Update Profile Details
- Open a pet.
- Click Edit in the header.
- Update the current standard or custom pet form.
- Save.
Use the clickable status chip for a status change. The visibility control, public-link copy button, QR code, and action menu are grouped in the header and profile toolbar.
Daily Work
Open Today for:
- Today's food, prescription, and task care.
- Items needing attention.
- Upcoming events.
- Recent activity.
The metrics above the toolbar provide counts for due care, medications, tasks, weight, documents, and days in care.
Profile and Tasks
The Profile section shows the pet's configured form fields, traits, compatibility, description, intake details, fee, and additional media. Pet-linked Tasks appear below the profile details.
Use Quick log in the right rail to jump directly to a note, task, weight, or photo workflow.
Medical, Food, and Relationships
- Medical contains the complete categorized health record and upcoming care.
- Food manages food and supplement schedules.
- Relationships combines people and placements with pet family relationships. Pet Managers can add a foster, adopter, surrender, donor, bonded companion, parent, offspring, sibling, or litter context from this section.
Documents, Notes, and History
- Documents is the pet's full file manager.
- Notes contains internal Team Notes, comments, and attachments.
- History combines recent and historical activity and supports filtering through the profile search box.
These internal records do not appear on the public pet profile.
Right Rail
The rail summarizes vitals, active care plans, people and bonded pairs, and tags. It is contextual information; the full editable records remain in their profile sections.
Archive or Delete
Archive is a workflow status. Use it when the pet record should remain in normal history but no longer represents an active care case.
Delete is available to an Owner or Administrator for an eligible in-care pet that is not currently fostered or adopted:
- Open the pet's action menu.
- Choose Delete and confirm.
- The pet moves to Deleted Pets and disappears from normal lists and in-care plan counts.
This first action is a soft delete, not immediate permanent erasure. From Pets > Deleted Pets, authorized staff can restore the record within 30 days or permanently delete it. The Deleted Pets workbench also supports bulk restore and permanent deletion. Permanent deletion cannot be undone.
Use the adoption return, foster return or transfer, and status workflows before deleting a pet whose current relationships make Delete unavailable.