There are several ways an owner's account may need to be managed. If you have duplicate accounts you may want to merge these together. If you no longer need a record of an owner and their pets, it may be possible to fully delete the account if there are no transactions or reservations associated with the profile. You may just need to prevent reservations from being made for a customer. Finally, there may be instances where you need to disable an account entirely that is unable to be deleted. This article goes through the steps for each of these scenarios.

Helpful Hints

• You can only delete an owner if they have no transactions on their account.
  
  
• It is important to note that you may be required by law to retain certain information about animals that have been in your care. For example, you may need to retain immunization records, agreements, and certain information about the animal or owner. It is the responsibility of businesses to ensure they are in compliance with local regulations in relation to data retention.
  
  
• If the owner has duplicate accounts, merge the accounts.
  

  Important:  Merging owner accounts is done at your own risk; it cannot be undone.

• All admin users have access to the admin page to Merge Data. Additionally, admin users are able to delegate this particular admin page to other user groups. Non-admin users with access to this page will be able to make edits that affect all locations in the app. For more information see our article on User Groups 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