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Clients & animals

Manage clients and animals

Create connected client and animal records, avoid duplicates, and keep contact, profile, health, file, and communication data organized.

Know what belongs in each record

  • A client record stores contact details, additional information, and an emergency contact.
  • An animal record belongs to a client and stores identity, species, size, profile details, photo, vaccinations, and deworming records.
  • Keep one client record for an owner with multiple animals instead of creating the owner again for each animal.

Add a client

  1. Open Clients and choose Add client.
  2. Complete the Contact, Details, and Emergency tabs as needed, then save.
  3. If AnimalAdmin finds a possible duplicate, review the candidates and open the existing record when it represents the same person.

Add an animal

  1. Open Animals and choose Add animal, then select its client. You can create the client from the animal form if the owner is not listed yet.
  2. Complete the profile and details, add an optional photo, and record the available vaccination or deworming history.
  3. Review any possible duplicate before creating another record for the same animal.

Use the records during daily work

Open a client profile to see connected animals, boarding and daycare history, files, and communication. Use list search and filters to find records; list exports are available from the additional actions menu.