Petboost creates a customer and their first pet together, in one form, and every pet belongs to a customer. The list on Customers & Pets shows one card per pet, with the owner's details on it, and Manage on a card opens that pet's profile. When an owner has more than one pet, each pet's profile lists them all under Family Pets.

Use the search and the sort when you want one record or a group of them.

Each pet card shows the pet's photo, name, breed and birthday, and the owner's name, contact details and card on file status. On the profile, the birthday badge shows the pet's age in years, months and weeks. Tap it to see the full breakdown and the date of birth.

Partial names work, so searching "Choc" finds "Chocolate". Phone numbers match with or without spaces, and email searches are not case-sensitive.

Filter the list when you want a group of pets rather than one.

Membership appears under Filter when you sell memberships.

Sort and group the list when you want it in another order, or split under a heading per owner, animal type, membership or card on file status.

Your choice stays in this browser. While the order is not the default, a red dot sits on the Sort & Group icon and each card shows the value it is sorted on. Reset restores the default order, pet name A to Z, and clears Sort & Group.

Add a customer when they first book with you or first get in touch. The owner and their first pet are saved together.

The button reads Complete Required Fields until you enter a phone number, and Choose whether to notify customer until you answer Notify customer?. If the number already belongs to a customer, Existing customer appears with Open profile: add the pet on that profile instead of creating a new customer. Switch on Create another customer & pet afterwards to keep the form open for the next one.

Add New Customer & Pet opens the same form directly. You can bookmark the link, share it, or link to it from another system, and the browser's back and forward buttons work with it.

Add a sibling from one of the owner's pets, so the new pet is linked to the right owner and shares the owner's details.

The new pet then shows under Family Pets on each of the owner's pets. New Sibling Pet, on the New menu of the pet's Appointments tab, opens the same form.

Start Intake opens New Customer Intake, a six-step form for adding an owner and pet in one sitting.

Select Exit to return to Customers & Pets without saving.

Every pet has its own profile, and the owner's details sit on it.

Simulate on the profile opens Booking Experience and Profile Completion, which show what the pet owner sees when they book or complete their profile. See Simulation Mode.

These tabs always show: [Pet name]'s Petprint, Pet & Owner Details, Wallet, Appointments, Timeline & Notes, Sales, Fields & Forms, Settings & Overrides and Paperwork. Action Required, Messages and Care & Grooming Templates show only when they apply.

[Pet name]'s Petprint holds the pet's attributes, such as temperament, health, allergies, diet, medications, treats and coat colour, with its tags, Microchip Number and insurance Policy Number, its favourite services worked out from its bookings, Pet details and Photos.

The Vaccination Certificates card sits on this tab too. Vaccinations are not a separate tab.

The card tracks each vaccination's dates. The badge on the pet's summary card shows the state of its vaccinations: Vaccinations current, Vaccinations expiring, Vaccinations expired or No vaccinations. To remind owners before a vaccination expires, switch on Vaccination Expiry Reminders in Settings, then Notifications.

Appointments lists the pet's past and upcoming appointments. When the pet has a recurring series, Recurring Series sits beside Appointments at the top of the tab.

The Wallet tab holds the customer's payments, packages and memberships. It is named Wallet, Wallet & Packages, Wallet & Memberships or Wallet, Packages & Memberships, depending on what you sell.

Packages shows each package the customer bought, the credits left and a button to sell another.

Sales holds the customer's transaction history: product and service purchases and payment records.

Care & Grooming Templates shows when your business offers grooming. Preferences kept here stay on the pet, so they are there for whoever does the next groom.

Each area holds its preferences, reference photos and special instructions. Preferences also holds the pet's Coat Type and Grooming Preferences, and History lists past grooms.

Paperwork holds Customer Agreements & Contracts: service agreements, liability waivers, signed contracts and supporting documents.

The panel beside the tabs holds the pet and the owner at a glance.

The sidebar also holds the Manage Pet and Manage Owner menus, and the vaccination card.

