For many pet sitting and dog walking businesses, it is required that their clients keep their pets up-to-date on all of their vaccinations. Time To Pet can help you track vaccinations and their due dates, and run vaccination reports to see what pets are missing vaccinations, which vaccinations are past due, and which have upcoming due dates. Time To Pet also supports optional features that allow pet parents to upload their own vaccination records and the ability to block pet parents from requesting services if their pets are past due on their required vaccinations. Check out our article on Allowing Clients to Manage Vaccinations for more info on these features.
In This Article
Check out a short video from our Onboarding Team on the Vaccinations Settings section:
Creating Vaccinations & Vaccination Settings
First, let's review how to create new vaccinations for your company and review some Vaccination Settings. Your master list of vaccinations can be found in the "Vaccinations" tab in Client Settings.
There are two Vaccination Settings options. First is the Send Vaccination Reminder Email. When enabled, Time To Pet can send your admin team a reminder email for pet vaccinations that are past due, due, or upcoming. This can be set to Never, Daily, Weekly, or Monthly.
Next is a tool that allows your clients to manage their own vaccinations. This feature allows your pet parents to upload their vaccination records via the Client App or the Client Portal. Please review the section on Allowing Clients to Manage Vaccinations for more details.
Time To Pet supports the ability for you to block the pet parents' ability to request services if their pet vaccinations are past due. To learn more about this feature, please review our Portal Settings help article.
Let's now review how to add a new vaccination to your account. To add a new vaccination, simply click the "Add Vaccination Type" button.
When creating a new Vaccination, you can choose whether that Vaccination is automatically added to new pets that are created and set as required. You can also choose whether the Vaccination is added to existing pets and set as required. If this is added to existing pets, Time To Pet will set the Vaccination due date as today.
Time To Pet will show you a list of the vaccinations you have added and you can edit or delete any vaccinations from this section.
Adding Vaccinations To Pet Profile
After creating the vaccinations you will be tracking, let's navigate to a pet profile. This can be found in the "Pets" tab of any client profile. Each pet will have a "Vaccinations" tab listed just below its name.
To add a new vaccination to a pet, click the "Add Vaccination" button. Time To Pet will allow you to select from the list of vaccinations you have created and set an expiration date for that vaccination.
Pro Tip: You can also create a brand new vaccination to track by using the "Quick Create Vaccination" button.
After adding all of the vaccinations to a pet profile, you will see them in a list format with the vaccination name, the due date, and a countdown showing you how many days til that vaccine is due. Vaccines that are past due or due today will show up in red, vaccines that are due within the next 30 days will show up in orange, and vaccines that are due more than 30 days in the future will not be highlighted.
You can click the "+" symbol next to any vaccine to see more details.
From here, you can change the expiration date of the vaccine or upload records (like a vaccination report from this client's vet). Time To Pet will track the complete history of this vaccine.
Adding Records From Conversation Feed Attachment
If your client has included their vaccination records as an attachment to a message sent via their conversation feed from their client portal, Time To Pet makes it easy to save this attachment to the vaccinations section. At this time, vaccination records can not be sent via the client app, they can however be sent via their conversation feed from their client portal.
When viewing a message with an attachment in the conversation feed, Time To Pet will show you a "copy" icon to the far right. This can be clicked to save this attachment.
The attachment can be saved to two separate places in Time To Pet. First, you can save this as a client document to the "Docs" section of the client profile.
You can also choose to copy the attachment directly to the pet vaccination records section. Time To Pet will ask you to choose a pet and the vaccinations that are included in the vaccination report.
After clicking the "Copy Attachment" button - Time To Pet will automatically save this as a new record associated with that vaccination.
Allowing Clients To Manage Vaccinations
Time To Pet supports the ability for your pet parent clients to upload vaccination records directly to their pet's profiles. When enabled, your admin team has the ability to review and approve all vaccinations and vaccination records your pet parent clients have added. If you would like to allow pet parents to manage their own vaccinations, first enable this feature found in Client Settings -> Vaccinations.
