# Customer profile

_How to open the profile and what each tab holds: pets, plans, appointments, records, billing, Pet Care and gallery._

> **💡 Tip**
>
> The profile is the **customer's X-ray**: before serving, glance at **Appointments** (history), **Billing** (any open invoice) and the pet's **Pet Care**. The **Records** tab shows everything that was changed — handy for auditing.

The **customer profile** gathers everything about them in one place — data, pets, history and billing. To open it, go to **Customers** and click the **customer's name** in the list.

## The profile tabs

In the **Customer page** side menu are the tabs, and just below the **Open chat**, **Schedule** and **New Sale** shortcuts.
- **General Information** — the customer's data (name, phones, email, address, *Allow chatbot service*); edit and save here;
- **Pets** — the customer's pets, with the option to register a new one (see [Register and edit a pet](/en/operacao/clientes-e-pets/cadastrar-e-editar-pet/));
- **Plans & Packages** — the plans this customer bought;
- **Appointments** — their appointment history;
- **Records** — the history of changes and actions on the customer's account;
- **Billing** — the customer's invoices (paid, pending, overdue);
- **Pet Care** — the pet's health chart (details in the [Pet Care](/en/configuracao/pet-care/o-que-e-pet-care/) section);
- **Gallery** — photos and videos of the customer/pets.

![Customer profile: tabs in the side menu and the General Information tab](https://help.tec.pet/_md-assets/perfil-do-cliente__perfil.png)

## Gallery: how to add photos and videos

The **Gallery** tab holds the **photos and videos** for that customer/pets. To upload a file, click **+ Add media** and pick the photo or video. Use **Filters** to find media by category. Photos attached in Pet Care also show up here.

![Customer Gallery tab, with the Add media button](https://help.tec.pet/_md-assets/perfil-do-cliente__galeria.png)

## Profile quick actions

The three buttons below the tabs speed up service:
- **Open chat** — starts a WhatsApp conversation with the customer;
- **Schedule** — opens the new-appointment wizard with the customer already selected;
- **New Sale** — opens a counter sale for that customer.

And **View pending items** (at the top) quickly shows what's open with them.

## See also

- [The Customers screen](/en/operacao/clientes-e-pets/tela-de-clientes/)
- [Track plans and packages](/en/operacao/planos/acompanhar-planos/)
- [Track billing](/en/operacao/financeiro/cobrancas/)

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