Pets linked to an existing membership can be switched to another pet. This article will provide step-by-step instructions on how to change the associated pet for an existing membership.
Things to Know:
-
If a membership was purchased for Pet A and a membership item credit was used for an appointment for Pet A:
- Changing the owner of the membership to Pet B will not affect historical data.
- Reports will still show that the membership credit was used.
- The appointment for Pet A will still display the "Available in Membership" label.
To change the associated pet for an existing membership:
- Navigate to the Clients tab
- Open the client's profile
- Scroll down to the membership section
- Expand the membership
- Select the Edit Membership button
- Select the dropdown menu next to Membership Owner
- Select the associated pet from the list and save
Once saved, the membership can only be used by the new pet selected.
For more information, contact support@mytime.com.
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