Summary

The Animal Profile holds everything you need to know about an animal and their history with your business. This article shows you how to create a new owner and animal 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 their 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 the fields in the New Customer Form.
3. Select Continue to Next Step. The New Animal Form opens.
4. Fill out the fields in the New Animal Form.

Related Articles

• Manage Owner Accounts Topic Outline
• Animal Profile Page Overview Reference
• View All Animals How-To