Add another dog for an owner

SOP GRM-04 · Groomer manual

1 Purpose

Add a second (or third) dog to an owner who is already on file, so the owner’s contact details are entered only once.

2 Applies to

Every groomer, when an existing client brings a dog the shop has not seen before.

3 Before you begin

  • You are signed in to your profile.
  • One of the owner’s dogs is already on file.

4 Procedure

  1. Find one of the owner’s dogs on the Check-in screen and click it. See GRM-02 Check in a dog, steps 2 to 4. The dog’s card opens.
  2. Click ▸ More details: vaccinations, last visit, contact near the bottom of the dog’s card. The details open.
  3. In the Last visit box, click + Add another dog for the owner’s first name. The Another dog for form opens, with the owner’s name. The owner’s details are already filled in and are not shown.
  4. Fill in the Dog box. See GRM-03 Add a new client, steps 5 to 9.
  5. Click Save and add paperwork. The Paperwork for form opens.
  6. Add the dog’s paperwork, or click No paperwork today. See GRM-03 Add a new client, steps 11 and 12.

5 Result

The new dog appears in the list on the Check-in screen under the same owner. The other dog’s card shows Also brings with the new dog’s name.