Quick Edit Sidebar

1 min. readlast update: 11.03.2026

Sidebar editing makes it easier to manage appointments for multiple pets in the same family from one screen. The dashboard icon shows how many family pets have appointments today, and hovering over it displays their names. Open Quick Edit to update each pet’s Instructions, Notes, and Warnings, then select Save Changes to save your updates and close the screen.

On the dashboard, there will be an icon indicating how many pets of that family have appointments for today.  Hovering over the icon will display the pet names.

Click on the icon to display the Quick Edit screen.  This will allow you to change Instructions, Notes and Warnings for each pet.

Click Save Changes to save and close the screen.


Key Benefits

·       See today’s family appointments at a glance: The dashboard icon shows how many pets in the family have appointments today.

·       Identify pets quickly: Hover over the icon to view their names.

·       Reduce navigation: Update multiple pets’ appointment details from one Quick Edit screen.

·       Keep care details specific to each pet: Edit Instructions, Notes, and Warnings individually.

·       Finish in one step: Save Changes saves your updates and closes the screen.

Was this article helpful?