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
• Memberships
  • When merging pets, the membership associated with the pet whose details you choose to keep will remain visible on the client profile.
  • The other pet’s membership will still exist but must be manually reassigned to a different pet if the membership is set to individual pets. Example: If Pet A has a membership and you keep Pet A’s details, the membership stays with Pet A. If you keep Pet B’s details (and Pet B doesn’t have a membership), Pet A’s membership will be reassigned to Pet B.
• Packages
  • Similar to memberships, the package for the pet whose details you retain will remain visible.
  • The other pet’s package must be reassigned to another pet if the package is set to individual pets. Example: If Pet A has a package and you retain Pet A’s details, the package stays with Pet A. If you retain Pet B’s details (and Pet B doesn’t have a package), Pet A’s package will be reassigned to Pet B.
• Appointments
  • All past and upcoming appointments for both pets will be retained during the merge.
  • These appointments will be updated to reflect the details of the pet you choose to keep. Example: If Pet A has appointments and you retain Pet B’s details, all of Pet A’s past and future appointments will be reassigned to Pet B.  
• You can determine which pet name, gender, date of birth, notes, pet breed etc., 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
5. Click on the Merge Pets option
6. From the dropdown menu, choose one of the pets you want to merge
7. Select the Next button 
8. Choose which pets you want to merge with the initially selected one
9. Select the Merge Selected button at the bottom right of the page  
10. 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.