Getting Started with Customers & Pets
This guide will help you start managing customer and pet profiles in your business. Learn how to add new customers, navigate pet profiles, and understand the essential features.
Accessing Customers & Pets
Navigate to Customers & Pets from the main navigation menu to see your customer and pet records.
What You'll See
Pet Cards - Each pet is displayed with their photo, name, breed, and birthday
Owner Information - Owner name, contact details, and card on file status
Search Bar - Find customers by pet name, owner name, phone, or email
Filter Button - Filter by animal type or card status
Add New Button - Create new customer and pet profiles
Adding Your First Customer and Pet
Petboost creates customers and pets together in one simple flow.
Quick Access Links
You can open the customer & pet creation form directly using these links:
Create New Customer & Pet:
https://business.petboost.com/customers-and-pets?action=create
Benefits:
Bookmark creation forms for quick access
Share direct links to specific forms
Connect with external CRM systems
Browser back/forward navigation works naturally
Step 1: Click "Add New"
Click the green "Add New" button in the top right, or use Create New Customer & Pet
The customer creation form will open
Step 2: Enter Owner Information
Required Fields:
First Name - Customer's first name
Surname - Customer's last name
Phone - Contact phone number
Optional Fields:
Email address
Street address
Suburb/City
State/Province
Postcode
Emergency contact name and phone
Step 3: Add Pet Details
Required Fields:
Pet Name - What you'll call the pet
Breed - Select from the breed list
Gender - Male or Female
Optional Fields:
Birthday - Date of birth
Desexed status
Weight and height
Quick notes about the pet
Step 4: Complete Creation
Review all information
Click "Complete Required Fields"
The pet profile will open automatically
💡 Tip: You can add more pets to the same owner later from the pet profile page.
Understanding Pet Profiles
Once created, each pet has a comprehensive profile with multiple tabs.
Profile Tabs
When managing a pet profile, you'll see multiple tabs that scroll horizontally. Use the arrow buttons (< >) to navigate between tabs when they don't all fit on screen.
Available Tabs:
1. Petprint Tab
Service usage statistics
Favorite services
Pet attributes (coat color, allergies, behavior traits)
Insurance information
Microchip numbers
2. Appointments Tab
All past and upcoming appointments
Quick booking button
Appointment history
3. Packages Tab
Purchased service packages
Remaining credits
Package expiration dates
Quick purchase button
4. Sales Tab
Transaction history
Product and service purchases
Payment records
5. Grooming Preferences Tab
Head and face preferences
Body and tail preferences
Feet and legs preferences
Reference photos
Special instructions
6. Vaccinations Tab
Upload vaccination certificates
Track vaccination dates
Set expiration reminders
Download certificates
7. Paperwork Tab
Service agreements
Liability waivers
Signed contracts
Supporting documents
Left Sidebar Information
Each pet profile displays essential information in the left panel:
Pet Details:
Pet photo with edit button
Name with quick edit option
Breed and gender
Desexed status
Quick notes field
Current weight and last updated date
Birthday
Owner Information:
Owner name with quick edit button
Payment card status
Pet Parent relationship
Call and Text buttons
Stored payment method details
Emergency Contact:
Emergency contact details
Quick access in urgent situations
Family Pets:
View all pets belonging to this owner
Quick navigation between siblings
Total pet count
Searching and Filtering
Using Search
The search bar finds customers by:
Pet name
Owner name
Phone number
Email address
Search Tips:
Type as you go - results appear instantly
Partial names work (searching "Choc" finds "Chocolate")
Phone numbers can be searched with or without formatting
Email searches are not case-sensitive
Using Filters
Click the Filter button to narrow results:
Animal Type - Dogs, cats, or other animals
Card Status - Customers with payment cards on file
Click Reset to clear all filters and search terms.
Quick Actions
From any pet profile:
Call Owner - Click the phone icon to initiate a call
Text Owner - Click the message icon to send a text
New Appointment - Book a service from the Appointments tab
New Pet - Add another pet for the same owner
Manage Vaccinations - Quick access from the sidebar card
Bulk Edit Pet Details
Update pet information across multiple pets at once using the spreadsheet-style bulk editor. This is useful for filling in missing details after a data import or tidying up records in bulk.
How to Access
Go to Customers & Pets
Click the actions menu (top right)
Select Bulk Edit Pet Details
Note: Bulk edit requires the Bulk Manage Customers permission and is only available on desktop.
Filtering
Before loading the grid, you can choose to show all pets or narrow the list to pets with specific gaps:
Missing Weight - pets with no recorded weight
Missing Birthday - pets with no date of birth
Missing Breed - pets with no breed assigned
Missing Desexed Status - pets with no desexed information
You can select multiple filters. The count of affected pets is shown for each filter.
Editable Fields
Field | Type |
Breed | Searchable dropdown (searches breed database) |
Weight (kg) | Number |
Gender | Male / Female |
Desexed | Yes / No |
Birthday | Date |
Pet Name and Owner Name are displayed for reference but cannot be edited in the grid.
Saving Changes
Changes are highlighted in the grid as you edit
Use Undo (Cmd+Z) and Redo (Cmd+Shift+Z) to revert or reapply edits
When you are ready, click Publish Changes in the bottom bar to save all edits at once
You can also click Discard All to revert all unsaved changes
If you try to leave the page with unsaved changes, you will be prompted to confirm
Importing from Other Software
Switching from another system? See our Data Migration Guide for importing customers and pets from:
Moego - Watch video tutorial ↗{:target="_blank"}
Gingr/PetExec
Pet Manager
ProPetWare
Time to Pet
Any system with CSV export
Our onboarding team provides hands-on assistance during your transition.
Understanding Draft Profiles
You may notice some profiles with a Draft status. These are real records created when a customer started the online sign-up or booking process but didn't complete it.
Key points about draft profiles:
They appear with placeholder names like "[Buddy] [Owner]" until converted
They are NOT duplicates and should not be deleted
They can be converted to full profiles by completing the required fields (name, phone, pet name, breed, gender)
You can convert a draft account inline while creating an appointment - no separate step needed
Use the "Show Drafts" filter in Customers & Pets to find them
Converting a draft preserves all information captured during the partial sign-up, including pet details and any booking data.
For the full guide on managing draft profiles, see the Draft Accounts FAQ.
Next Steps
Now that you understand the basics:
Add your existing customers - Import from CSV or manually add current clients
Upload pet photos - Makes profiles easier to identify
Add vaccination records - Keep health information current
Set up grooming preferences - Document service requirements
Add Quick Notes - Record important care instructions
Related FAQs
Have questions about customers and pets? See these commonly asked questions:
Related Articles
Managing Customer Profiles - Edit customer and pet information, photos, and notes
Customers & Pets FAQ - Common questions answered
Need help? Contact support or click the "Get Help" button in your dashboard to chat with our team.