Merging Pets

If a profile contains duplicate pets, you can consolidate the duplicate accounts from the main client's profile. In this article, we will walk through the process of merging pets.

Things to know:

• Merging pets is a permanent decision and cannot be reversed
• By default, appointment history, memberships, and packages are retained  
• You can determine which first name, last name, gender, date of birth, notes, and pet breed to keep
• If only one pet is on the account, the merge option will not be displayed  

To merge a pet:

1. Go to the Clients tab
2. Search for the primary client
3. Open the client's profile
4. Expand the "All Pets" menu in the top right 
5. Click on the Merge Pets option
6. From the dropdown menu, choose one of the pets you want to merge
7. Select the Next button 
8. Choose which pets you want to merge with the initially selected one
9. Select the Merge Selected button at the bottom right of the page  
10. Select the details that you want to retain 

Once you're satisfied, click Done to finish the merging or select Merge Additional Pets to include more pets in the merge.