Adding A Pet To A Client
Your client profiles aren't technically complete without adding their pets! Clients can add their pets through the Client Portal and the Mobile App, but you may want to add a pet on a client's behalf when getting them all set up.
To add a pet, navigate to the "Pets" tab of the client's profile, then click the "+ New Pet" button:
The "Add Pet" window will open for you to enter the pet's details:
Note: You can edit, delete, or add more pet fields in Settings > Company Settings > Pet Fields. To read more about these fields, see our help doc on Client And Pet Fields.
After you've entered all relevant info and added an optional photo of the pet, click the "Save Pet" button at the bottom of the screen.
You can also edit the client's pets at any time by clicking the "Edit" button in the upper right corner of the pet:
Adding a Pet in the Mobile App
Pets can be added from the Mobile App by Admins, Managers, and Users/Staff that have permission to edit client details and pets (see Staff Roles And Permissions for more information).
To add a pet for a client, navigate to their profile in the app and within the details section, click the "+" symbol in the box where the pets are listed. You'll then be brought to a form where you can enter information about the pet and save it to the profile.
