
CRM KitsDog trainers
Six skills. One row per dog. The pack at the end of the row.
A dog trainer does not sell a stage. She evaluates a dog, writes a plan, sells a pack of sessions, and then spends six weeks moving six specific skills up one notch at a time. The question she is asked every week is not where the deal sits. It is how he is doing on recall, and how many sessions are left. So Heel makes the row the dog, the columns the six core skills, and every cell a small square filled in quarters for the level somebody last recorded. The end of the row says how much of the pack has been used, and a pack with two sessions left says so in red, because that is a conversation that has to happen this week.
Fewest sessions left, first.
Every dog in a recorded plan as one row, ordered so the packs about to run out sit at the top. Six skill columns in small caps, a quarter-filled square in every cell for the recorded level 0 to 4, and a red ring on any skill flagged as the current focus. The row ends in the recorded plan, the sessions used out of the pack size, and the sessions left. Four tiles above it read the dogs in recorded plans, the recorded focus skills, the packs at two or fewer left and the sessions logged.
Actual interface captures with fictional sample data. Open a screenshot to see it full size.
What’s in the kit
Screens
- A skill progress matrix of dogs against the six core skills, fewest sessions left first
- A quarter-filled CSS square for every recorded level 0 to 4, with a red ring on the current focus
- The level written as a word beside the square, so no reading depends on colour or shape alone
- A plan column that reads the recorded pack and flags two or fewer sessions left in words
- A dog sheet that opens in place with the record, the evaluation, the pack, all six levels, the session log and the owner notes
- Session log, plans and packs, evaluations and insights views across every loaded record
- Archive-only session and owner note rows with stable IDs, so nothing somebody recorded is ever erased
- A single forest chrome bar over a white canvas with full permission-filtered CRM tools
four pipelines
- Evaluations and new dogs · 8 stages
- Private training plans · 7 stages
- Group classes and puppy programs · 7 stages
- Board and train · 7 stages
Optional. Install the ones that match your work, or connect drafts to a pipeline you already use.
nine workflow drafts
- Evaluation booking task
- Evaluation recorded note
- Plan proposal follow-up
- First session reminder
- Homework check-in task
- Two sessions remaining task
- Progress update to owner task
- Pack renewal follow-up
- Graduation note
Inactive until you review and publish them. None send customer messages.
Sample workspace
Explore eleven fictional dogs, nine of them in five recorded plans and two with no plan yet, so the no-plan strip has something real to show. Their sixty-six skill entries spread across all five levels 0 to 4, so every state of the quarter-filled square is visible without editing anything, and seven of them carry the focus flag so the red ring appears in more than one row. Three packs record two or fewer sessions left, so the red plan column and the renewal words both appear. The set carries twenty-six logged session rows plus two archived rows, twelve owner notes and two trainer labels. Example edits stay in the current page’s memory and reset on navigation or reload; sample dogs are never inserted into your CRM.
No sample customers are added to your CRM.
Setup and source
- Guided setup and compatibility report
- Private rollback receipt
- AI-agent guide for customized installations
- Original editable source, configuration, and tests
How setup works
Full installation guideCheck your Seedly
Extract the kit and run the guided setup. It checks your installation and flags customized files before it changes anything.
Connect the helper
Deploy the included helper from your backend source, then build your web app and choose any starter pipelines and drafts.
Make it yours
Set company name, descriptor, promise line, and default pipeline name. Then sign in and check the workflows and permissions your team uses.
Technical details and compatibility
Seedly CRM 5.8.4 · extension API 1. Node.js 20 or newer. The installer checks supported integration-file versions and does not deploy your web app or backend. The included original dog record helper is required for connected creation, editing and starter setup. It preserves native account permissions and unrelated custom fields, keeps the six skills a fixed ordered set, re-checks every cross-field rule, and compares the current record state before saving. It exposes no stage mutation at all, so pipeline stages stay in your CRM’s own views under your existing roles. Deploy the helper from your authoritative backend source before connected edits. Pipeline presets and workflow drafts remain optional.
