Update Profile Details
- Open a pet.
- Click Edit in the header.
- Update the current standard or custom pet form.
- Save.
Saving sends only the answers you changed. Details a teammate saved while your edit page was open, such as tags, photos, or other answers, are kept; if you both changed the same answer, the later save wins.
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.
For optional Yes/No fields, including the standard spay/neuter field, choose Clear selection to return an answer to blank, then save the pet. Choose the other answer to switch between Yes and No. A required Yes/No field must keep an answer.
Count the Flock
On a pet named Dolly, Count the flock opens an optional tool that looks for possible duplicate pet records. It is a playful reference to Dolly the sheep, not a question about how many goats or other animals you have. You can ignore it when adding or editing an animal.
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 Placements
- Medical contains the complete categorized health record and upcoming care.
- Food manages food and supplement schedules.
- Placements groups fosters, adopters, surrenders, and donors. Pet Managers can add a connected person here.
- Pet Family on the Profile tab manages bonded companions, parents, offspring, siblings, and litter context.
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.
Duplicate a Pet
Pet Managers can open an eligible pet's action menu and choose Duplicate to create between 1 and 12 related records. This is useful for litters or intakes that share most profile details.
The dialog provides a name and optional custom ID for each new pet. It can number the names, copy the color, copy photos, keep the duplicates in the same litter, or create a new litter. You can also open the first created pet when the operation finishes.
PawPlacer copies reusable profile and form values but resets lifecycle-specific identity and placement data. Each duplicate receives its own ID; microchip, adoption/outcome details, status notes and timestamps, adopter, and prior litter relationships are not copied. Review every new profile before treating it as complete.
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. Archived pets are left out of the Outcomes, Length of Stay, and custom reports.
Delete is available to Pet Managers 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. The confirmation message has a View deleted pets link that opens the Deleted Pets list.
This first action is a soft delete, not immediate permanent erasure. From Pets > More filters > Deleted Pets, Pet Managers can restore the record within 30 days, and only an Owner or Administrator can permanently delete it. The Deleted Pets workbench also supports bulk restore and, for Owners and Administrators, bulk permanent deletion. Permanent deletion cannot be undone, and pets left in the trash are removed automatically after 30 days. Applications that named a permanently deleted pet keep the copy of it saved with the application.
If a pet's custom ID or microchip is now used by another pet (or by another pet in the same restore), the restore stops and nothing selected is restored. The message names both pets and the identifier; change one of them, or restore the other pets without that one.
Deleting a pet also takes it off adopters' interested, adopted and favourite lists, tasks, and meet and greets, ends its active foster placement, and cancels any pending adoption checkout for it. Restoring the pet puts those links back and reopens the placement when the foster can still take the pet. A link to an adopter, task, or meeting that was deleted in the meantime is skipped, a meet and greet moved to another pet stays there, and cancelled checkouts stay cancelled.
Use the adoption return, foster return or transfer, and status workflows before deleting a pet whose current relationships make Delete unavailable.