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Merging Pets

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:

  1. Go to the Clients tab
  2. Search for the primary client
  3. Open the client's profile
  4. Expand the "All Pets" menu in the top right  Client-Records-MyTime.png
  5. Click on the Merge Pets option Client-Records-MyTime__1_.png
  6. From the dropdown menu, choose one of the pets you want to mergeimage-png-1366_768-.png
  7. Select the Next button 
  8. Choose which pets you want to merge with the initially selected one Client-Records-MyTime__2_.png
  9. Select the Merge Selected button at the bottom right of the page  
  10. Select the details that you want to retain  Client-Records-MyTime__3_.png

Once you're satisfied, click Done to finish the merging or select Merge Additional Pets to include more pets in the merge.


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