Transferring Ownership of a Pet

Kathryn H.
Kathryn H.
  • Updated

Overview: Changing Animal Owners

If your business needs to transfer ownership of a pet from one owner to another, you can do so directly from the Edit Pet page. This article will describe how to change the animal owner of a pet that is already saved in Gingr.  

 

This article includes:

How to: Transfer Ownership of a Pet to an Existing Owner

  1. Navigate to the pet's profile and click the pencil icon to edit. 
    Screen_Shot_2022-08-03_at_5.39.41_PM.png

    Or, from the search bar, click the pencil to be directed to the animal's edit page. 
    Screen_Shot_2022-08-03_at_5.38.24_PM.png


  2. Click Change Animal Owner in the upper right corner.Screen_Shot_2022-08-03_at_5.51.12_PM.png

  3. Select the new owner account you would like to transfer the pet to. 
    Screen_Shot_2022-08-03_at_5.50.37_PM.png

  4. Click Save. The animal is now transferred to the new owner and you will be redirected to the edit page for that pet on the new owner's account. 


change_animal_owner_gif.gif

 

How to: Transfer Ownership to a New Owner

In order to save a new profile, a pet needs to be added during creation. If you need to transfer an existing pet but do not have an owner account for the new owner, you will need to create a new account with a placeholder pet. Once you transfer the existing pet to the new owner, you can delete the placeholder. 

  1. Navigate to Left-hand Navigation Menu: Owners & Pets » New Record. 
    Screen_Shot_2022-08-03_at_6.02.17_PM.png

  2. Fill in all applicable details for the new owner then click Continue to Next Step at the bottom of the form. 

  3. On the animal creation form, enter all required details with placeholder information. Click Save at the bottom of the form. 

  4. Navigate to the Edit Profile page of the animal that is changing ownership. 

  5. Click Change Animal Owner in the upper right corner.
    Screen_Shot_2022-08-03_at_6.04.33_PM.png

  6. Select the new owner account you would like to transfer the pet to.
    Screen_Shot_2022-08-03_at_6.05.20_PM.png

  7. Click Save. The animal is now transferred to the new owner and you will be redirected to the edit page for that pet on the new owner's account. 

  8. Navigate to the View All Pets table from the Left-hand Navigation Menu: Owners & Pets » View All Pets. 
    Screen_Shot_2022-08-03_at_6.07.04_PM.png

  9. Filter the table to find your placeholder pet. Scroll all the way to the far right column. In the Delete Record Column, click the Delete? button. Note: this button is only present for animals with no reservation history. 
    Screen_Shot_2022-08-03_at_6.08.35_PM.png

  10. Confirm the deletion by clicking Yes on the popup. 
    Screen_Shot_2022-08-03_at_6.09.59_PM.png

  11. Now you have transferred the existing pet to a new owner record. 

change_animal_owner_new_record.gif

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