Attributes, tags and custom fields

Three things look similar on a pet's profile and behave nothing alike. An attribute is a fact the booking engine reads. A tag is a label for you. A custom field is a question you asked on a form.

Only the attribute can change what a booking costs, how long it takes, or whether it can be made at all.

Build the library, then decide who sees it

Attributes live in one place and are reused across every pet. Each has a care type, and each has an audience.

1. Open Attributes & Rules and, on the Pet Attributes tab, select Add Attribute, or Create Your First Attribute while you have none.
2. Enter the Attribute Name and choose an Icon.
3. Under Care Type, choose General, Minor care or Major care.
4. Under Visibility, choose who sees it, then select Create Attribute.

Major care is red, Minor care is amber, General keeps the colour you picked. Visible to is the setting people miss: Pet Owner & Business shows it to the owner on their own pet, Pet Owner can edit also lets them add or remove it, and Business Only keeps it to your team.

Then put it on the pet it describes. On the pet's page, select the pencil beside its attributes, or Add attributes when it has none, tick the attribute in Edit Attributes, and select Save.

The same pet's Petprint card carries a Custom row for the attributes you made yourself, with Add custom attribute while it has none.

Give it an effect, and it changes the booking

A booking property set attaches to an attribute and changes one of three things: the price, the time, or how many pets carrying it can be in at once. It can also make the attribute required for a service, or block it from one.

1. Open Attributes & Rules, open the Custom Properties tab and select Add Booking Properties.
2. Under Applies to attributes, search for the attribute and choose it.
3. Set a Price adjustment, a Duration change or an Attendance cap.
4. Select Add Booking Properties.

Amber is an increase, green is a reduction. Once a set is on an attribute, any pet carrying that attribute gets the effect on every booking, without anyone remembering.

Use a tag when you just want a label

Tags are free text, shared across your account once anyone types one, and they do nothing to a booking.

1. Open Customers & Pets and select Manage on the pet.
2. On the Petprint card, type the tag into Tags.
3. Choose it from the list, or select Create for a tag nobody has used yet.

That is the point. Winter clip, Prefers Nina, Pick-up before 3: useful to read, filterable in a list, and no risk of quietly changing a price.

Put your own details on a service or a lesson

Custom fields are not only for pets and owners. A service, a course or a lesson can carry fields of its own, such as the room, what to bring or the trainer's notes, and Phone and Email are field types beside the rest, for an emergency contact or a vet clinic.

1. Open Fields & Forms and choose Service Fields, or Course Fields if you run courses.
2. Select Add Field. On Course Fields, use Add Field under On each course or On each lesson.
3. Enter the Field Name, choose the Field Type, and under Visible to choose Business Only or Pet Owner & Business.
4. Select Add Field, then fill the value in on the service's or course template's own Fields & Forms tab.

A Pet Owner & Business value shows on the client's booking for that service under Good to know, read-only, and an empty one does not show at all.