Keeping detailed and up-to-date records for clients is an important aspect of every pet service business. Time To Pet provides a standard set of fields that you can use to collect and store client and pet information. You can also fully customize all of the information collected about your Clients and their Pets by creating and modifying these fields.

You can toggle back and forth between the Client and Pet Field forms by clicking on the corresponding tabs:
​

A group is simply a visual "grouping" of custom fields. Each section can have any number of groups. Use the grouping option to cluster together a set of related fields, such as questions about a pet's health or feeding instructions.

You can add a new group, edit the group title, add a new field to the group, delete the group, and rearrange the order of the groups to suit the needs of your Facility. Each field also has its own row in each group for easy management. For more information on customizing your Client and Pet Fields, see the Customizing Fields section below.

To access the settings for your groupings, click Configure Groups at the top of either the Client Fields or Pet Fields tab:

​

To create a new group, click the Add Group button:
​

A new group with no fields and a default title of New Group will be created at the bottom of the page:

To delete an existing group, click Edit to the right of the group name. Then, click Delete Group:

Deleting a group does not remove the fields within it. If you remove a group that has fields inside of it, you'll be prompted to choose which group you want to move those fields to:

​

Group titles are visible to Clients, Admin, and Staff. To change the group’s title, click Edit next to the group name you'd like to update. A text box will appear in place of the title. Use this to edit the title of the group:

​

To save your changes, click the blue Save Changes button. To go back without saving your changes, click the Cancel button.

To change the order of a group, click and drag the four-way arrow button to the left of the group you want to move, and then drop it in the order you prefer:

To add a new field to a group, scroll to the group’s header row (where the group’s title is) from the Client Fields or Pet Fields tab. Click on New Field or Add First Field if no fields have been moved to the group:

The field creation options will appear, and you can specify the details of your new custom field:

Client and Pet Fields are used to collect specific information about the clients who use your business for their pet care services. For example, you might have one field for the client’s name, one for their phone number, and one for their email address. You may also wish to collect additional information on a pet's feeding routine, emergency contact information, and more. Whatever you need to care for their pet and ensure you and your team are set up for success, you can accomplish with our custom Client and Pet Fields!
​

You can even customize most of the default fields that come pre-installed with Time To Pet, and you have many customization options for each field.

This is the title or question entered for your Client or Pet Field that both clients and staff members see preceding the text field or area they are given to provide the information requested of them. Some examples of field names might be Email Address or How does your pet get along with other dogs?

Renaming a field is similar to changing a group’s name. From the Client Fields or Pet Fields section of your Dashboard, click Edit next to the field name you want to adjust and type in its new name. Be sure to save your changes when you're done!

​

There are three field types: Text Box, Text Area, and Yes/No. Certain aspects of each type can be configured:

Text Box - Useful for collecting shorter pieces of text, such as a client's or pet's name

Text Area - For collecting larger pieces of text, such as a pet's medical history

Yes/No - For collecting simple yes or no answers

​

Custom fields can be configured so that they are hidden from the client or are visible but not editable by the client. To show a field but not let it be edited, uncheck Client Editable. To hide a field from clients, uncheck Client Visible.
​

Fields can also be set as required by checking the Required option. You can even prevent clients from submitting service requests if they are missing the required fields in their profile. See Portal Settings > Force Required Fields for more information.
​

Fields can also be hidden from team members with the Staff or Trainee role (See more in our guide on Staff Member Access). To hide a field from a staff member, uncheck Staff Visible.

When the Customer Segment option is checked, this field will be made available in the Reporting > Financial > Revenue section of your Admin Dashboard for segmenting your reports. Only text boxes can be marked as a Customer Segment.

You can edit the Preview Text and the Field Size for the Text Box and Text Area fields. Preview Text is the hint that is shown when no value is entered.

Yes/No fields can use custom values instead of just "yes" and "no," so your clients can choose between two custom answers. To modify these options, click Edit on any Yes/No field and input the values into the available fields.
​

​

When using both our In-Home and Facility platforms, you can customize which Client and Pet fields are visible in each software when editing or creating a Custom Client or Pet Field. Just check Part Of Facility and/or Part Of In-Home to configure which sides of your business the field will appear in:

To delete a custom field, simply click Edit on that field from the Client Fields or Pet Fields section of your Admin Dashboard, and then select the Delete Field button:

Custom fields can be re-ordered in a way that is similar to how you can reorder your custom field groupings. To re-order custom fields within a grouping, click on the four-way arrow to the left of the field’s row to drag and drop the field up or down. If you'd like, you can even drag and drop a field from one group to another!