If you need to move a pet's profile from one customer account to another (for example when a couple splits up, or a pet is rehomed or adopted), you can do this from the Transfer Pet panel on the customer Admin screen. Transfer Pet copies the pet to the new owner's account. The original pet isn't archived, because some pets are shared between two owners. If the pet has left the original customer, you can archive it there yourself.
How to move a pet to another customer with Transfer Pet
Go to the original customer's account (the owner the pet is moving from).
From the customer menu, click Admin.
In the Transfer Pet panel at the top of the Admin screen, choose the pet in Pet to Transfer.
In Name, type the new owner's name (or their first name, or a pet name) and click Search. The customer you're on is left out of the results.
In the list of customers, click Select next to the new owner.
Under Copy Pet to new Customer, click Copy Pet. The screen shows Transfer Complete.
If the pet no longer lives with the original customer, go back to that customer, open the pet's profile and click Archive, so the pet no longer shows on the old owner's account. If the two owners share the pet, leave it on both accounts.
Open the pet on the new owner's account and add its vaccination dates again in the Vaccinations panel (see below).
What Transfer Pet copies to the new customer
The pet's profile details, as saved on the pet's record.
The pet's incident reports.
The pet's friends and enemies list.
What Transfer Pet doesn't do
Transfer Pet doesn't archive or remove the pet from the original customer, because some pets are shared between two owners. After the copy, the pet is on both accounts. Archive the original yourself if the pet has left that owner.
Transfer Pet doesn't copy the pet's photos, documents, care-log entries, medication or feeding details. Add any you need on the new pet's profile.
Transfer Pet doesn't move past or upcoming bookings. Bookings stay with the original owner, because they're linked to that customer's account and payments.
Transfer Pet doesn't copy the pet's vaccination records at the moment. Enter the vaccination dates on the new pet's profile.
Transfer Pet doesn't email or notify either customer.
Transfer Pet doesn't merge two customer accounts. If the same person has two accounts, use the customer merge on the same Admin screen instead (see "Merging Duplicate Customers").
Moving a pet: frequently asked questions
How do I transfer a dog to a new owner in KennelBooker?
To move a pet to a new owner, open the original customer, click Admin in the customer menu, choose the pet in Pet to Transfer, search for the new owner, click Select, then click Copy Pet. If the pet no longer lives with the original customer, archive it on their account.
Is the pet removed from the old owner's account when I move it?
No. Transfer Pet copies the pet to the new owner and leaves the original pet on the old owner's account, because some pets are shared between two owners. Open the pet on the old account and click Archive if it shouldn't show there any more.
Do the pet's bookings move to the new owner?
No. When you move a pet with Transfer Pet, its past and future bookings stay with the original customer. Make any new bookings on the new owner's account, using the copied pet.
Are vaccinations copied when I move a pet?
No, not at the moment. When you move a pet with Transfer Pet, enter its vaccination dates again on the new pet's profile, in the Vaccinations panel.
Are the pet's photos, documents and care records copied?
No. Transfer Pet doesn't copy the pet's photos, documents, care-log entries, medication or feeding details to the new owner's copy of the pet. They stay on the original pet. Add any you need on the new pet's profile.
Can I move a pet back to the original owner?
Yes. If you archived the pet on the original account, open it there and click Un-Archive Pet, then archive the copy on the new owner's account. You can also run Transfer Pet again from the new owner's Admin screen.
Can a pet belong to two owners at the same time?
Each pet profile in KennelBooker belongs to one customer account. If two owners share a pet, use Transfer Pet to copy it to the second owner's account and keep the pet on both. The two copies aren't linked, so changes on one don't appear on the other.
Does the customer get told the pet has moved?
No. Moving a pet with Transfer Pet doesn't send an email or SMS to either customer.
Moving a pet: common problems
The pet now shows on both customers
That's how Transfer Pet works: it copies the pet and doesn't archive the original, because some pets are shared between two owners. If the pet has left the old owner, open the pet on their account and click Archive.
"Sorry, No Customers Found!" when I search for the new owner
The search found no other customer matching the name. Check the spelling, or try the customer's first name or one of their pet's names. The customer you're moving the pet from is always left out of the results. If the new owner isn't in KennelBooker yet, add them as a customer first.
The moved pet's vaccinations are missing
Transfer Pet doesn't copy vaccination records at the moment. Enter the vaccination dates on the new pet's profile in the Vaccinations panel. Don't archive the original pet until you've noted its vaccination dates.
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