Petboost Business

The Pet Activity Timeline is a unified, chronological feed of everything that has happened for a pet. It merges diary notes, appointment notes, grooming completions, and photos into a single scrollable view, so you never need to jump between tabs to piece together a pet's history.

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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 badge shows the total number of entries across all sources.

The timeline merges five types of entries, sorted newest-first:

Notes from cancelled or refunded appointments are excluded.

Click the "New Note" button in the top-right corner

Type your note in the composer that appears

1. Open the Timeline &amp; Notes tab
2. Click the "New Note" button in the top-right corner
3. Type your note in the composer that appears
4. Optionally attach images
5. Submit

The note is saved as a pet diary entry and appears immediately at the top of the timeline. All team members with access to the pet's profile can see it.

Use the timeline as a single source of truth before an appointment to review the pet's recent history at a glance.

Diary notes are ideal for recording observations between appointments (e.g. "Owner mentioned Bella has been scratching her ears").

Appointment-specific notes (grooming instructions, private staff observations) are added during the appointment workflow and appear here automatically.

When you send a terms request SMS from Mission Control or an appointment, Petboost adds an owner diary note: <code>Terms &amp; conditions request SMS sent</code>.

- Use the timeline as a single source of truth before an appointment to review the pet's recent history at a glance.
- Diary notes are ideal for recording observations between appointments (e.g. "Owner mentioned Bella has been scratching her ears").
- Appointment-specific notes (grooming instructions, private staff observations) are added during the appointment workflow and appear here automatically.
- When you send a terms request SMS from Mission Control or an appointment, Petboost adds an owner diary note: <code>Terms &amp; conditions request SMS sent</code>.

<a href="notes-and-attachments.md" rel="nofollow noopener noreferrer" target="_blank">Timeline &amp; Notes</a> - Appointment notes filtered view

<a href="grooming-history.md" rel="nofollow noopener noreferrer" target="_blank">Grooming History</a> - Detailed grooming service history

<a href="pet-owner-profiles.md" rel="nofollow noopener noreferrer" target="_blank">Pet &amp; Owner Profiles</a> - Understanding the full profile system

- <a href="notes-and-attachments.md" rel="nofollow noopener noreferrer" target="_blank">Timeline &amp; Notes</a> - Appointment notes filtered view
- <a href="grooming-history.md" rel="nofollow noopener noreferrer" target="_blank">Grooming History</a> - Detailed grooming service history
- <a href="pet-owner-profiles.md" rel="nofollow noopener noreferrer" target="_blank">Pet &amp; Owner Profiles</a> - Understanding the full profile system

Pet Activity Timeline

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Entry Type	What It Contains
Pet Diary	Free-text notes added directly to the pet's profile (with optional attachments)
Owner Diary	Notes added at the owner level that relate to the household. Staff SMS requests (terms, card on file) are also written here automatically.
Appointment Notes	Business notes, private notes, customer notes, and grooming layout notes from completed appointments
Grooming Completed	A summary card for each grooming appointment showing services performed, team member, and any attached photos
Photo Groups	Appointment photos grouped by date

Pet Activity Timeline

Overview

How to Access

What the Timeline Shows

Adding a New Note

Tips

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