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:

• The ability to merge pets is governed by the "Accessing Client Records" access control setting.
• Merging pets is a permanent decision and cannot be reversed
• Memberships
  • If both pets have individual memberships, the membership linked to the pet that is not retained will remain on the account but will no longer have an assigned owner. You will need to manually reassign that membership to the retained pet.
  • If Pet A has a membership and Pet B does not, and Pet B is selected as the retained pet, the membership from Pet A will automatically transfer to Pet B.

    
    

• Packages
  • If both pets have individual packages, the package linked to the pet that is not retained will remain on the account but will no longer have an assigned owner. You will need to manually reassign that package to the retained pet.
  • If Pet A has a package and Pet B does not, and Pet B is selected as the retained pet, the package from Pet A will automatically transfer to Pet B.
• Expiration Reminders
  • You can choose which expiration date to keep during the merge.
  • If no selection is made, the system will retain the expiration date of the retained pet by default.
• Pet Notes
  • In the merge interface, you can choose to keep combined notes from both pets.
  • If you do not select this option, only the notes associated with the retained pet will be kept.
• 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.  
• Waivers
  • If Pet A had a waiver and Pet B did not, and Pet B is retained, Pet A’s waiver will still be retained by default.
• 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.

For more information, contact support@mytime.com. 

Related Articles

• Adding Pets Manually
• Adding/Editing Pet Breeds
• Deleting Pet Breeds
• Editing Pet Profiles
• Pet Notes
• Importing Pets
• Exporting Pets
• Deleting Pets
• Marking A Pet As Deceased