Register and edit a pet

💡 Tip

Fill in Date of birth and Microchip whenever you can: the date computes the pet’s age automatically, and the microchip lets you find the pet in search even when the owner doesn’t remember the phone.

Every pet belongs to a customer. You can register the pet together with the customer (at sign-up) or add it to an existing customer. What you fill in feeds the calendar, the price of services, the search and Pet Care — so it’s worth doing it well.

Step 1 — Go to the Customers screen

In the top menu, click Customers. From here there are two paths to register a pet:

1. New customer — click New Registration (blue button, top-right corner) and register the customer along with the pet;
2. Existing customer — find the customer in the list and, on their pet card, click the New button (the circle with a +).

Step 2 — Open the pet form

If you chose New Registration, scroll the window down to the Pet registration section and click the New Pet card (the box with a +). If you clicked New on an existing customer’s card, the pet form opens straight away.

Step 3 — Fill in the pet’s data

The New Pet window opens with every field. Fields marked with a red asterisk (*) are required — while any is missing, the “There are required fields not filled in” warning shows and the save button stays disabled. See below what each field is.

Pet identification

• Name* — the pet’s name (at least 2 letters);
• Species* — Dog, Cat, etc. The species shown here are the ones your store set up in Accepted species and breeds;
• Breed* — becomes available only after you pick the species (the breed list changes with the species);
• Date of Birth — optional; when filled, the system computes the pet’s age automatically;
• Microchip — optional; if filled, it lets you search the pet by microchip on the Customers screen.

Size and coat — they define the price

These two fields are required and, in most stores, determine the price of bath & grooming:

• Size* — Micro, Small, Medium, Big or Giant;
• Coat* — Short, Medium or Long.

Fill them carefully: a wrong size leads to a wrong price. (See Billing parameters to understand how the price is built from size and coat.)

Still in this block, two optional fields:

• Weight — in kg;
• Coat color.

Sex, neutering, situation and status

• Sex* — Male or Female;
• Neutered? — Yes or No (optional);
• Situation* — controls whether the pet can be served. The options are Active, Suspended, Blocked, Inactive and Restricted. When you pick something other than Active, fill in the Situation description with the reason (e.g. “blocked for bad behavior”);
• Status (Alive / Deceased) — appears when editing the pet; marks animals that passed away, removing them from the normal service flow.

Extra fields

Optional, but handy day to day:

• Note — any free remark (e.g. allergic to a shampoo);
• Preferred food — the brand/food the owner uses;
• Suggested products — items recommended for the pet, grouped into Medicines, Vaccines, Accessories and Collars;
• Default checklist — picks which checklist (Pet Shop, Clinic or Daycare/Hotel) comes pre-selected on that pet’s visits.

Step 4 — Save

With the required fields filled, click Save (in the New Registration flow the button is “Save and Return to Customer”). The pet now shows on the customer’s card and can be used in appointments and sales.

How to edit a pet later

In the Customers list, click the pet’s photo (on the customer’s card). The Edit Pet window opens with the same fields filled in — change what you need and click Finish Editing. This is also where you adjust the pet’s Status (Alive/Deceased) and Situation.

⚠️ Heads up

Size and coat define the bath & grooming price in most stores. Before saving, double-check these two fields — a wrong size produces a wrong price in the appointment.

🚫 Caution

Setting the Situation to Blocked/Inactive or the Status to Deceased removes the pet from the service flow — it stops showing up normally for scheduling. Use it only when it truly applies and record the reason in the description.