PawPlacer
PawPlacer
  • Home
  • Compare
  • Switch to us
  • Security
  • FAQs
  • Documentation
  • About
Sign InDemoStart Free

Calendar

Match Lab

Adding New PetsManaging PetsPet Search and FilteringPet Tasks ManagementPet Photos, Videos and FilesPet NotesPet Public ProfilesAI MatchingBonded Pets ManagementPet Status ManagementPet History Tracking

Managing Pets

Update pet details, care work, placements, files, notes, and public visibility

In this guide

Key sections from this documentation page.

Update Profile DetailsCount the FlockDaily Work

Update Profile Details

  1. Open a pet.
  2. Click Edit in the header.
  3. Update the current standard or custom pet form.
  4. 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.

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 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.

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.

Delete is available to an Owner or Administrator for an eligible in-care pet that is not currently fostered or adopted:

  1. Open the pet's action menu.
  2. Choose Delete and confirm.
  3. 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.

Related

  • Pet History
  • Pet Tasks
  • Pet Notes
  • Pet Status

Keep reading

Move through the documentation in order.

PreviousAdding New PetsNextPet Search and Filtering
PawPlacer

© Copyright 2026 PawPlacer. All Rights Reserved.

Contact
  • Email
  • (929) 491-2700
About
  • About Us
  • Migration Help
  • Funding Philosophy
  • Careers
  • FAQ
  • Blog
  • Changelog
  • Roadmap
Legal
  • Terms of Service
  • Privacy Policy
  • Security
  • Cookie Policy