Manage private pet profiles, dated appointments and tasks, document references, and recorded expenses.
Create a private profile for each pet#
Open Pet Care in your personal workspace. Enter a name and species. Add a birth date, clinic reference or notes only when they help you identify the pet or prepare for care.
Pet Care is available to the personal workspace owner. Profile details and care entries stay in that workspace. You can archive a profile and restore it later with its existing records.
Plan an appointment or care task#
Use a vet appointment or care task to add a title, date and optional notes to the schedule. Add the date you have arranged with the clinic or the date you intend to do the task. Open the pet profile to see planned entries in date order.
Use a document reference for the name, date and storage location of a document you already have, such as a vaccination certificate. The app records a reference. Keep the original in its secure location.
For medication or other treatment, record directions supplied by your veterinary team. Confirm appointments and treatment details directly with the clinic. The app does not book appointments, issue treatment instructions or send reminders.
Review completed care and recorded costs#
Mark a scheduled item complete using the actual completion date. Return an item to the schedule if you marked it complete too early, or cancel it if it will no longer happen. You can add a replacement entry to reschedule a cancelled appointment.
Add an expense with its recorded date, exact decimal amount and three-letter currency code. Totals group active expenses by currency. Void an incorrect expense to exclude it from the totals while keeping it visible, then add the corrected expense. Restore a voided entry if you excluded it by mistake.
Keep the active workspace, actual business requirements and current setup summary in view. A guide explains a choice; it does not make that choice for you.
