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Adding a Pet to a Customer

Add a pet from the customer record with the Add Pet button, then fill in the full pet profile.

Written by Stephen

Adding a pet to a customer's file is very simple. First bring up the customer's record. In the Pets box, click the Add Pet button.

Next enter the Pet Name and select the Pet Type (Dog, Cat etc). Once the type is selected you can then choose the Breed. Turn on Cross Breed if the pet is a cross, then click Add.

You'll see Pet Added! and the pet appears in the customer's Pets box. Click the View link to open the full pet profile and add more details.

If the breed is not listed you can add it to the list once the pet has been saved. On the pet's profile, click + Add Breed beside Breed, type the breed and click Add. The new breed is selected for you, so click Save at the bottom of the Pets' Details panel to keep it. The new breed is then in the list for every other pet of that type.

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 pet's picture, among others. Click Save in each panel you change.

Adding a pet: frequently asked questions

Can pet parents add their own pets?

Yes. Pet parents can add a pet themselves in the online portal, from Pets with the Add Pet button. The new pet appears in the Pets box on their customer record.

Can I create a new pet while I'm on a booking?

No. The Add Pet pop-up on a booking page adds one of the customer's existing pets to that booking. To add a brand new pet, use the Add Pet button on the customer's record first, then add it to the booking.

How do I remove a pet I added by mistake?

You can't delete a pet, but you can archive it with the Archive button at the bottom of the Pets' Details panel. See Deleting or Archiving a Pet.

Adding a pet: common problems

The Breed list is empty

The Breed list on the Add Pet pop-up fills in after you select a Pet Type. Select the type first, then choose the breed.

A box turned red and the pet didn't save

Pet Name and Pet Type have to be filled in before you can add a pet. A red box on the Add Pet pop-up shows which one is missing. Fill it in and click Add again.

The pet is in the wrong customer's file

You can move the pet to the right customer. See Move a pet from one customer to another.

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