Update a pet's record when something about the pet changes, such as its breed, gender, birthday or weight.

To change the pet's photo, select Edit Photo on the photo, or Edit Pet Photo under Manage Pet. To change the owner's name, mobile or email, select Manage Owner, then Edit Owner Details. Keep the weight, the health details and the owner's mobile and email current: Petboost's automated messages go to that mobile and email.

Quick Notes sits under the pet in the profile's sidebar, so the team sees it every time the profile opens. Use it for behaviour, special handling, medical conditions or allergies, diet and owner preferences.

Update pet details across many pets at once in a spreadsheet-style grid, such as filling in missing details after an import or tidying records in bulk. Bulk edit needs the Bulk Manage Customers permission and a desktop or laptop computer.

Owner is shown for reference and cannot be edited in the grid. Undo (Cmd+Z) and Redo (Cmd+Shift+Z) revert and reapply edits, and Discard All reverts every unsaved change. If you leave the page with unsaved changes, Petboost asks you to confirm.

You email clients from your own email app. Petboost opens a message with your business address in To and the selected clients' addresses in BCC, so clients do not see each other's emails. Sending bulk email needs the Bulk Manage Customers permission.

To email a filtered segment instead:

To chase clients before their next visit, choose one of these under Quick Segments on Segment:

A segment with nobody in it does not appear.

Send bulk email in Smart Export stays disabled when no client in the segment has an email on file.

Key Dates Calendar shows the upcoming dates across your customer list.

Quick Export: Combined downloads one CSV row per owner, with up to 10 pets on that row.

Quick Export: Pet Owners, Quick Export: Pets and Quick Export: Vaccinations are on the same menu. See How do I export my client list?.

Complete Missing Fields walks you through the gaps on one pet's record.

Exit returns to the pet's profile at any point. On Pick a Pet, Back to Customers & Pets leaves without choosing a pet.

Switching from another system? The Data Migration Guide covers importing customers and pets from:

Our onboarding team provides hands-on help during your move.

Some profiles show a Draft status. These are real records, created when a customer started signing up or booking online and did not finish.

Converting a draft keeps everything captured during the partial sign-up, including pet details and any booking data. For the full guide, see the Draft Accounts FAQ.

You can permanently delete an abandoned booking or an unfinished profile. Draft pets on that sign-up do not block the delete: Petboost removes the draft owner account and its pets together. Convert a draft instead when you want to keep the record.

The ribbon at the top of Customers & Pets lists incomplete sign-ups. Its heading is Incomplete Sign-ups when both types are present, Abandoned Bookings when only abandoned bookings are present, and Unfinished Profiles when only unfinished profiles are present.

That permanently deletes the pet and the owner's draft account, including any abandoned booking data. Select Cancel if you do not want to delete.

The card leaves the ribbon when the delete succeeds. If it is still there, refresh the page. Do not select Delete a second time: the first delete already succeeded.

From Manage you can also select Complete Profile, View, or Reach Out on an abandoned booking with a phone number.

Trap: If the person is an existing customer who started a new booking and left, do not delete their account. In Mission Control, select Unfinished online bookings, tick the cards under Existing customers and select Dismiss. See Delete an abandoned booking.

The pet owner sees the same profile in the pet owner app, with the same layout and sections, less your business-only information. What they update, such as contact details, medication, allergies, behaviour notes and photos, flows through to you, and what you update flows back to them. Internal notes, custom fields set to Staff Only and custom attributes set to Business Only stay with your team.

A pet owner can also hand their pet's details to another venue. On the pet's profile in the pet owner app, the menu has Share Passport, which opens the Pet Passport. The owner ticks what to include, from Vaccinations, Microchip, Care and behaviour, Vet, Emergency contact, Owner and Insurance, then selects Share Passport to send it as a PDF, or Download PDF. Petboost builds the PDF on the owner's device from what the owner can see, so there is no link to expire or revoke.

Need help? Contact support or select Get Help in your dashboard to chat with our team.