What are Pet Owner Profiles?
Pet Owner Profiles on Goose are 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 owner last name, pet name, owner first name, phone, or email
Understanding Profile Components
Pet Owner Profiles are organized into three tabs—Details, Associated Contacts, and Purchases—each containing specific sections to help you view and manage owner information efficiently.
🗓 Tip: You can also easily create a new reservation directly from the profile by selecting New… in the top-right corner. Choose from options such as Boarding, Daycare, Meet and Greet, Grooming, or Packages.
Details
Personal Details: Includes the owner's name, phone, email, and address.
Tags & Alerts: Business-facing fields that allow you to categorize or flag specific owners for internal reference.
Service Agreement: Displays the status of the Service Agreement signature. If signed, a time-stamped copy of the document will be available for viewing.
Pets: Navigate to the owner's pet’s profile to view details or add a new pet to the owner’s account.
🐾 Tip: Click the pet’s name to open their profile for more details, or select Add Pet to link a new pet to the owner.
Membership: Shows the status and key details of the owner’s membership, or provides the option to enroll them in one.
📦 Tip: For more information on memberships, click here.
Notes: Allows you to record timestamped notes about the owner for internal reference, helping ensure all staff are aware of specific preferences, instructions, or concerns.
Files: Allows you to upload timestamped files from or for the owner for internal record-keeping.
Package Credit Balance: Displays available package credit details, with options to purchase or comp credits and view full credit history.
📦 Tip: For more information on package credits, click here.
Wallet Balance: Shows available wallet funds, with options to load or comp amounts.
📦 Tip: For more information on wallet balance, click here.
Cards on File: View existing saved cards or add a new card on file.
Associated Contacts
Allows you to add or edit related contacts for the owner, such as emergency contacts, veterinarians, or other authorized individuals.
Purchases
Displays details of the owner’s past, current, and upcoming purchases for easy reference and tracking.
💳 Tip: Use this section to verify upcoming reservations and confirm payment status.
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.