Animal Profiles (Topic Outline)

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Summary

Animal profile pages are your hub for managing information about each pet. You can use them to view and edit information and to book reservations.

What This Does

Each profile has these tabs: Details, Immunizations, Incidents, Report Cards, Reservations, Employee Notes, and Additional Details.

Before You Begin

  • To find a customer, type the owner's name, the animal's name, the customer's phone number, or their email address in the main search bar. Then press Enter.
  • What shows on the Details and Additional Details tabs depends on how you set up your Animal Form. See Set Up the Animal Form.
  • Custom icons show key information about an animal at a glance. To set them up, go to Left-hand Navigation: Admin » Animal Icons. See Animal Icons. All admin users have access to these pages and can give them to non-admin users. See User Groups and Permissions.
  • To set the level of access for your staff, go to Left-hand Navigation: Reports & More » Groups. See User Groups and Permissions.

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