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Pet Types: Setup & Migration Guide

Learn how to use standardized pet types to keep your account organized and migrate existing pet data.

Updated this week

Pet Types is currently in beta with our Early Access Program. It will be released to all customers soon!

Pet types are now selected from a dropdown list of defined pet types instead of a free-text Type field.

This allows Time To Pet to:

  • Standardize pet data across your account

  • Power features like vaccinations by pet type

  • Improve reporting and organization

  • Make it easier for clients and staff to add pets correctly

Company Settings > Pet fields: Pet Type options can be added or removed/hidden

Check out our video on setting up Pet Types!


How Pet Types Work

When adding or editing a pet, clients and staff will select a Pet Type from a dropdown menu.

Common pet types include:

  • Dog (default)

  • Cat (default)

  • Bird

  • Fish

  • Reptile

  • Small Animal

When you add or edit a pet — whether as a client or admin/staff — the Pet Type field will appear as a dropdown.

This replaces the old system where the Type field was a free-form text input.

Using a dropdown ensures pets are categorized consistently.


Adding and Managing Pet Types

You can create and manage the pet types your business supports.

To add or edit pet types:

  1. Go to Settings

  2. Select Custom Pet Fields

  3. Add or edit the pet types available for your account

You can create pet types that match the animals your business cares for.

Example:

Pet Type

Dog

Cat

Bird

Fish

Reptile

Once created, these types will appear in the Pet Type dropdown when pets are added or edited.


What Happens to Existing Pets

When Standardized Pet Types are enabled, Time To Pet will automatically convert existing pets.

The system looks at the current text value in the Type field and maps it as follows:

Existing Value

New Pet Type

Dog

Dog

Cat

Cat

snake

Other

kitty

Other

pup

Other

fish

Other

If the system cannot confidently match a value to a standardized type, the pet will be placed under Other and the original value will be preserved.

Example:

Pet Type

Additional Text

Other

kitty

You can then clean up these values using the Bulk Pet Type Migration tool.


Best Practice for Existing Companies

If you already have pets in your system, we recommend the following process:

  1. Create the standardized pet types you want to use

  2. Review pets that were placed under “Other”

  3. Use the Bulk Pet Type Migration tool to organize them


Using the Bulk Pet Type Migration Tool

The Bulk Pet Type Migration tool helps you convert existing Type values into standardized pet types.

This is especially helpful if you previously used variations like:

  • doggy

  • pup

  • kitty

  • kitten

You can migrate these values into the correct standardized pet type.

Check out our video on the Bulk Pet Type Migration Tool!


Where to Find the Tool

  1. Go to Settings

  2. Click Advanced

  3. Select Bulk Pet Type Migration

This page will display all unique values currently stored in your old Type field.


Step 1 — Select Pet Types to Migrate

In the Select Pet Types to Migrate section, you will see a list of the existing values found in your Type field.

Example:

  • pup

  • doggy

  • kitty

  • fish

Select the values you want to migrate.

You can also use:

  • Select All

  • Select None

Example:

You might select:

  • pup

  • doggy

  • dog

to migrate them all to Dog.


Step 2 — Select the Destination Pet Type

Next, choose the standardized Pet Type from the dropdown.

Example:

Existing Values

Destination Pet Type

pup

Dog

doggy

Dog

dog

Dog

All pets with those values will be updated.


Step 3 — Review the Migration

Click Review Migration to confirm the changes.

Once confirmed, Time To Pet will update all pets using the selected values.


Running Multiple Migrations

You can repeat the migration process as many times as needed.

For example, you might migrate pup / doggy / dog to Dog, then kitty / kitten to Cat, and fish / beta / goldfish to Fish.

Standardized Pet Types also support vaccination tracking by pet type, allowing businesses to require and track different vaccinations depending on the type of animal. For more details, see our Vaccinations by Pet Type article. Each is a separate migration run.

Related Feature: Vaccinations by Pet Type

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