All Pet Notes

The All Pet Notes page allows you to view every note recorded on a pet’s profile for pets joining you on a selected date. You can review notes for today or choose a future date to see any upcoming pets that may require attention.

By checking this information ahead of time, you can prepare appropriately, whether that involves managing group placements, monitoring behaviour, or following specific instructions provided. The All Pet Notes page is designed to give you quick, reliable access to the details you need to support each pet’s safety, comfort, and wellbeing during their stay.

To view the All Pet Notes page from Bookings navigate to Transport & Notes > All Pet Notes

You can also configure your dashboard to display a live tile, giving you quick and easy access.

The blue text on this page is clickable and will take you directly to the corresponding information. E.g. Booking reference will take you to the Booking, Pets name will take you to the pets profile.

Using the date picker, select the date you wish to view.

From this page, you can quickly view key details at a glance, including:

• Booking Reference & Area Type  along with an indication of whether the booking is part of a group booking or a repeating cycle. If there is an Alert associated with the customer’s profile, it will also appear in this section.

  

• Pet’s name, photo and tags
• Breed and animal type
• Service booked 
• Pets Notes - Diet, Medical , General Notes and Alerts

By clicking the + icon on the far left of the entry, you can view the additional information for the pet.

The Search bar lets you quickly look up a pet.

To help you search efficiently use information like:

• Booking Ref
• Pets Name

Click the   Filter icon in the top right corner to open the filtering menus, where you can narrow your search using specific criteria.

Select Animal Type - Enables you to filter by Pet Type.

Select Location - Enables you to filter by location when using the multi location plans.

Select Area - Enables you to filter by Area Type such as Daycare, Boarding or Grooming.

Select Item Type - Enables you to filter by the different Item Types you may have set up within each Area Type.

Select Tag - Enables you to filter bookings that have any pets with a specific tag.

Select Customer Type - Enables you to filter by Customer Type.

If you want to show more or fewer entries on the page, use the Show Entries dropdown in the top‑right corner.

The system defaults to showing 10 entries to help reduce server load, but you can increase this up to 5,000 entries if needed. 

You can also export the displayed data in different formats at any time for reporting or backup purposes:

Excel – Exports the data to a Microsoft Excel (.xlsx) file, ideal for sorting, filtering, and advanced data manipulation.

CSV – Downloads the data as a Comma-Separated Values (.csv) file, useful for importing into other software or databases.

Print – Generates a printer-friendly version of the current data for easy hard-copy reference or record-keeping.

Just a heads-up when you're ready to print or export: the system will only include the entries currently visible on your screen.

To ensure you get your full list, please remember to adjust the "Show Entries" dropdown to reflect the total number of records you need before clicking export.

For More Information

On adding Notes when creating a pets profile view - Adding A New Pet