Pet profiles — documents, photos, tags and notes

Go to Sidebar → Pets → All Pets, then open a pet.

The pet record is where your team looks before handling an animal. The profile has tabs for Health, Feeding, Grooming, Documents, Notes and History.

Documents

1. Open the pet and go to the Documents tab.
2. Drag a file in, or click to pick one. Files can be PDF, JPG, PNG, WebP or HEIC, up to 10 MB.
3. Choose a Document Type:

• Vaccination Record
• Vet Record
• Rabies Certificate
• Health Certificate
• Spay/Neuter Certificate
• Insurance
• Other

1. Give it a Title and, if it has one, an Expiry Date.
2. Upload.

Photograph or scan certificates at drop-off and upload them right away. Documents stay with the pet, so the next visit does not need the paperwork again.

Uploaded documents are private to your business. Other businesses cannot see them, and they are not public. Pet parents cannot upload documents from the portal.

Uploading a certificate does not update the vaccination dates. Those are separate fields — press Edit Pet on the pet and use the Health tab. The dates are what drive alerts and online booking blocks, so do both. See Tracking vaccinations and expiry alerts.

Photos

On the pet's profile, press Upload Photo. Click the photo to see it larger.

A photo is how a new team member makes sure they have the right dog when two Cockapoos called Bella are in the same morning. Pet parents can also add a photo from the portal.

Pet tags

Tags are short flags shown on the pet everywhere your team sees it.

To put tags on a pet:

1. Open the pet and press Edit Pet.
2. On the Basic tab, tick the tags that apply.
3. Save.

To manage the list of tags (owners and managers):

1. Go to Sidebar → Pets → Pet Tags.
2. Press New Tag. Give it a Tag Name, a Category, a Color, an Icon and an optional description.
3. Save.

Tags are grouped into categories. New businesses start with Caution Flags, Behavioral, Health & Medical, Grooming, Service, Positive Traits and Other. On the Pet Tags page you can rename or delete a category, or press Add Category to make your own.

Deleting a tag removes it from every pet that has it. Deleting a category moves its tags to Other.

Use caution flags carefully. A dog tagged as a bite risk when it is just nervous teaches your team to ignore the flags.

Owner notes and internal notes

A pet has two kinds of notes. The difference is who can read them:

• Owner Notes — the client can read and edit these in their portal. Use them for things like "allergic to chicken".
• Internal Notes — only your team can see these. They are never shown in the portal. Put handling warnings and anything the owner should not see here.

Both show on the pet's Notes tab and on appointments, so a groomer sees them when opening a visit. Grooming remarks from the Grooming tab also feed the grooming sheet.

Notes versus tags

• A tag is for something a person must know in the two seconds before they open the kennel door.
• A note is for detail — what worked last time, which clipper guard, why the nails take two people.

Putting "WILL BITE" in a note nobody opens is how people get hurt. Use a tag.

Client tags

Clients have their own tags, separate from pet tags.

1. Open the client's profile and stay on Overview.
2. Find the Tags card and press Add Tag.
3. Pick an existing tag, or type a new name, choose a color and press Create.

Press the x on a tag to remove it.

Client tags are what marketing audiences filter on, with the Has tag and Does not have tag filters. Tag the client ("VIP", "Referral") when it is about the person. Tag the pet when it is about the animal.

Feeding and medication

These are pet fields too, and they drive the boarding task lists. See Feeding and medication schedules.

Keeping it current

The pet record carries over between visits. When an owner mentions a change — new food, new medicine, a bad time with a dryer — update the pet right then. Anything only said out loud is gone by the next booking.