# Register a customer

_Step by step to register a customer (with the pet too) and what each field means._

> **💡 Tip**
>
> Register the **correct phone** with area code: WhatsApp (confirmations, reminders and the AI) depends on it. A wrong number means the customer **won't receive** the automatic notifications.

The **customer** is the basis of everything in TecPet — pets, appointments, invoices and WhatsApp all link to them. You can register the customer **with the pet together**, on the same screen. Here's the step by step.

## Step 1 — Open New Registration

In the top menu, click **Customers** and then the **New Registration** button (blue, top-right corner). The **New Customer** window opens.

![Customers screen with the New Registration button in the top-right corner](https://help.tec.pet/_md-assets/cadastrar-um-cliente__lista.png)

## Step 2 — Fill in the general data

In the **General data** section:
- **Name*** — required (the owner's name);
- **Tax ID** and **Date of Birth** — optional;
- **WhatsApp** — country + area code + number; this is where confirmations, reminders and the AI go out;
- **Second phone** and **Third phone** — extra contacts;
- **Email** and **Notes** — optional;
- **Allow chatbot service** — checked by default; controls whether the AI/chatbot serves this customer on WhatsApp.

![New Customer window with General data, Address and Pet registration](https://help.tec.pet/_md-assets/cadastrar-um-cliente__form.png)

## Step 3 — Enter the address

In the **Address information** section, fill in the **postal code** (the other fields can be completed from it): **Street, Number, Complement, Neighborhood, City and State**. The address is used in documents and in the **Pickup & delivery** route.

## Step 4 — Register the pet (optional, but recommended)

In the **Pet registration** section, click the **New Pet** card to register the animal right along with the customer. The pet form opens with species, breed, size, etc. — see [Register and edit a pet](/en/operacao/clientes-e-pets/cadastrar-e-editar-pet/) for the detail of each field.

## Step 5 — Save

Click **Register**. If the phone is in an invalid format, the system warns you — fix it and save again. Done: the customer now appears in the [Customers list](/en/operacao/clientes-e-pets/tela-de-clientes/) and can be used in appointments and sales.

## How to edit a customer later

In the **Customers** list, click the **customer's name** to open [their profile](/en/operacao/clientes-e-pets/perfil-do-cliente/) (or use the person icon in the row's **Operations**). In the profile you update the data and manage pets, plans, appointments and billing.

> **⚠️ Heads up**
>
> The **Allow chatbot service** option controls whether the **WhatsApp AI/chatbot** serves this customer. If you uncheck it, their messages go straight to a human.

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_feature: cadastrar-cliente · atualizado em 2026-06-09 · fonte: https://help.tec.pet/en/operacao/clientes-e-pets/cadastrar-um-cliente/ — TecPet Central de Ajuda_