Move a pet to a new owner

To move a dog to a new owner, start with the new owner's profile, then ask the Petboost team to move the dog across.

Open Customers & Pets and select Add New.
Enter the new owner's First name, Surname and Phone.
If Existing customer appears under the number, select Open profile and use that profile rather than building a second one.
Select Get Help in the sidebar, then Speak with the team.
Answer How urgent?, and under What are you trying to do? name the pet, its current owner and its new owner.
Select Send to the team.

Create Pet Owner and Pet

First nameRequired

SurnameRequired

PhoneRequired

EmailOptional

Existing customer

Sarah Mitchell already has 0491 570 156. Add the pet on that profile instead of creating a new one.

Notify customer? RequiredChoose before creating

Send notification

Create silently

Leave the dog where it is. The team moves it across with its appointment history, vaccination certificates, notes and package credits, and the payment history stays with whoever paid. A profile will not save without a pet on it, so rebuild the dog here only when you are starting its record from nothing.

Trap

Deleting the dog and adding it again under the new owner is the one path that loses everything.