Clients & Pets
Manage pet profiles and health records
Each pet has a profile with the details that keep visits safe and personal - breed and age, medications and feeding, vet contacts, temperament, and access notes. Here's how to fill it in.
The short version
- Open the client, then the pet.
- Add or edit the pet's details - identity, health, vet, and access.
- Save. Most details are visible to the client too.
On your phone
- On the Clients tab, open the client.
- Tap the ... menu and choose Edit Client, or tap + Add a pet.
- In the pet's card, fill in what you need:
- Identity - name, species, breed, colour, age, weight, sex, neutered/spayed, microchip.
- Health and medical - medical notes, medications, and feeding.
- Vet and emergency contacts, temperament, and home-access notes.
- Save.
Vaccinations appear as their own rows on the pet - tap one to see its details and status.
On the web
- On Clients & Pets, open the client.
- In the Pets card, click Add pet (or the menu on a pet to Edit).
- Fill in the same details - identity, health and medical, vet, temperament, and access - and save.
Vaccination status shows on the pet card as Valid / Due / Expired / Missing.
Good to know
- Most pet details are visible to the client, so keep private reminders in the provider-only note on the pet, not in the shared fields.
- Vaccinations come from your intake documents and scans, not typed into the pet form - though you can edit the vet contact directly.
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