What are Pet Owner Profiles?
Pet Owner Profiles on Goose as a comprehensive database of all pet owners who utilize your services. These profiles centralize crucial information about the pet owner, ensuring seamless communication, billing, and service customization.
How to Use Pet Owner Profiles?
Navigating to Owner Profiles:
Go to the Customer section from the Left Navigation Menu.
Here, you'll find the Pet Owner component.
Search for Pet Owners by Last Name, First Name, Pet First Name, or Phone Number
Understanding Profile Components:
Personal Details: This includes the owner's Name, phone, email, and address.
Global Veterinarian: Information about the primary veterinarian associated with the owner's pets.
Tags and Alert Notes: These are business-facing fields that allow you to categorize or flag specific owners for internal reference.
Notes Section: Here, you can type in timestamped notes about the owner for internal use, ensuring all staff members are informed about specific owner preferences or concerns.
Why and When to Use Pet Owner Profiles?
Centralized Information: The profiles provide a single location to access and manage all owner-related data, ensuring that businesses can quickly retrieve and update information as needed.
Internal Communication: Tags, alert notes, and timestamped notes facilitate internal communication, ensuring that all staff members are informed about specific owner requirements or concerns.