Pet notes serve as a personalized diary for each client's beloved furry companions, capturing all the little details that make them unique. These notes can include observations about their behavior, preferences, health concerns, or any special needs they may have. It's a way for staff members to communicate with each other and provide the best possible care. These notes can be conveniently accessed from any device, providing instant insight into the client's pet preferences.
Things to Know:
- The ability to add or edit pet notes is governed by both the "Accessing Client Records" and "Accessing Appointments" access control settings.
- The pet notes section consists of a single note field, which can be edited as frequently as required and is accessible from either the pet's profile or an appointment modal. After each edit, the system automatically records the timestamp of the last modification, in addition to displaying the name of the staff member who made the changes.
- All pet notes will appear as pinned notes on the appointment modal. They will be displayed below the pet's name in the appointment details section and also on the notes page.
- For clients with multiple pets, each pet note will be displayed under the respective pet's profile.
CONTENTS
Adding Pet Notes
To add pet notes on pet profiles:
1. Log into the app. For details on how to, learn here
2. Once signed in you will be directed to the schedule by default
3. Choose the "Clients" icon located at the bottom of the screen
4. Type the name of the client in the 'Search' field or select the client from the client list
5. From the 'Client's Pet' section, select the desired pet to add note to
6. On the pet's profile, select 'Edit' at the top right of the screen
7. Navigate to the 'Notes' section on the pet profile
8. From the 'Pet Note' screen
- Type the desired note in the 'Pet Note' field
- Select '+ Photo' to add images
- To print the note, click 'Print Pet Note'
- To pin the note, toggle the 'Pin Note' button
- Click 'Save' at the top right of the screen
9. Once saved, the note will be visible in the 'Notes' section on the pet profile
Editing Pet Notes
To edit pet notes:
1. From the pet profile, select the note to open the 'Pet Note' screen
2. Make the necessary changes and click 'Save' at the top of the screen
3. The updated note will appear in the 'Notes' section on the pet profile
4. Click 'Save' at the top of the screen
The pet note will be saved to the pet profile.
For more information contact us at support@mytime.com
Related Articles
Selling Memberships for Pets in POS on the Scheduler App
Deleting Pets on Scheduler App
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article