The Pet & Owner Profile is your central source of truth for every pet and their owner. It combines the pet's identity, care preferences, and owner information, all managed collaboratively between you and your customers.

Key Concept: Unlike traditional customer-first systems, Petboost is pet-centric. Each pet has their own profile with their owner linked to them. This means you see the pet first, with full context about their care needs, before looking at billing or owner details.

When you open a pet's profile, you'll see:

These tabs always show:

These show only when they apply:

The Petprint is the pet's identity dashboard: the first thing you see when opening a profile.

At the top, you'll see key metrics:

Petboost calculates how often each client typically visits based on their completed appointment history, and displays a colour-coded badge on customer profiles, appointment cards, and Mission Control.

Hover over the badge to see the full detail: average visit interval, number of past visits, last visit date, and when the next visit is expected or booked.

This helps you identify loyal regulars at a glance and spot clients who may be drifting away before they churn.

Based on booking history, Petboost shows the pet's most-used services:

When a birthday is on the pet, a date-of-birth badge sits next to their name on the Pet Summary Card. The badge face is the age in years, months and weeks. Tap it to see the full breakdown in years, months, weeks and days, plus the date of birth. Add or change the birthday with the edit icon next to the pet's name.

The Petprint card holds what the pet is: its attributes and tags.

When a pet has attributes that carry a warning, count chips sit at the top of the card:

The counts come from the attributes below. A pet with no such attributes shows no chips.

Attributes are listed one row per category, with the values on the row:

Every row is shown whether or not it holds anything, so an empty row reads Not recorded. Within a row, red attributes come first, then amber, then the rest.

To add an attribute to a row, select Add on that row and choose from the list. To remove one, hover the attribute and select the cross. To work across every category at once, use Search attributes… in the card header.

Rows for Custom attributes (created by your business) and Other attributes appear only when the pet has them. Grooming preferences live in the Care & Grooming Templates tab, not here.

The Tags row at the bottom of the card is where pet tags are added and removed. The summary card on the left shows the same tags for reference.

Select Edit in the card header to fill in anything showing Not recorded.

If your business has set up pet fields in Fields & Forms, filled values and required empty fields appear in the Pet details card. Optional empty fields stay hidden until you select Show empty fields or edit. Select the pencil in the card header to edit them. The card does not appear when the business has no pet fields.

Certificates on file with their expiry status. See Vaccination Certificates.

Photos from this pet's appointments, newest first, grouped by date. Select a photo to open it full size, and use the layout control to change how many photos sit on a row.

View and manage all appointments for this pet.

For pet owners with multiple pets, toggle between:

This is useful when coordinating sibling appointments or viewing family booking patterns.

Each appointment shows:

Click any appointment to open the full appointment detail view.

Manage pre-paid package credits for this customer. Packages is a sub-tab of the Wallet tab when you sell packages.

See all active packages with:

The badge colour indicates balance status:

Track how package credits have been used:

Direct link to add a new package purchase for this customer.

Complete transaction history for this customer.

All sales (excluding pending payments) with:

Create a new sale directly from the profile. This is useful for:

At-a-glance metrics:

The Wallet tab provides a complete view of the customer's payment method and all payment-related activity: cards added, payments processed, refunds issued, and more.

Why it matters: Instead of logging into Stripe separately, you can see everything about a customer's payment history right here in their profile. This makes troubleshooting payment issues, answering customer questions, and understanding their payment behaviour much easier.

At the top of the Wallet tab, you'll see the customer's saved payment method:

If no card is on file, the Wallet tab shows an empty state. Tap Text card request to SMS them a secure link that opens straight to the add-card form.

Below the card display, a timeline shows all payment and card-related events for this customer. Events are grouped by date (Today, Yesterday, This Week, etc.) and displayed in chronological order with the most recent first.

Payment Events:

Each payment shows:

Refund Events:

When a refund is issued:

Card Added/Removed Events:

Track when payment methods change:

Dispute Events:

If a customer disputes a charge:

Each payment event includes quick actions:

These buttons appear side-by-side on desktop and stack on mobile for easy tapping.

Events use visual cues to make the timeline easy to scan:

If the customer has a long payment history, click Load More at the bottom to fetch older events from Stripe.

This tab shows when your business offers grooming. History lists past grooms. Preferences holds three cards:

Vaccination certificates and titer test results sit on the Vaccination Certificates card on the [Pet name]'s Petprint tab. The summary card shows the vaccination status and a Vaccinations row. Select Manage there, or Edit on the card, to add or change certificates.

Each certificate has a Certificate Label, a Date Administered and an Expiry Date (Optional). Select Add Certificate to add another, then Save Vaccination Records.

When configured, Petboost can:

Per-customer policy customisation.

Override your business settings for specific customers. The tab has these sections:

There is no per-customer cancellation policy. Cancellation rules come from your business and service settings.

Overrides apply to all future bookings for this customer.

Manage service agreements, waivers, and contracts.

Each document shows:

The Paperwork tab stores agreements that have already been accepted. It does not capture a new signature on your device.

If a customer has not agreed and they have a future active booking, they appear in Mission Control > Attention Required > Terms Not Agreed. Tap Send SMS request, or turn on Bulk SMS Mode. The send is logged on Timeline & Notes. See Policies & Paperwork.

The Paperwork tab shows documents that are still pending or expired. For upcoming bookings that are missing required terms, use Terms Not Agreed in Mission Control.

Quick notes appear on appointment cards:

Keep notes concise. They're visible to all staff.

Each owner has one address, set in Suburb and Address under Edit Owner Details. A mobile appointment keeps its own service address. To change it for one visit, open the appointment and select Change Location. If you change the owner's address while they have upcoming mobile visits at a different address, Petboost asks Update upcoming visit addresses?

View and manage:

For a complete view of the customer's card on file and all payment activity, see the Wallet Tab.

The summary panel shows other pets belonging to the same owner:

The new pet is created under the same owner account.

When booking for a family:

Profiles created via self-service booking that weren't completed:

When you see the "This Pet Owner's profile is unfinished" banner:

If the customer had services in their cart:

Need help? Contact support or click the "Get Help" button in your dashboard to chat with our team.