Article Details
The Animal Profile contains everything you need to know about an animal 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 a New Owner and Animal Profile
- Navigate to Left-hand Navigation: Owners & Pets > New Record.
- Fill out the fields in the New Customer Form.
- Select Continue to Next Step.
- You will be directed to the next page where you will fill out the New Animal form.
Topics
- Manage Owner Accounts Topic Outline
- Animal Profile Page Overview Reference
- View All Animals How-To
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