If a profile contains duplicate pets, you can consolidate the duplicate accounts from the main client's profile. In this article, we will walk through the process of merging pets.
Things to know:
- Merging pets is a permanent decision and cannot be reversed
- By default, appointment history, memberships, and packages are retained
- You can determine which first name, last name, gender, date of birth, notes, and pet breed to keep
- If only one pet is on the account, the merge option will not be displayed
To merge a pet:
- Go to the Clients tab
- Search for the primary client
- Open the client's profile
- Expand the "All Pets" menu in the top right
- Click on the Merge Pets option
- From the dropdown menu, choose one of the pets you want to merge
- Select the Next button
- Choose which pets you want to merge with the initially selected one
- Select the Merge Selected button at the bottom right of the page
- Select the details that you want to retain
Once you're satisfied, click Done to finish the merging or select Merge Additional Pets to include more pets in the merge.