Pet Leads

When caring for canine pets coming in for Daycare, it’s often necessary to use different types of leads depending on their temperament, health needs, or simply preference. Whether a pet is using its own lead or borrowing one from your facility, Pet Manager allows you to record which lead has been used. This makes it quick and easy to identify which lead belongs to whom and ensures each pet receives the correct equipment.

Pet Leads Overview Table

This page displays all Pet Leads configured in the system, providing a concise overview of their key details. It allows you to quickly see how many times each lead has been used and whether it is still active and available for use.

To make further changes to a leads name, click the Edit button to open the edit view. If you need to delete the lead, click the dropdown arrow next to Edit and choose Delete from the menu.

Leads that are assigned to a booking cannot be deleted.

edit/delete.png

Adding New Pet Leads

You can add a new Pet Lead with the button to the top-right of list.

Name - Defines the label for the Pet Lead. This identifier is used system‑wide.

Active - When enabled, the Pet Lead will be available to select.

Once you have completed

Checking-in Pet Leads

To enable the feature for Pet Leads go to Settings > Customization then Customization in the left side menu. Under the features section there will be a toggle ladled Daycare Pet Leads Enable - make sure this is set to on.

Leads can be assigned to pets at the point of checkin and become available again after checkout.

Note: The lead remains recorded against the booking after checkout, providing a clear record of which lead the pet was using during that stay. Once the booking has been checked out, the lead becomes available to assign to another booking.

When checking in a pet, this can be done in two ways, depending on your preferred workflow.

Bulk Checkin

Select the pet(s) to be checked in, then press the button, top of the screen.

You will be presented with a dialog box displaying the selected pet(s), allowing you to allocate an available lead using the dropdown menu for each pet.

Once the leads have been allocated press to complete the checkin process.

Standard Checkin - If Booking Quick Checkin is not enabled.

If bulk Checkin is not being used and the standard method is selected, then during checkin the Booking Summary will open.

Expand the Pet Leads section using the dropdown arrow on the right. This area lists the pet(s) associated with the booking and provides a dropdown menu of available leads that can be allocated to each pet.

Select the required lead from the menu.

Once the leads have been allocated press and then complete the checkin process.

Assigning a Lead After Checkin

Leads can be assigned after the booking has been checked in. Open the Booking Overview and, in the Booking Info section, select the button. Choose the required lead from the dropdown in the dialog box that appears,

Booking Overview tab

Dialog Box

Once completed

Booking - Revert To Forthcoming

When a booking is reverted to Forthcoming and the pet is no longer checked in, the lead remains stored against the booking as part of its record. The system also marks the lead as available for reassignment. If the lead is allocated to another booking, it will be automatically cleared from the original booking at the point of check‑in.

Viewing Assigned Pet Leads

Once a lead has been assigned to a pet, a label will appear beneath the pet’s name on the In House screen and on the Booking Overview page.

Removing or Changing a Pets Lead

If you need to update or remove a lead while a pet is already checked in, you can do so directly from the Checkout page.

Open the Checkout page and click View to enter the specific booking details.
Under the Booking Info section, you will see the Pet Lead currently assigned.
Click the button beside the lead's name.