Once you've added pets to PawPlacer, keep their profiles updated from the compact pet profile. The profile brings together core details, medical events, food schedules, documents, team notes, tasks, tags, and relationships in one place.
Finding Your Pet's Profile
You can quickly access pet profiles in several ways.
From Your Dashboard
- Use dashboard search or the global command menu to find the pet
- Click the pet result to open the profile or preview, depending on where you start
From the Pets Page
- Search or filter the Pets table
- Click any row to preview the pet
- Open the full profile from the preview when you need the full record
Making Updates and Changes
Profile Updates
- Open the pet profile
- Click Edit in the header action area
- Update the fields that need changing
- Save your changes
The profile header also lets pet managers change status, toggle public visibility, open the QR code, and use the actions menu for print, kennel cards, archive, unarchive, custom-template conversion, or delete actions.
Overview Information
The Overview tab shows the pet's visible form fields, temperament, compatibility, bio, intake details, photo gallery, and pet-specific tasks. If your organization uses custom pet profile templates, the visible custom fields appear in the same section structure your team configured.
Adding Notes and Observations
Team notes live in the profile's right rail. Use them for internal observations, temporary instructions, behavior updates, or staff handoff details.
- Find the Team Notes card in the right rail
- Type a note in the composer
- Save the note
- Comment on, edit, or delete notes as needed, depending on your permissions
Notes are internal and do not appear on public pet profiles.
Documents
Pet documents live in the Documents card in the right rail. Use this file manager for intake paperwork, medical files, behavior assessments, adoption paperwork, licenses, reports, or other supporting files.
Documents attached to a pet profile also appear in the central Documents area under entity documents.
Medical Event Management
Use the Medical tab to track past records and upcoming care. The tab includes:
- All combined medical timeline
- Exams
- Vaccines
- Procedures
- Diagnostics
- Rx
- Conditions
- Weight
- Preventatives
- Treatments
Medical records appear as tiles with due, overdue, active, recurring, follow-up, assignee, and document indicators where applicable. Exams, vaccines, and procedures can be marked complete from their tiles.
Task Assignment
Pet-specific tasks appear in the Tasks section on the Overview tab. Create tasks there when the task should automatically link to the current pet.
- Open the pet profile
- Go to the Overview tab
- In Tasks, click Add Task
- Choose the board and fill in the task details
- Save the task
Tasks due today also feed into the pet's Today's Care area.
Food and Supplements
Use the Food tab for food and supplement schedules. Active schedules are counted in the profile highlights rail and can appear in Today's Care when action is due.
Relationships
Use the Relationships tab to manage bonded pets and other linked pet relationships. Bonded pets also appear prominently near the pet's profile description.
AI Matches
When AI matching is enabled and the pet is eligible, the Matches tab shows ranked adopter and foster candidates. Matching is a decision-support tool; staff still make the final placement decision.
Additional Profile Areas
Status and Activity
The right rail shows the current status, status notes, days in care, and recent activity. The activity timeline includes recent status changes, upcoming tasks, and active prescription dates.
For deeper placement history, use the related foster, adopter, adoption, and status records linked elsewhere in PawPlacer.
Public Profile Controls
Manage visibility with the eye icon:
- Toggle between public and private
- Control what potential adopters can see
- Maintain privacy when needed
If the visibility button is disabled, the pet is missing a public requirement such as organization visibility, a public in-care status, or an uploaded photo or video.
Pro Tips
- Update profiles regularly as you learn more about each pet
- Use team notes for internal behavior and care observations
- Keep medical events and prescriptions current so badges, due lists, and Today's Care stay accurate
- Assign tasks for work that needs a clear owner or due date
- Attach supporting documents to the pet or to the specific medical record when possible
- Review relationships and bonded-pet details before foster or adoption placement