Introduction

Immunization records for pets can be updated from both the Shield Icons on the dashboard and the Animal's Profile page.

Important:  Be sure to enter the date that the immunization expires. These dates are most commonly referred to on vet records as "due dates" or "reminders," but may also say "expiration."

Update by Clicking Shield Icons

1. Select on the red or yellow shield icon, wherever it displays:
   
   
   
   
2. This will open a panel where you can update the pet's immunization records. Entering notes is optional.
   
   
   • Red backgrounds indicate required records that are either expired or missing.
     
     
   • Yellow backgrounds indicate records that will be expiring within 30 days.
     
     
   • White backgrounds indicate records that are either current or are optional (not required).

Update on Animal Profile

Select the Immunizations tab on the animal's profile page. The number in the tab indicates how many required immunization records are expired or missing for this pet.

Owner Files (Customer Portal)

Through the customer side of the app, customers can upload scanned or photographed copies of their pets immunization records. (Your business can also upload files to the customer's Owner page.) If a customer has any uploaded files, they will appear in the Owner Files tab of the Immunizations interface.

Related Resources

• Immunization Records Topic Outline
• Icon Display Reference
• Make a Reservation for a Pet with Expired Immunizations How-To
• Set Up Species and Immunization Types How-To
• Configure Immunization-Related System-Wide Settings How-To
• Require Customers Update Records Before Requesting Reservations How-To
• Immunization Settings and Permissions Reference