Add a New Pet Record

Modified on Fri, 18 Oct at 1:03 PM

Pet records contain care details for each pet and are "associated" to a client account. Each Client Account can have as many pet records as needed. The Client Account stores client, home details and pet records, as well as client order history and payment details.

Watch this video to show you how to Add a New Pet onto your system:

Tip: When adding a new pet, many of the details will be the same for all types of pet. However, some pets require different services and care. With Custom Fields, you can add specific questions based on a pet's "Type," such as dogs, cats, birds, small mammals, reptiles or horses. Further, you can create a custom list of pet Types in Custom Fields as well.

Note: There are three different pet records preset: "Dog", "Cat" & "Standard." When adding a new Pet, when "Type" is Dog, a different list of Page names and questions appear, when "Type" is Cat a different list appears as well. This helps show how Custom Fields works and can be used.

Read more about CUSTOM FIELDS

Custom Fields enable you to customize the Client's pages in your database. This means you can add fields for data you capture such as specific pet behaviors or home management details. If you add custom fields, screenshots may not look the same as your database.

How Do I Add a New Pet Record?

Navigation: Clients > access a client account > Client Information > Pets

Click "+ New Pet" from the navigation pane on the left.

In "Name" enter the pet's name, to identify this pet throughout the system.
Select pet "Type."
Click "Create Pet."

Next you will complete the information in How to Add Pet Details.

Add a pet to your pet sitter software