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.

Navigate to Customers & Pets from the main navigation menu to see your customer and pet records.

Petboost creates customers and pets together in one simple flow.

You can open the customer & pet creation form directly using these links:

Benefits:

Required Fields:

Optional Fields:

Required Fields:

Optional Fields:

💡 Tip: You can add more pets to the same owner later from the pet profile page.

Once created, each pet has a profile with multiple 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:

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. The main ones:

The tab is named Wallet, Wallet & Packages, Wallet & Memberships or Wallet, Packages & Memberships, depending on what you sell. Its Packages sub-tab shows:

Shows when your business offers grooming. Preferences holds Grooming Templates with:

Vaccinations are not a separate tab. The Vaccination Certificates card sits on the [Pet name]'s Petprint tab:

Each pet profile displays essential information in the left panel:

Pet Details:

Owner Information:

Emergency Contact:

Family Pets:

The search bar finds customers by:

Search Tips:

Click the Filter button to narrow results:

Click Reset to clear all filters and search terms.

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

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.

Note: Bulk edit requires the Bulk Manage Customers permission and is only available on desktop.

Before loading the grid, you can choose to show all pets or narrow the list to pets with specific gaps:

You can select multiple filters. The count of affected pets is shown for each filter.

Pet Name and Owner Name are displayed for reference but cannot be edited in the grid.

You email clients from your own email app. Petboost opens a message with your business address in To and selected client addresses in BCC, so clients do not see each other's emails.

Send bulk email needs the Bulk Manage Customers permission.

To email a filtered segment instead:

If no client has an email on file, Send bulk email stays disabled.

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

Click Exit to return to Customers & Pets without saving.

Key Dates Calendar shows 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 stay 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.

Switching from another system? See our Data Migration Guide for importing customers and pets from:

Our onboarding team provides hands-on assistance during your transition.

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:

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.

You can permanently delete an abandoned booking or unfinished profile. Draft pets on that sign-up do not block delete. Petboost removes the draft owner account and its pets together.

The ribbon at the top of Customers & Pets lists incomplete sign-ups. The heading is Incomplete Sign-ups when both types are present, Abandoned Bookings when only abandoned bookings are present, or Unfinished Profiles when only unfinished profiles are present. Convert a draft when you want to keep the record. Use Delete when you want that incomplete sign-up gone.

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

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

From Manage you can also Complete Profile, View, or Reach Out (abandoned bookings with a phone number).

If the person is an existing customer who started a new booking and left, do not delete their account. In Mission Control, open Abandoned, select the cards under Abandoned Bookings (Existing), and click Dismiss. See Delete an abandoned booking.

Now that you understand the basics:

Have questions about customers and pets? See these commonly asked questions:

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.