Changing Associated Pet on Existing Memberships

Modified on Wed, 8 Jan at 2:59 PM

Pets linked to an existing membership can be switched to another pet. This article will provide step-by-step instructions on how to change the associated pet for an existing membership.


Things to Know:

  • If a membership was purchased for Pet A and a membership item credit was used for an appointment for Pet A:
    • Changing the owner of the membership to Pet B will not affect historical data.
    • Reports will still show that the membership credit was used.
    • The appointment for Pet A will still display the "Available in Membership" label.


To change the associated pet for an existing membership:


  1. Navigate to the Clients tab
  2. Open the client's profile
  3. Scroll down to the membership section
  4. Expand the membership
  5. Select the Edit Membership button                                                                                                                        
  6. Select the dropdown menu next to Membership Owner                                                                                      
  7. Select the associated pet from the list and save 


Once saved, the membership can only be used by the new pet selected. 

 

For more information, contact support@mytime.com

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