When enabled, your pet parents now have the ability to view the "Vaccinations" tab on their pet profile. This can be done directly from the Client Portal or the Client App.
Pet parents can only manage vaccinations that have been added to a pet profile already.
If you allow Pet Parents to manage their own vaccinations, you can also require Pet Vaccinations be up-to-date before pet parents can request services. This can be enabled in Client Settings - Portal Settings and you can learn more about this feature here.
Allowing Clients to Manage Vaccinations in the Client Portal
Your clients can navigate to the "Pets" tab of the client portal to see all of their pet details. Clients can view all required vaccinations in the "Vaccinations" tab of a pet profile.
Pet parents can upload their vaccination records directly from this screen.
When uploading a Vaccination Record, your pet parent is required to set the expiration date of the Vaccination. After uploading the Vaccination Record, your admin team will be able to review and approve the Vaccination update.
Allowing Clients to Manage Vaccinations in the Client App
Your clients can navigate to the "Pets" tab of the client app to see all of their pet details. Clients can view all required vaccinations in the "Vaccinations" tab of a pet profile. After clicking the "+" icon on any vaccination, pet parents can upload their vaccination records directly from this screen.
After clicking "Upload Vaccination Record" - your pet parent can upload a document, a picture, or take a picture of their vaccination records and upload the file.
After selecting the file, your pet parent client will need to add the Vaccination Expiration date and upload the records.
Your pet parent will then be notified that the records have been successfully uploaded and are awaiting review by your admin team.
Reviewing and Approving Vaccination Records Uploaded by Client
After your pet parents have uploaded new Vaccination Records, your admin team can review and approve these. There are two places you can do so. First is the Approvals -> Pets section.
The second area is directly on a Clients' Profile.
You can click on the attachment to review the records and can then Approve or Decline the Vaccination.
Keeping Track Of Vaccinations
Time To Pet supports several notifications and reports related to vaccination records. First is the Vaccination Reminder Email report.
Vaccination Reminder Email
You can enable a daily, weekly, or monthly vaccination reminder email in Pet Settings under the "Vaccinations" tab.
Vaccination Reminder Notifications
Time To Pet will also notify you if a pet has a past due vaccination or a vaccination due within the next 30 days when viewing their client profile.
You will also see a notification when viewing a service order for the client on the Scheduler.
And lastly, you will see a notification when a client has pending events.
Time To Pet provides robust reporting related to vaccinations in the "Vaccinations" tab of the Pet List. Reports can be run to see a list of all vaccinations for all pets. You can filter this by expiration date, and vaccination type; and you can sort the list by each column.
You can also view reports for pets with missing vaccinations. This can also be filtered by vaccination type and sorted by column.
Deleting And Removing Vaccinations In Bulk
If a vaccine is accidentally added to all pets, it can be removed from all pet profiles in bulk. If a vaccine type is accidentally added, a vaccine type can be deleted from the list of vaccines. Please note that these actions are not reversible.
Vaccines can be removed or deleted by navigating to the "Vaccinations" tab in Client Settings.
To remove or delete a vaccine, click "Delete" next to that vaccine in the list.
The following options will appear:
Then, click directly on the option needed and click the red button to complete the option:
Who gets the pet vaccination reminder email?
Currently, only admin and office managers will get this email.
What if my company does not require vaccinations?
Vaccination notifications are only shown if vaccinations have been created and added to a pet profile. The vaccination reminder email will only be sent if enabled in Pet Settings.
Can I send vaccination reminder emails to clients?
We do not currently support automated reminders but you can view reports for pets that have vaccinations set to expire soon and create a Saved Reply to quickly contact these customers.
Can clients update vaccination records themselves?
Because vaccinations are so important and require actual verification of vaccine records, clients can not update this information themselves.