Customer profiles
Find a customer and their contact details
Open a customer profile to see their contact information, notes, tags, and linked pets.
Platform/Customer & pet records
03 / Customer & pet records
Know the customer and pet before each visit
For pet businesses in Canada, open one customer profile to find their pets, contact details, care notes, and linked service records. Your team can see what matters before the next visit.
Nora Lee · Customer profile2 linked pets
Mochi's pet profileLinked to Nora Lee
ActiveSpeciesCat
BreedBritish Shorthair
Weight4.1 kg
Care information
Chicken sensitivity · owner-reported note
BookingGrooming visit
InvoiceService visit
Report cardMochi
One customer · two pet profilesPetOS workspace preview
One customer, multiple pet profiles
Switch pets without losing the customer context
Open Nora Lee's customer record, then choose Pip or Mochi. Each pet has its own details and care information, linked to the same customer.
1 · Open customer
2 · Choose a pet
3 · Review details
Customer profileNora Leenora@example.com · +1 415 555 0136
2 pets
Pip
Pet profile · Nora Lee's dog
SpeciesDog
BreedTerrier
Weight8.4 kg
Microchip ID•••• 2714
Care notePrefers a quiet drying area
Vaccination informationRecord on file
Linked customerNora Lee
Mochi
Pet profile · Nora Lee's cat
SpeciesCat
BreedBritish Shorthair
Weight4.1 kg
Microchip ID•••• 8306
Care noteChicken sensitivity
Vaccination informationRecord on file
Linked customerNora Lee
Care and vaccination details are records entered by the business or customer. PetOS does not validate veterinary records or provide medical advice.
Find the right detail in a few steps
Start with a customer, choose a pet, then open the care notes and service records connected to them.
Pet profiles
Switch between pets in one profile
Select Pip or Mochi to see each pet’s own photo, breed, weight, and microchip details.
Care records
Open a pet’s care information
See owner-reported allergies, saved medical notes, and vaccination information alongside that pet’s profile.
Connected history
Follow linked service records
Open the customer’s related records to find bookings, invoices, and report cards for a visit.
A visit in context
See what belongs to Mochi’s visit
From Nora Lee’s customer record, your team can open Mochi’s care information and the records linked to a grooming visit.
The booking, invoice, and report card stay easy to find when the team prepares for the next appointment.
Nora Lee · Mochi’s grooming visitVisit timeline
Pet profile · MochiCare note: chicken sensitivity
1
BOOKING · OCT 08Grooming visit booked
Nora Lee and Mochi linked to the appointment.
2
SERVICE · OCT 08Visit and invoice recorded
The invoice stays connected to this booking.
3
REPORT CARD · OCT 08Mochi’s report card
Service notes and photo saved with the visit.
Records for the way your pet business works
Keep customer context connected across services
From grooming visits and hotel stays to training history and retail orders, customer and pet records support the work around each service.
Pet grooming salonsPet details alongside bookings and report cards.
Pet hotelsPet profiles linked to stay bookings.
Pet training centersRecords, packages and learning history together.
Pet supply storesCustomer details with orders and memberships.
At-Home Pet CareSaved addresses and care notes for each home visit.
One-stop pet lifestyle storesCustomer context across services and orders.
Customer & pet records
Keep customer and pet details connected to each visit
Explore PetOS for your business, or see how customer records link to bookings.
Explore your business type Explore booking and scheduling