Summary

The Owner Profile holds everything you need to know about a customer and their history with your business. This article shows you how to create a new owner profile.

Before You Begin

• In Gingr, customers, clients, and pet parents are called Owners. Pets are called Animals.
• Create the Owner Profile first. Then add the owner's pets.
• You cannot create an owner without an animal.
• To edit the New Customer form, go to Left-hand Navigation: Admin » Owner Form.
• To edit the New Animal form, go to Left-hand Navigation: Admin » Animal Form.

Steps

1. Go to Left-hand Navigation: Owners & Pets » New Record.

   

2. Fill out all required and applicable fields on the Owner Form.
3. Select Continue to Next Step. The Animal Form opens.

   

4. Fill out all required and applicable fields on the Animal Form.
5. Save the record:
   • If the owner has one pet, select Save.
   • If the owner has more pets, select Save and Add Another Animal.
   • To save and go to the owner profile, select Save and go back one page.

   

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