Introduction

Learn how to customize the information your facility needs to provide pet care to your customers. Manage the Owner Form and Animal Form to collect specific information, such as feeding habits, emergency contact info, pet's personality traits, etc.

Audience

To limit a user from seeing owners information, the group permission Can See Client Information needs to be disabled. To limit a user from editing an owner's information or their pet's information, the group permission Can Edit Client / Animal Information needs to be disabled.

Get Started

• Search for Owners or Animals How-To
• Search for Customers Added During Certain Dates How-To
• Can’t Find Owner/Animal Troubleshooting

Topics

• Owner, Animal, and Reservations Detail Pages
  Access details for any owner, animal, and reservation; change how you view details; and customize your own layouts.
  
  
• Employee Notes
  Allow staff to leave notes, updates, or any info needed about either the animal or owner.
  
  
• Animals
  Learn how to navigate the software to optimize the pet care within your facility by customizing reports and pet profiles.
  
  
• Owner Accounts
  Manage owner accounts by choosing the information the facility needs to provide excellent pet care.

Related Resources

• Merge Owner Accounts How-To
• Delete an Owner Account How-To
• Disable an Owner Account How-To
• Merge Duplicate Animals How-To