Petboost Business

The Timeline &amp; Notes tab on a pet's profile collects appointment notes, photos, and PDF attachments into a single timeline. For grooming businesses, a separate Grooming Preferences section lets you save care instructions with photos that carry forward across all future appointments.

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Open a pet's profile from Customers &amp; Pets

Select the Timeline &amp; Notes tab

1. Open a pet's profile from Customers &amp; Pets
2. Select the Timeline &amp; Notes tab

The tab displays notes from every appointment for that pet, grouped by date with sticky date headers. Notes from cancelled or refunded appointments are excluded.

The following note categories are included:

Customer-visible business notes (what you wrote for the customer to see)

Private internal business notes (staff-only observations)

Customer notes (instructions the pet owner provided)

Grooming layout notes (Head &amp; Face, Body &amp; Tail, Feet &amp; Legs)

- Customer-visible business notes (what you wrote for the customer to see)
- Private internal business notes (staff-only observations)
- Customer notes (instructions the pet owner provided)
- Grooming layout notes (Head &amp; Face, Body &amp; Tail, Feet &amp; Legs)

Three filter options help you find what you need:

To store a PDF on a pet, such as veterinary history:

Drop the PDF on the dashed upload box, or select Click to upload

1. Open the pet's profile
2. Select Timeline &amp; Notes
3. Select New Note
4. Write the note
5. Drop the PDF on the dashed upload box, or select Click to upload
6. Select Post

The first page of the PDF shows as a thumbnail on the note. Select the thumbnail to open the PDF.

When you select All or Attachments, a photo gallery section displays all images from the pet's business appointment notes across their visit history.

For grooming businesses, a Care &amp; Grooming Templates tab appears on pet profiles. This section stores ongoing care instructions that are visible to customers and persist across appointments.

Select Preferences on the tab. The Grooming Templates card holds three cards by body area:

- Head and Face
- Body and Tail
- Feet and Legs

Rich text editor for detailed care instructions

Photos &amp; Attachments uploader for reference images

Save &amp; Publish and Discard Changes buttons, which appear once you edit the card

A Visible to Pet Owner badge confirming these notes are customer-facing

- Rich text editor for detailed care instructions
- Photos &amp; Attachments uploader for reference images
- Save &amp; Publish and Discard Changes buttons, which appear once you edit the card
- A Visible to Pet Owner badge confirming these notes are customer-facing

The attachment uploader supports images: JPEG, PNG, GIF, WebP, and HEIC/HEIF. Maximum file size is 10 MB per file.

The Care &amp; Grooming Templates tab appears when your business either signed up with pet grooming as a service category or has at least one service in the grooming category.

Grooming preferences and appointment notes serve different purposes:

Appointment notes appear in the timeline on the Timeline &amp; Notes tab. Grooming preferences appear on the Care &amp; Grooming Templates tab and are accessible from any future appointment for that pet.

<a href="pet-attributes.md" rel="nofollow noopener noreferrer" target="_blank">Pet Attributes</a> - Managing pet characteristics and badges

<a href="grooming-history.md" rel="nofollow noopener noreferrer" target="_blank">Grooming History</a> - Visual timeline of past grooming visits

<a href="../appointments/managing-appointments.md" rel="nofollow noopener noreferrer" target="_blank">Managing Appointments</a> - Adding notes during appointments

- <a href="pet-attributes.md" rel="nofollow noopener noreferrer" target="_blank">Pet Attributes</a> - Managing pet characteristics and badges
- <a href="grooming-history.md" rel="nofollow noopener noreferrer" target="_blank">Grooming History</a> - Visual timeline of past grooming visits
- <a href="../appointments/managing-appointments.md" rel="nofollow noopener noreferrer" target="_blank">Managing Appointments</a> - Adding notes during appointments

Timeline & Notes

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Filter	What It Shows
All	The full note timeline plus a photo gallery section
Notes	Text notes only, without the gallery
Attachments	Photo gallery only, showing images from business notes

Type	Scope	Persistence
Appointment notes	Specific to one visit	Saved on the appointment record
Grooming preferences	Ongoing for the pet	Persist across all appointments

Timeline & Notes

Timeline & Notes

Overview

Timeline & Notes Tab

How to Access

What It Shows

Filtering

Attach a PDF to a note

Photo Gallery

Care & Grooming Templates

Grooming Templates

Supported File Types

When This Tab Appears

How Notes Connect to Appointments

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