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Adding a Pet to a Customer
Adding a Pet to a Customer

How do you add pets to a customers profile?

Stephen avatar
Written by Stephen
Updated over 2 years ago

Adding a pet to a customers file is very simple, firstly bring up the customers record.
On the left hand side of the screen you will see a pets box, click on the [ + Add Pet] button.

Next enter the pets name, and select the type of pet (Dog, Cat etc), once the type is selected you can then choose the breed.

Click on the [View Pet] link to view the full pet profile and add more details. 

If the breed is not listed you can add additional breeds to this list once the pet has been saved.

On the pet profile page you can add information regarding identification, Size, Weight, Insurance Details, Temperament, Notes, Feeding and Medication Instructions, Vaccination Details, as well as the Pets picture,  among others.

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