detailed client information linked to these numbers. By using both together: You stay safe and GDPR-compliant. You can track all client details on your computer. The system integrates with Google Calendar and Google Maps for scheduling and directions. Always remember to export your data frequently, since it is saved locally and not on a server.
6. Extra Tips for Effective Use Update the Address Book after each walk. Use client numbers only on keys. Keep the Diary for scheduling walks, and the Address Book for notes and client details. Add new dogs under the correct client. Use notes for special instructions, e.g., medication, toys, or behavioural traits. Export both Diary and Address Book regularly to back up your data.
7. Safety and Security No sensitive personal info on keys; only use client numbers. Data is saved locally—it will not be automatically backed up. Regularly export your Diary and client list to avoid losing information. Use Google Calendar for scheduling walks and Google Maps for finding addresses.
✅ Summary Add client to Diary first → generates client number. Add client to Address Book → enter number and any details. Use number for keys → no personal info on keys. Update notes and dog details in Address Book. Search clients easily using the search bar. Export Diary and Address Book frequently. Use Google Calendar and Maps for scheduling and directions. By following this system, you’ll stay organised, keep your clients’ information safe, and always know where to go and what to do.
