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Share the parent link with a customer (and reset it)

Copy a customer's private link, preview it as the parent, send it on WhatsApp, and issue a fresh link if the old one reached the wrong person.

Updated 2026-10-03

Every customer has one private link. It usually reaches them inside your automatic WhatsApp alerts, but you can also hand it over yourself from the customer's profile.

Who can do this: anyone with "View customers & pets" can copy, open and send the link. By default that's every role. Only an Owner, Admin or Manager can reset it.

Find the Parent link card

  1. 1Open /app/customers and click the customer.
  2. 2Stay on the Overview tab.
  3. 3The Parent link card is on the right, under the wallet and loyalty numbers. On a phone it's below the notes.

Share the link

  • Copy link puts the link on your clipboard, so you can paste it into an email or SMS.
  • Open as parent opens the page in a new tab, exactly as the customer sees it. Use it to check what they'll see before you send it.
  • Send on WhatsApp opens WhatsApp with a friendly message and the link already typed in. Press send in WhatsApp. The message is recorded on the customer's Messages tab as "parent link".

Send on WhatsApp only appears when the customer has a phone number. If it's missing, click Edit at the top of the profile and add one.

Reset the link

Reset the link when it was sent to the wrong number, or when a customer asks you to cut off someone who has it.

  1. 1On the Parent link card, click Reset link.
  2. 2Read the warning in the Reset parent link? box. The old link stops working straight away, including in every WhatsApp message already sent.
  3. 3Click Reset link to confirm, or Keep current link to back out.
  4. 4Send the customer the new link with Send on WhatsApp or Copy link.
Resetting can't be undone. The customer loses access until they have the new link.

Good to know

  • One link covers all of the customer's pets and bookings. You never need one link per pet.
  • Anyone who has the link can see that customer's pets, bookings and invoices, so share it only with the customer.
  • The link itself is never printed on the profile. Use the buttons.
  • Later automatic alerts carry the new link by themselves after a reset.
  • See What pet parents see on their link for a tour of the page.