đPath: Customers & Pets â Select Customer â Open Pet Profile â Three-dot Menu (âŽ) â Transfer Pet
When to Use This Feature
Use Transfer Pet when:
A pet has been added under the wrong customer.
Ownership of the pet has changed.
Family members want the pet linked to a different customer account.
Duplicate customer records need to be consolidated.
Note: Transferring a pet moves it to a new customer profileâit does not delete the pet or its history.
Prerequisites & Restrictions
Before transferring a pet, keep the following in mind:
No Attached Payments: The transfer cannot be completed if there are any payments, paid appointments, or invoices associated with the pet. These must be resolved first.
Existing New Owner: The new owner profile must already exist in your customer database before starting the transfer.
How to Transfer a Pet
Open the Customer Profile
Navigate to Customers & Pets.
Search for and open the customer who currently owns the pet.
Open the customer's profile.
Select the Pet
In the customer profile, locate the Pets section.
Click on the pet you want to transfer.
Start the Transfer
Click the three-dot (âŽ) menu in the top-right corner of the pet profile.
Select Transfer Pet.
Choose the New Owner
A Transfer Pet window will appear.
Search for the customer who will become the new owner.
Select the correct customer from the search results.
Confirm the Transfer
After selecting the new owner:
Review the confirmation message.
Click Transfer to complete the process.
If you no longer wish to continue, click Cancel.
What Happens After the Transfer?
Once the transfer is complete:
The pet is removed from the original owner's profile.
The pet appears under the new owner's account.
Existing pet information and history are retained.
A confirmation notification will appear indicating the transfer was successful.