Client experience and retention
Customers & Pets
Managing customer and pet profiles
22 guides
- Getting Started with Customers & PetsCustomers & Pets holds every customer and pet you look after. You add a customer and their first pet in one form, and each pet gets a profile with its owner's details, bookings, payments and notes.Updated 12 November 2026
- Managing Customer ProfilesA pet's profile is where you change the pet's and the owner's details, photos, vaccinations and care preferences, and where you block, cancel for, archive or delete a customer.Updated 8 November 2026
- Simulation Mode: see what your customers seeSimulation Mode shows you the booking form or the profile steps exactly as one customer sees them, with their pet, your services and your availability, and makes no booking or change.Updated 2 November 2026
- Customers & Pets FAQAnswers to common questions about adding, finding, editing, archiving and exporting customers and pets, and about their health records, payments, recurring series and forms.Updated 12 November 2026
- Custom Fields and Intake FormsCustom fields add your own questions to every pet or pet owner profile, and intake forms are questionnaires you send to clients. You set up both on Fields & Forms.Updated 9 November 2026
- Intake Forms GuideAn intake form is a questionnaire your clients fill in before their appointments. You build it on Fields & Forms, choose who gets it and when, and read the answers on the form and on each client's profile.Updated 15 October 2026
- Team FormsA team form is a record your team fills in about a pet during a service, such as a SOAP note, a daily stay or feeding log, a medication log, an incident report or a report card. You set when it is due and which answers the client sees.Updated 26 October 2026
- Sending Forms to ClientsAn intake form reaches a client in one of four ways: automatically when they book, sent by hand from their profile, filled in by your team during a booking, or from a shareable link you post anywhere.Updated 23 October 2026
- Form ResponsesEvery intake form has a Responses tab listing each submission, pending or completed, and each client's submissions also sit on the Fields & Forms tab of their profile, where you send, resend, fill in and attach them.Updated 27 September 2026
- Cleaning Up RecordsArchive hides a customer, pet or appointment and keeps its history, and you can restore it later. A permanent delete removes a record for good, and Petboost allows it only when nothing depends on the record, such as a pet that has never had an appointment.Updated 27 September 2026
- Migrating Your Data to PetboostPetboost's migration team brings your customers, pets, services, team, packages and upcoming appointments across from your old system, or you can import customers and pets yourself from a CSV or a Google Sheet.Updated 2 October 2026
- Emergency ContactsEach pet owner profile can hold a vet or clinic, a second pet parent phone, and who may collect the pets. Your team sees them on the profile, on every appointment and at check-out.Updated 22 October 2026
- Grooming HistoryHistory, on the Care & Grooming Templates tab of a pet's profile, is a timeline of every completed or paid grooming appointment, with its date, services, groomer, notes and photos.Updated 27 September 2026
- Timeline & NotesThe Timeline & Notes tab on a pet's profile gathers the notes, photos and attachments from its visits into one feed, grouped by date. Grooming businesses also keep standing care instructions with photos on the Care & Grooming Templates tab.Updated 27 September 2026
- Pet Activity TimelineThe Timeline & Notes tab on a pet's profile is one feed, newest first, of everything that has happened for the pet: notes, appointment notes, grooming visits, photos and changes to its records.Updated 23 October 2026
- Pet AttributesAttributes are colour-coded badges on a pet, such as an allergy, a medical condition, a temperament or a blade size. Your team sees them on the pet's profile, the calendar and each booking, and you can filter pets and set booking rules by them.Updated 4 November 2026
- Pet & Owner Profiles - Complete GuideEach pet has its own profile with its owner linked to it. The panel beside the tabs holds the pet and the owner at a glance, and the tabs hold its Petprint, bookings, money, notes, settings and paperwork.Updated 8 November 2026
- Recurring Series TimelineRecurring Series, on the Appointments tab of a pet's profile, shows every recurring series set up for the pet on one timeline, flags duplicates, and is where you end or deactivate a series.Updated 27 September 2026
- Sales & PaymentsThe Sales tab on a pet's profile lists every sale for the customer, paid, partially paid and awaiting payment. New Sale records a sale outside an appointment, paid by card, card reader, payment link, bank transfer, cash or another EFTPOS machine, in one payment or split across several.Updated 2 November 2026
- TagsTags are free-text labels you add to a pet or to its owner, such as vip, daycare regular or referred by sarah. You create them yourself to organise and find your records.Updated 27 September 2026
- Breed BrowserBreed Browser is the full list of breeds Petboost recognises, with a search and a quick list you build a selection in. You copy the quick list's identifiers and paste them into any breed field, instead of choosing each breed in a dropdown.Updated 28 September 2026
- Friends & foesRecord which pets get on and which must be kept apart. Foes set to Keep apart cannot be booked into the same room or with the same team member at the same time without a staff override. Staff only; pet owners never see it.Updated 5 November 2026
Decision guides in this area
The calls behind the settings.