Understand a customer profile

Click any name in Customers & pets to open their profile at /app/customers/<id>. Everything you know about that pet parent is collected here.

Who can do this: anyone with View customers & pets (every default role). Editing needs Create / edit customers & pets.

The header

The header shows the customer's name, phone, email and tags, plus a few quick actions:

• Call opens your phone dialler (only shown if a phone number is saved).
• WhatsApp opens a WhatsApp chat with that number in a new tab.
• Edit opens the same form you used to create them, with Save changes at the bottom.

The tabs

1. 1Overview: a Contact card (phone, email, address, home branch, source, WhatsApp updates shown as Opted in or Opted out, customer since, tags), their Notes, the Wallet balance and Loyalty points tiles, the Parent link card, and a short list of their pets.
2. 2Pets: one card per pet with photo, breed, age and sex. Click a card to open the pet profile, or click Add pet. Pets marked as having crossed the rainbow bridge are faded.
3. 3Bookings: their last 100 bookings with When, Service, Pet, Staff, Status and Estimate. Click a date to open that booking on the calendar.
4. 4Invoices: their last 100 invoices. The header shows the outstanding total, or "All settled". Click an invoice number to open it.
5. 5Wallet: the balance and every credit and wallet payment, plus the loyalty points balance and its history (managers can Adjust points). See Customer wallet and loyalty points.
6. 6Agreements: signed consent forms with the exact text that was signed, plus a Record signature button. See Service agreements and signatures.
7. 7Messages: the WhatsApp, SMS and email notifications sent to this customer, each with its status. If a message failed, the error appears under it. Automatic alerts and messages you sent by hand are both listed.

The Parent link card

Every customer has one private link to a page showing their bookings, live updates, photos, report cards, vaccinations, packages and invoices. It needs no app and no password. The Parent link card on the Overview tab is where you hand it over:

• Copy link copies it for an email or SMS.
• Open as parent shows the page exactly as the customer sees it.
• Send on WhatsApp opens WhatsApp with a short message and the link. It only appears when the customer has a phone number.
• Reset link (Owner, Admin and Manager) issues a new link. The old one stops working straight away.

See share the parent link with a customer and what pet parents see on their link.

Good to know

• The Bookings, Invoices and Messages tabs show the most recent 100 entries.
• To stop automated WhatsApp messages for a customer, click Edit, untick Send WhatsApp confirmations & reminders, then click Save changes. Nothing is queued for them after that, and their profile shows WhatsApp updates: Opted out. See automatic alerts.
• The parent link usually reaches customers inside your automatic alerts, so most of them already have it.
• Deleting a customer also removes their pets, vaccinations and notes. Only Owners, Admins and Managers can delete, and only customers who have no bookings or invoices. Other roles don't see the Delete customer section at all.