The Animal Profile pages are your hub for managing all customer information. Profiles contain several tabs of information. Animal Profiles contain tabs for Details, Immunizations, Incidents, Report Cards, Reservations, Employee Notes, and Additional Details. These pages can be used to access and edit information as well as book reservations and much more.

Before You Begin

• You can search by Owner name, Animal's name, customer's phone number or email address to find a customer in the app. Type in the search parameters in the main search bar and press enter to pull up results.
  
  
• What appears on the Details tab and Additional Details of the Animal Profile is dependent on how you configure your Animal Form. For more information, check out our Set Up the Animal Form article.
  
  
• Custom Icons are a great way to get information about an Animal across to users at a glance. You can configure custom icons via Left-hand Navigation: Admin > Animal Icons. See our articles on Animal Icons for more information. All admin users have access to these pages and can also delegate these pages to non-admins, for more information on delegating management of icons see our article on User Groups and Permissions.
  
  
• Configure Group Permissions depending on the level of access you would like your staff to have from Left-hand Navigation: Reports & More > Groups. See our article on User Groups and Permissions for more information.

Topics

• Create an Animal Profile How-To
• Animal Profile Page Overview Reference
• View All Animals How-To