The timeline saves you jumping between tabs to piece together a pet's history. The badge on the Timeline & Notes tab counts every entry across all sources.

Open the timeline

Open Customers & Pets and select Manage on the pet.
Open the Timeline & Notes tab.
Optional: choose All, Notes, Appointments, Photos or Changes to narrow the feed.

What the timeline shows

The timeline merges these entries, newest first:

Entry	What it contains
Pet notes	Notes added on the pet's profile with New Note, with any attachments
Owner notes	Notes about the household, added on the owner. Petboost also writes one here when your team texts a terms or card on file request
Appointment notes	Customer-facing notes, internal notes, pet owner notes and grooming layout notes from the pet's appointments. Customer-facing notes carry a Customer-facing badge
Grooming visits	A summary card for each completed or paid grooming appointment, with the services, the team member and any photos
Photos	Appointment photos, grouped by date
Changes	Edits to the pet's and owner's records. They show only under the Changes filter

Notes from cancelled or refunded appointments are left out.

Add a note

Add a note for anything you notice between appointments, such as "Owner mentioned Kiwi has been scratching her ears".

Open Customers & Pets and select Manage on the pet.
Open the Timeline & Notes tab and select New Note.
Type the note in Write a note about and the pet's name.
Optional: add images or a PDF under Attachments.
Choose who can see the note: Internal only or Customer-facing.
Select Post.

The note is saved on the pet and appears at the top of the timeline. Every team member who can open the pet's profile can see it.

Who can see a note

Each pet note is either internal or customer-facing, and the timeline shows which with an Internal or Customer-facing badge.

Choice	Who can see the note
Internal only	Your team. The note form starts on this choice
Customer-facing	Your team and the pet owner, who reads it on the pet's timeline in the Pet Owner App

A note posted without a choice is internal. Owner notes are internal.

If you edit a customer-facing note, the pet owner sees the edited note. If you delete it, Petboost removes it from the pet owner's timeline.

To change who can see a pet note after it is posted, edit the note. This works on the most recent pet note, and only for the team member who wrote it.

The pet's timeline on an appointment has the same note form and the same choice.

Edit your latest note and who can see it

You can edit the most recent pet note and the most recent owner note if you wrote them. Older notes, and notes another team member wrote, cannot be edited. The note's attachments stay as they are.

On the Timeline & Notes tab, select the pencil icon on the note.
Change the text.
Optional: on a pet note, choose Internal only or Customer-facing.
Select Save.

If you change a pet note from Customer-facing to Internal only, Petboost removes it from the pet owner's timeline. If you change it from Internal only to Customer-facing, the pet owner sees it on their timeline. Owner notes stay internal.

On an appointment, the pet's timeline lets you edit the pet's most recent note the same way.

Notes Petboost adds for you

Notes left on an appointment, such as grooming instructions or private staff observations, appear on the timeline without any extra step
When your team texts a terms request from Mission Control or an appointment, Petboost adds the owner note Terms & conditions request SMS sent
When your team texts a card on file request, Petboost adds the owner note Card on file request SMS sent

Tip: Read the timeline before an appointment to catch up on the pet's recent history at a glance.

Timeline & Notes: filters, attachments and grooming templates
Grooming History: the record of past grooming visits
Pet & Owner Profiles: the full profile

Pet Activity Timeline