Service Profile

Modified on Wed, 2 Jul at 9:28 AM

Service Profile Overview

The Service Profile section of the software is designed to store important notes about a pet that are specific to particular services. This feature allows you to create customized question areas for your staff to complete during check-in or service processing.

Training Video:
Service Profile Setup – Loom Video

Purpose

Notes entered in the Service Profile are visible under the pet’s profile in the “Service Profile” notes section.
These notes are editable and intended for staple, key information about the pet, not as running notes or logs for ongoing communication with the pet owner.

Where Service Profile Notes Appear

Once you’ve created your Service Profile setup (by service), you’ll be able to view and access these notes in multiple places within the system:

Check-In Prompt
- If no Service Profile details have been filled in yet, the system will prompt staff at check-in to complete the information if the Prompt if empty at check-in toggle is enabled during service setup.
Confirmed Appointment Report
- This report includes a “Service Profile Note” section. If notes exist, they will appear as clickable links allowing you to view the full details.
Run Card
- All Service Profile questions and notes display at the top under the pet’s profile.
Advanced Calendar (for Staff-Based Services)
- Service Profile notes are shown under the Service Profile section of the calendar view.
Confirmed Appointments Report
- In addition to the report view, there’s a clickable column for Service Profile notes. Clicking the link reveals all stored information.