Guide

Customers & Pets

Pet Activity Timeline

The 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 27 September 2026 - 2 min read
Open in Petboost

The timeline saves you jumping between tabs to piece together a pet's history. The badge on the Timeline & Notes tab counts every entry across all sources.

Open the timeline

  1. Open Customers & Pets and select Manage on the pet.
  2. Open the Timeline & Notes tab.
  3. Optional: choose All, Notes, Appointments, Photos or Changes to narrow the feed.

What the timeline shows

The timeline merges these entries, newest first:

EntryWhat it contains
Pet notesNotes added on the pet's profile with New Note, with any attachments
Owner notesNotes about the household, added on the owner. Petboost also writes one here when your team texts a terms or card on file request
Appointment notesBusiness notes, private notes, customer notes and grooming layout notes from the pet's appointments
Grooming visitsA summary card for each completed or paid grooming appointment, with the services, the team member and any photos
PhotosAppointment photos, grouped by date
ChangesEdits to the pet's and owner's records. They show only under the Changes filter

Notes from cancelled or refunded appointments are left out.

Add a note

Add a note for anything you notice between appointments, such as "Owner mentioned Kiwi has been scratching her ears".

  1. Open Customers & Pets and select Manage on the pet.
  2. Open the Timeline & Notes tab and select New Note.
  3. Type the note in Write a note about and the pet's name.
  4. Optional: add images or a PDF under Attachments.
  5. Select Post.

The note is saved on the pet and appears at the top of the timeline. Every team member who can open the pet's profile can see it.

Notes Petboost adds for you

  • Notes left on an appointment, such as grooming instructions or private staff observations, appear on the timeline without any extra step
  • When your team texts a terms request from Mission Control or an appointment, Petboost adds the owner note Terms & conditions request SMS sent
  • When your team texts a card on file request, Petboost adds the owner note Card on file request SMS sent
Tip

Read the timeline before an appointment to catch up on the pet's recent history at a glance.