Notes and warnings

Notes and warnings help staff quickly access important pet and client information across the system while remaining hidden from clients in the Client Portal. Users can create general notes and warnings that apply to all services, module-specific notes and warnings for Boarding, Grooming, Daycare, and Special Services, as well as client warnings, invoice warnings, and unlimited additional notes. These alerts appear throughout the software, including dashboards, schedules, appointment screens, pet and client cards, and various reports. The system uses icons and highlighted warnings to improve visibility, helping staff stay informed about important instructions, concerns, and client preferences during appointments and daily operations.

IMPORTANT:  Notes and warnings are for internal use only and clients cannot see this information in the Client Portal.

General notes/warnings

Pet card, Notes tab.

Here you can add general notes and a general warning.  A general note or warning is information that you want to know for all types of appointments (Boarding, Grooming, Daycare, Special Services).

Module notes/warnings

You can add notes and warnings for each module.  This information will only display if the pet has an appointment for that module.

Note:  This example is Boarding and it works the same way for Grooming, Daycare and Special Services.

Client notes/warnings

You can also add notes and warnings for the client.

There is a general warning and an invoice warning.

Additional Notes

Both clients and pets have the option to add unlimited Additional Notes.  These are notes that depict a separate incident or comment per note.

Where this information displays

Once you have added notes and warnings, the dashboard and schedule views will display icons so you can tell at-a-glance there is important information for this pet/client.

Note:  This example is for Boarding and it works the same for Grooming, Daycare and Special Services.

Dashboard/schedule view

Owner warning


Pet warning

Client note

Pet Note

Boarding (module) warning

Boarding (module) note

Compact/Comfortable views on the Dashboard

General and Boarding (module) specific notes and warnings display when you click to expand the appointment.

The Notes tab will display client notes, pet notes, general warning and Additional Notes.  There will be a load button if there are additional notes to display.

Appointment screen

The top of the screen will display client warning, general warning and Boarding (module) warning.

Boarding (module) note and warnings will also display in distinct fields on the appointment screen.

On the pet/client cards

Warnings are prominently displayed on the pet card.

Client warnings are prominently displayed on the client card.

Digital charting

Pet notes, general warning and instructions (from appointment screen) will display on the Digital charting screen.

Reports

Boarding

General warning, board warning and pet notes will display on the kennel card and run card.

Kennel card

Run card

Grooming

Grooming log

In order for Groom notes to display on this report, they must be included in the Instructions section.  You can copy/paste or click Copy to Instructions button to move them.

Groom card

This report has a separate field for groom notes, so you don’t need to move them to the Instructions field.  It includes general warning, groom warning, and groom notes.

Daycare

Daycare card

The daycare card will show the general warning, daycare warning and pet notes.

Pet warnings report

Every module has a Pet Warnings report.  This report will show all the general warnings and pet warnings for the day.

Note:  This example is for Boarding and it will work the same way for Grooming, Daycare and Special Services.

Click on Reports, Boarding, Pet Warnings.

Invoice warning

The invoice warning displays on the invoice. 

Additional notes on the client card only displays on the client card.





Key Bullet Points

• Notes and warnings are for internal staff use only and are not visible to clients in the Client Portal.
• General notes and warnings can be added on the Pet Card and apply to all appointment types.
• Module-specific notes and warnings can be added for:
• Boarding
• Grooming
• Daycare
• Special Services
• Pets and clients can have unlimited Additional Notes with dates and employee initials.
• Dashboard and schedule screens display icons indicating the presence of notes or warnings.
• Expanded dashboard appointments show:
• General notes and warnings
• Module-specific notes and warnings
• Additional notes
• Appointment screens prominently display:
• Client warnings
• General pet warnings
• Module-specific warnings and notes
• Pet and client cards highlight warnings for quick visibility.
• Reports include relevant notes and warnings:
• Boarding: Kennel cards, run cards, and Pet Warnings reports
• Grooming: Groom logs and groom cards
• Daycare: Daycare cards and Pet Warnings reports
• Pet Warnings Reports are available in each module and list all relevant pet and general warnings for the day.
• Invoice warnings appear directly on invoices to alert staff during billing processes.