Adding Pets on Scheduler App

For pet merchants, you have the option to add pets to client profiles from the client tab. In this article, we will walk you through the steps of adding a pet to a client profile.

Things to know:

• The ability to create or edit pet profiles is governed by the "Accessing Client Records" 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

How to add pets on the scheduler app:

1. After logging into the scheduler app, navigate to Clients at the bottom of the screen
2. Search for the desired client         
3. Open the client's profile
4. Click on the +Add Pet hyperlink                                                                                                                                     
5. Enter as much information about the pet as necessary, pet name is mandatory
   • Pet Name: Enter the name client's pet
   • Pet Breed: Please enter the type of pet breed, for example, Labrador Retriever
     
   • Date of Birth: Select the client's pet's birth date
   • Weight: Enter the weight of the pet
   • Pet Type: Please specify the type of pet, for example, "Dog" or "Cat"
   • Gender: Select the gender of the client's pet
   • Vet Name: Enter the name of your pet's veterinarian
   • Vet Phone: Enter the name of your pet's veterinarian
   • Breeding Status: For Breeding Status, you can select "Active" or "Spayed/Neutered"
   • Last Vaccination: Select the date the pet received its last vaccination
   • Deceased: Here, you can check the box if the pet is deceased
   • Notes: This field is optional; feel free to leave a note about the client's pet here. Pet notes serve as personalized diaries for clients' furry companions, documenting their unique traits, behaviors, health concerns, and preferences to facilitate effective communication among staff and ensure optimal care, accessible from any device
   • Custom Service: Click the + Add a custom service hyperlink to set custom pricing and duration for specific service(s), along with selecting the preferred staff member                                                                                                                                                                                                                                                                                                                                                                                                                                                                           
6. After you've provided all the necessary information, click "Save" 
7. Once saved, the pet's name will be reflected in the client's profile                                                                                                                      

To add additional pets, repeat steps 4 through 6.

For more information, contact us at support@mytime.com.