Add Existing Pet to a New Owner (How-To)

Article Details

Summary

This article shows you how to move an existing pet to a new owner who does not have an account yet.

Before You Begin

Gingr needs a pet on every new owner profile before you can save it. So you first create the new owner with a placeholder pet. Then you move the existing pet to the new owner and delete the placeholder.

Steps

Go to Left-hand Navigation Menu: Owners & Pets » New Record.
Fill in the details for the new owner. Select Continue to Next Step at the bottom of the form.
On the animal form, enter the required details with placeholder information. Select Save.
Open the Edit Profile page of the pet that is changing owners.
Select Change Animal Owner in the upper right corner.
Select the new owner account.
Select Save. Gingr moves the pet to the new owner and opens the pet's edit page on the new owner's account.
Go to Left-hand Navigation Menu: Owners & Pets » View All Pets.
Filter the table to find the placeholder pet.
Scroll to the far right column. In the Delete Record column, select Delete?.
Reference: This button shows only for animals with no reservation history.
Select Yes in the popup to confirm.