Summary

You may need to manage an owner's account in several ways. You can merge duplicate accounts, delete an account you no longer need, prevent reservations for a customer, or disable an account you cannot delete.

What This Does

These articles walk you through the steps for each scenario. You can fully delete an owner account only if it has no transactions or reservations.

Helpful Hints

• You can delete an owner only if they have no transactions on their account.
• The law may require you to keep certain information about animals in your care. For example, you may need to keep immunization records, agreements, and some animal or owner information. Your business must follow local rules for data retention.
• If an owner has duplicate accounts, merge the accounts.

  Important: You merge owner accounts at your own risk. You cannot undo a merge.

• All admin users can open the admin page to Merge Data. Admin users can also give this page to other user groups. Non-admin users with access can make edits that affect all locations in the app. See User Access and Permissions.

Topics

• Create Owner Profile How-To
• Delete an Owner Account How-To
• Disable an Owner Account How-To
• Find an Owner or Animal ID Number How-To
• Download Customer Contact Information (vCards) How-To
• Email Already in Use Error Troubleshooting
• Barcode Already in Use Error Troubleshooting
• Migrate Animal Icons to Owner Icons How-To
• Create Custom Owner Rates How-To