Managing Customers & Pets
Overview
The Customers & Pets module helps you manage all aspects of your customer relationships and pet care records. From basic contact information to detailed health records, vaccination tracking, and service preferences, everything you need is in one place.
Key Features
Customer Management
Contact Information - Names, phone numbers, emails
Payment Methods - Card on file tracking
Emergency Contacts - Backup contact information
Family Relationships - Link multiple pets to one owner
Communication Tools - Quick call and text buttons
Pet Profiles
Basic Information - Name, breed, gender, birthday
Physical Details - Weight, height, desexed status
Quick Notes - Important care instructions
Photo Management - Upload and update pet photos
Health Records - Vaccination certificates and history
Service Tracking
Appointments - View all past and upcoming appointments
Packages - Track package purchases and credits on the Wallet tab
Sales - Transaction history for products and services
Care & Grooming Templates - Detailed grooming instructions
Paperwork - Service agreements and waivers
Advanced Features
Petprint ID - Unique attributes and preferences
Care Preferences - Service-specific instructions
Insurance Information - Policy details and coverage
Identification - Microchip numbers and registrations
Simulation Mode - See what the pet owner sees when booking or completing their profile
How It Works
Pet-Centric Organization: Petboost is organized around pets, with each pet linked to their owner (Pet Parent). When you search or browse, you see pets first, with their owner information displayed below.
Comprehensive Profiles: Each pet has a complete profile with tabs for different types of information - from appointments and packages to vaccinations and paperwork.
Quick Access: Search by pet name, owner name, phone number, or email to find records instantly.
Family Connections: See all pets belonging to the same owner in the "Family Pets" section, making it easy to manage families with multiple pets.
Shared with the pet owner: The pet owner sees the same profile in the pet owner app, with the same layout and sections minus your business-only information. What they update (contact details, medication, allergies, behaviour notes, photos) flows through to you, and what you update flows back to them. Internal notes and attributes marked Staff Only stay with your team.
Getting Started
Adding Your First Customer and Pet
Go to Customers & Pets
Click "Add New"
Enter owner information (name, phone, email)
Add pet details (name, breed, gender)
Click "Complete Required Fields"
Petboost creates both the owner and pet together, making it quick to get started.
Viewing Customer and Pet Information
From the Customers & Pets page, you can:
Search for pets by name, owner, phone, or email
Sort & Group the list (see Sort and group the list)
Filter by archived pets, online-booking block, card status, membership, animal type, tags, attributes, custom fields, appointment history, or breed
Click "Manage" to view detailed profiles
Sort and group the list
On Customers & Pets, open Sort & Group to the left of Filter. You can group by Owner, Animal type, Membership, or Card on file, and sort by Pet name, Date added, Last updated, Next appointment, Total spend, or Average spend / month.
Date added is when this pet was added, not when the owner account was created.
None for next appointment means the pet has no qualifying booking in the next 90 days.
Total spend is lifetime paid appointment revenue for the owner account. It is the same figure as the customer profile.
Average spend / month is that lifetime paid total divided by the complete calendar months since the first visit. Pets that have never visited show $0.
The list shows the active sort as one extra fact on the pet name. Reset restores the default pet-name A-Z order and clears Sort & Group.
Managing Pet Profiles
Each pet profile contains:
Simulate Dropdown - See the pet owner's booking or profile completion experience (learn more)
Summary Panel - Quick reference with photo, basic info, and owner details
Petprint Tab - Statistics, favourite services, attributes and vaccination certificates
Pet & Owner Details Tab - Contact and veterinary details
Wallet Tab - Card on file and payment activity, plus Packages and Membership Plans when you sell them
Appointments Tab - All scheduled and past appointments
Timeline & Notes Tab - Notes and attachments
Sales Tab - Transaction history
Fields & Forms Tab - Custom fields and form responses
Settings & Overrides Tab - Per-customer settings
Paperwork Tab - Agreements and documents
Care & Grooming Templates Tab - Grooming history and preferences, for grooming businesses
Common Workflows
Adding a New Customer
Click "Add New" from the Customers & Pets page
Fill in owner information (first name, surname, phone required)
Add pet details (name, breed, gender required)
Optionally add address, emergency contact, and booking settings
Complete to create both owner and pet
Managing Multiple Pets
Create the first pet with owner information
From the pet's profile, click "New Pet"
Add additional pets (owner is automatically linked)
View all pets in the "Family Pets" section
Updating Pet Information
Find the pet and click "Manage"
Click the edit button next to the pet's name
Update any information (breed, gender, birthday, etc.)
Click "Edit Photo" to upload or change photos
Use Quick Notes for important care instructions
Tracking Vaccinations
Open the pet's profile
On the [Pet name]'s Petprint tab, find the Vaccination Certificates card
Select Add Vaccination Records to upload certificates
Track expiry dates with the vaccination badge on the summary card
Tips for Success
Complete Profiles:
Add all available information during creation
Include photos for easy identification
Keep contact information current
Update weight and health information regularly
Use Quick Notes:
Important behavioral information
Special handling requirements
Medical conditions or allergies
Dietary restrictions
Owner preferences
Stay Organized:
Link all pets to the correct owner
Use the search function to find records quickly
Filter by animal type for specific services
Keep payment methods updated
Communication:
Use click-to-call buttons for quick contact
Keep email addresses current for automated notifications
Add emergency contacts for all pets
Update phone numbers when customers move
Related Articles
Pet & Owner Profiles - Guide to the profile tabs and their features
Getting Started with Customers & Pets - Complete setup guide for adding and managing customers
Managing Customer Profiles - Edit customer and pet information, photos, and notes
Pet Attributes - Learn about the 1,600+ pre-built attributes for care, health and behaviour
Cleaning Up Records - Archive, unarchive, and permanently delete customers and pets
Data Migration - Import customers and pets from other software
Simulation Mode - See what your customers see when booking or completing their profile
Customers & Pets FAQ - Common questions answered
Next Steps
Create Appointments for customers and pets
Apply Packages for package credit management
Select Services for customer bookings
Configure Settings → Notifications for customer communications
Need help? Contact support or click the "Get Help" button in your dashboard to chat with our team.