The Owner Profile contains everything you need to know about a customer and their history with your business. In this article you will learn how to create a new owner account/profile.

Before You Begin

• In Gingr Customers/Clients/Pet Parents are called Owners, and Pets are called Animals.
  
  
• You must first create an Owner Profile before you can create an Animal Profile. You will create the owner profile and then add their pet(s).
  
  
• You can edit the New Customer form by navigating to Left-hand Navigation: Admin » Owner Form.
  
  
• You can edit the New Animal form by navigating to Left-hand Navigation: Admin » Animal Form.
  
  
• You cannot create an owner without attaching an animal. 

Create an Owner and Animal Record

1. Navigate 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 to be directed to the Animal Form.
   
   
   
   
4. Fill out all required and applicable fields on the Animal Form.
   
   
5. If Owner only has one pet, you can select "Save". If Owner has additional pets, select "Save and Add Another Animal" to create an additional animal record. To save and go to the owner profile, select Save and go back one page.
   
   

Related Resources

• Manage Owner Accounts Topic Outline
• 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