For pet-based businesses, MyTime allows you to add multiple pet profiles to a single client record directly from the Clients tab. This article walks you through the steps and important considerations when manually adding a pet to a client profile.
Things to Know:
- The ability to create or edit pet profiles is governed by the "Edit Client Information" access control setting.
- The client must be added before any associated pets can be added to their profile. Pets cannot be created without first linking them to an existing client record.
- Each client can have up to 100 pets associated with their account.
- Pet names must be unique and cannot match the name of the client.
- If custom pet fields have been created and marked as required, those fields must be completed before each pet profile can be saved. Learn more about custom pet fields here.
- On the client profile, you can still see pet information even after it has been deleted
- Deleted pets remain visible on the client’s profile and appear greyed out with "(Deleted)" next to their name.
- Pets will be displayed on clients' profiles in the following order:
- Active Pets
- Deceased
- Deleted
- Deceased and Deleted
- When the Date of Birth field is completed, MyTime will automatically calculate and display the pet's age on both the pet profile and the appointment modal:
- Less than 1 Month Old → Displays as: < 1 month old
- Exactly 1 Month Old → Displays as: 1 month old
- Between 1 Month and 1 Year Old → Displays as: X months old (e.g., 8 months old)
- Exactly 1 Year Old → Displays as: 1 year oldOlder than 1 Year → Displays as: X years and Y months old (e.g., 2 years and 3 months
To manually add a pet in MyTime:
- Navigate to the Clients tab
- Search for the desired client
- Open the profile
- In the top right, select the +Add Pet button
- Enter as much information about the pet as necessary, pet name is mandatory
- Save your changes
The pet will now be displayed on the primary client's profile.
To add additional pets:
- Expand the "All Pets" menu in the top right
- Click on the "New Pet" option
- Enter as much information about the pet as necessary
- Save
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