Owners (customer records)

Plan: Included · Where: Manage → Owners (list) and the owner's profile page · Who uses it: front desk, managers, admins

An owner is your customer — the pet parent. The owner profile is the 360° view of that relationship: their contact details, their pets, their photos, and their appointment history, all in one place.

What you can do

• Search your customer list and open any owner.
• Create a new owner with contact details.
• View an owner profile across four tabs:
  • Overview — contact details and notes
  • Pets — every animal they own
  • Photos — the pet photo gallery
  • Appointments — upcoming and past visits
• Edit contact info and notes as things change.

How to add a new customer

1. Go to Manage → Owners.
2. Click + Add owner (or New owner).
3. Fill in the basics — name, email, mobile, and address.
4. Save. You'll land on their profile, ready to add a pet.

How to find and update a customer

1. Open Manage → Owners and use search to find them by name, email, or phone.
2. Open the profile and use the tabs to move between Overview, Pets, Photos, and Appointments.
3. On Overview, edit contact details or add notes (e.g., "prefers text," "balance owed at front desk").

How to add a pet to an owner

1. From the owner profile, open the Pets tab.
2. Click Add pet and fill in the pet's details.

See Pets & photos for the full pet record.

Tips & best practices

• One owner, all their pets. Keep multi-dog households under a single owner so their history and appointments stay together.
• Use notes for service-desk context, not medical handling cues — those belong on the pet record.
• Tag your VIPs and watch-outs. Tags put a color-coded flag right on the owner so the front desk sees it instantly.

Related

• Pets & photos — the animals attached to each owner
• Tags — flag owners at a glance
• Appointments — every owner profile shows their visit history

🎬 Video walkthrough (60–90s)

Title: Know your customer — the owner profile Length: ~75s

[Open on Manage → Owners, a searchable list.]

"Every customer lives here, in Owners. Search by name, email, or phone and open anyone in a click.

[Open a profile, point to the tabs.] The profile is your whole relationship in one view. Overview has their contact details and notes. Pets lists every animal they own. Photos is the gallery. And Appointments shows everything past and upcoming.

[Click + Add owner.] Adding a customer is quick — name, email, mobile, address, save.

[On the profile, open Pets → Add pet.] Then add their dog right from the Pets tab, and you're ready to book.

[Back on Overview, add a note.] Drop a note for the front desk — 'prefers text,' 'always tips' — and it's there next time they walk in.

One customer, all their pets, all their history. That's the owner profile."