One dog in training is a native contact-linked opportunity with a namespaced dog name, breed label, age reference, owner label, trainer label, staff notes, an evaluation (date, findings, recommended plan), a plan and pack (plan label, pack size, sessions used, purchase date, pack price), an immutable supported currency, a fixed ordered set of six skills, and two archive-only child collections with stable IDs: session rows with a date, a duration in minutes, the skills worked and a homework note, and owner note rows with a date and a note. The recorded pack price stays separate from native opportunity value. Other custom fields are preserved.
The six skills are a fixed ordered set, sit, stay, recall, loose leash, place and greeting, and a save that adds, removes, renames or reorders them is refused, because the matrix only works if every row has the same columns. A skill level is a whole number from 0 to 4 and a position on this kit’s own four step display scale: it is not a certification, a title, a test result, a standardised assessment or a claim about a dog’s behaviour in any other setting, and the level is written as a word beside every square so the display never depends on colour or shape alone. The recorded sessions used counter is a number staff type at the desk; it is not derived from the session log, and the two are reported beside each other and never reconciled or subtracted, because a trainer counts a pack down at the desk and writes the log up in the field. Cross-field rules are identical on create and on save and re-checked by the server: a recorded plan needs a recorded evaluation date, a pack purchase date may not precede the evaluation, sessions used may not exceed the pack size, a price needs a pack, a skill recorded at the top level may not also be the current focus, a recorded level needs the date it was recorded, and at most three of the six skills may carry the focus flag at once. Three non-rules are deliberate: a session date is not constrained against the pack purchase date because a dog is often seen before the pack is bought, two sessions may share a date, and skill levels are never constrained against each other or against the number of logged sessions. A recorded evaluation date, session date or trainer label reserves nobody and creates no calendar appointment: there is no scheduling engine, availability check, capacity model or calendar sync. There is no payment processing, pack selling, invoicing, refund or credit balance anywhere, no training methodology, curriculum, behaviour protocol, behaviour advice, aggression assessment or temperament test, no veterinary, medical, health, vaccination, medication or insurance record of any kind, no owner messaging of any kind, and no video, photo or media library. Recorded pack totals are grouped by currency and never added across currencies. The pipeline stage stays your CRM’s own: the helper exposes no stage mutation at all, so recording a skill level never moves a card and moving a card never changes a skill level.
Four optional pipeline templates and nine inactive workflow drafts. Eleven fictional in-memory dogs with 66 skill entries, 26 logged sessions and 12 owner notes.
Calling, messaging, signing, payments, and external integrations depend on your Seedly installation, account permissions, plan, and configured providers. Screenshots use sample data and reference imagery. Hosting, installation, and ongoing maintenance are your responsibility.
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Questions
How do I receive the kit?
Purchase securely through Whop. Your original source ZIP and installation documentation are delivered manually to the email used at checkout. This is a one-time purchase of this kit; Seedly software, hosting, and installation services are separate.
Does this include Seedly CRM?
You obtain and configure Seedly separately. The kit adds original frontend screens, a shared theme, starter definitions, and integration instructions. It does not include Seedly’s codebase, license, hosting, or a separate CRM database.
Is this one connected workspace?
Heel keeps its dog training navigation in one chrome bar across the original matrix views and native CRM modules. Full CRM tools remain available within the same signed-in account and application theme. Contacts, Calendar, Estimates, Documents, and other full modules retain the functionality supplied by your own Seedly installation. Existing authored content and provider screens retain their own layouts.
Can I use it with existing customizations?
Yes, with a compatibility review. The installer checks the supported integration files. Changed integration files need a reviewed merge; the included AI-agent guide explains how to preserve custom extensions, permissions, providers, and routes.
Do I have to import all the starter content?
No. Choose individual pipelines and workflow drafts, use a compatible existing pipeline, or install none. Workflows remain inactive until reviewed and published. They use native triggers, internal tasks, optional notes, and timed waits. A wait does not verify task completion or recheck the current stage. The included drafts do not send customer messages.
Can I remove the examples and starter content?
Sample records stay in memory and never create customers in your CRM. Leave sample mode to return to your account. Starter setup lets you review removal of unused kit additions; server checks retain edited or published workflows and pipelines with live work or references. Removing the frontend does not delete account records.
Can different subaccounts use different kits?
The current design and branding apply to the whole web installation. Subaccounts still separate data and access. Use a separate web installation for another full-interface kit; running different kit designs by subaccount in one installation requires additional customization.
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