Pets are the central focus of your daily operations and care services. Each pet profile stores vital information - such as medical history, dietary needs, behavior notes, and vaccination records - ensuring your team provides safe and personalized care. Because every pet must be linked to an owner, creating or selecting a customer profile is required before a new pet can be added.
In This Article
To add a new pet go to Customers > Add Pet.
Note: Customers can also add their own pets if you are using the customer portal. To mange settings go to Settings > Customer Portal > Portal Customization. You can also add a pet directly from the booking form by clicking the button. Please note that this is a condensed version of the form, so you may need to go back and add additional information once the Pet Profile has been created.
Adding a Pet Photo
You can add a photo to a pet's profile either by uploading an existing image from your device or by capturing a new one in real time.
To upload an existing photo - Click to select a file from your device.
To take a new photo - Click the button to use your device's camera to snap a photo on the spot.
When the image window opens, you can adjust the photo before finalizing it:
Use the on-screen tools to frame the image perfectly.
Click Save to apply your changes and attach the photo to the profile.
Click Cancel to discard the changes and close the window without saving.
If you need to change or delete the current image, click the button to clear it from the profile.
Entering Pet Details
The page will open by default on the Pet Details.
Customer – the customer the pet belongs to.
- You can add a new customer by clicking the blue
icon.
Name – the name of the pet.
Animal Type – the type of animal.
Animal Breed – the breed of the animal.
- If you wish to add a new breed that doesn't exist - click the blue
Date of Birth – the date of birth of the pet.
Animal Sex – the sex of the pet.
Animal Size – the size of the pet.
- You can add additional sizes in the Animal Settings.
Behaviour Traits – behaviour traits the pet possesses.
- You can add additional behaviour traits in the Animal Settings. Behaviour traits can be seen and modified by the customer through the customer portal.
Animal Colour – the colour of the pet.
- You can add a new colour by clicking the blue
Tags – custom colourised tags to assign to the pet.
- You can add new tags by clicking the blue
Flea/Tick Prevention – the date the pet last applied flea/tick prevention.
Worming Treatment* – the date the pet last applied worming treatment.
In Season – the date the pet is “in season”.
Instagram – the Instagram account of the pet.
Initial Weight – the current weight of the pet.
Microchip – the microchip number of the pet.
Insurance Provider – the insurance provider of the pet.
Policy Number – the insurance policy number of the pet.
Approved – enable this to automatically approve portal bookings for this pet.
- This requires “Portal Confirm Approved” to be enabled for the area type.
Active/Inactive – When unticked, the pet profile will be deemed 'Inactive' and hidden from any searches. You can view inactive Pets by going to Find Pets and opening the filter icon in the top right then selecting show inactive.
Deceased – When ticked, the pet profile will be deemed 'Inactive' and hidden from any searches. Like inactive Pets, you can view deceased pets by going to Find Pets and opening the filter icon in the top right then selecting show inactive. Deceased Pets will be labelled with a
tag.
* This field will be visible if enabled in Animal settings.
Entering Pet Notes
Navigate to the tab 'Notes' at the top of the form. You can then enter information into each section.
Alerts, Notes, and Pet Tags are hidden from customers. To add a note that the customer can see, create the pet profile first, then click Edit to unlock the customer-visible note option.
General Notes – additional notes related to the pet.
Dietary Notes – dietary notes related to the pet.
Medical Notes – medical notes related to the pet.
Alert – An alert message will be prominently displayed for the pet and on their bookings in red (not visible to customer).
| Tip: Adding ALERTS allows you and your staff to see important messages regarding the Pet or Owner. These Alerts will appear under the Pets name when you search for a Pet, on a Booking or on a Pets profile. The Customer does not see these ALERTS. |
Once you have submitted all of your answers, press the button bottom right.
Entering Pet Custom Questions
Navigate to the tab 'Custom Questions' at the top of the form. You can then enter information into each question.
For custom questions to be present in the pet form you will need to firstly create them. To do this go to Settings > Animals & Breeds > Pet Custom Fields. See more information in the link below.
Once you have submitted all of your answers, press the button bottom right.
For More Information
On managing Pet Sizes - Animal Settings
On creating a Pet Tag - Tags
On adding Custom Questions - Pet Custom Fields
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