Managing Pet Records

Every pet has their own profile in Petsoft. This is where you keep track of their size, their shot records, and any special needs they have (like allergies or medications).

A sample pet profile showing all their important details at a glance.

What's in a pet's profile?

Detail	Why we track it
Name & Breed	So you know exactly who the pet is.
Weight	We use this to automatically pick the right price based on your custom weight tiers.
Fixed?	Keeps track of whether the pet is spayed or neutered.
Board Separately	Check this if the dog doesn't get along with other pets in their family.

How do I know if their shots are current?

Petsoft uses colors to make it easy for your staff to see who is ready to stay and who isn't.

important

Your Rules, Your Vaccines: The list of vaccines you see below is just an example. You choose exactly which vaccines to track (like Rabies, Distemper, or K9 Flu) in your Organization Settings.

Current

Expires in the future

Green: Good to go!

Warning

Inside your warning window

Yellow: Expiring soon

Expired

Date is in the past

Red: Cannot book*

*The system only blocks bookings for vaccines you have marked as "Required."

How to update shots:

1. Open the pet's profile and click the Vaccinations tab.
2. Type in the Expiration Date for each shot on your business's list.
3. Upload a photo of their records by dragging an image into the Documents tab.

Vet Info, Allergies & Private Notes

• Veterinarian: Link the pet to their doctor so you know who to call in an emergency.
• Allergies: Any food or skin allergies will be printed on the pet's run card and feeding reports.
• Staff-Only Notes: You can keep private notes about a pet's behavior.
  • Important: These notes are just for you and your staff. The pet owner will never see these in their portal.

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Vaccination status workflow

Vaccination update checklist

Step	Action
1	Open pet profile and click Vaccinations tab
2	Enter expiration date for each tracked vaccine
3	Upload photo of records to Documents tab
4	Verify color status updates correctly
5	Contact owner if yellow or red status