Search and Manage a Customer Profile
The Customer screen is more than a lookup page. It acts as a front office workspace where users search customers on the left and perform patient-level actions on the right.
Understand the Screen Layout
The page is split into two working areas:
- Left: customer list with search and filters
- Right: customer and pet detail workspace
If no customer is selected, the right-side workspace stays empty.
Find a Customer
Step 1. Use the unified search
Search from the upper-left search field with values such as:
- Customer name
- Phone number
- Partial registration information
The search uses a short delay before applying results, so quick typing may feel slightly delayed.
Step 2. Narrow the list with filters
The filter popover can use criteria such as:
- Species
- Breed
- Customers with unpaid bills only
- Customers with aggressive pets only
- Customers with
QUICKregistrations only
Tip: The quick-registration filter is especially useful when the team is cleaning up incomplete profiles.
Step 3. Read operational signals from each row
The list exposes more than names. It also shows:
- Registration date
- Unpaid bill badge
- Aggression badge
- Selection state
Selecting the unpaid bill badge can open the outstanding billing context for that customer.
Select a Pet and Manage the Profile
After a customer is selected, the right-side workspace shows pet cards. Select the pet you want to work on before starting operational actions.
Typical information shown on the pet card:
- Pet name
- HN or internal identifier
- Species, sex, age
- Quick registration flag
- Aggression flag
- Short remark or summary
The selected pet workspace may also show:
- Microchip
- Breed
- Color
- Marks
- Neutering status
- Red flags such as allergy or aggression
- Pet-level notes
Actions Available from the Detail Workspace
Start an appointment
Use Book Appointment to start the booking flow from the selected customer or pet context.
- If a pet is selected, the booking starts for that pet
- If no pet is selected, the booking starts from the customer context
- If extended services are enabled, the user may first choose between medical or service flows
Same-day check-in
Use Check In to move a same-day arrival directly into the operational queue.
This usually includes:
- Optional veterinarian selection
- Weight and memo input
- Immediate OPD-style appointment creation
- Queue transfer into
Arrived
Add another patient
Use Add Patient when the same customer needs another pet record.
Edit customer or pet information
- Edit customer profile
- Edit pet profile
- Delete pet
Warning: Deleting customer or pet information can affect interpretation of past appointments, medical records, and bills. Review whether correction or deactivation is safer than deletion.
Use the Patient Tabs
Below the selected pet, the workspace may show additional tabs such as:
- Physical Assessment
- Growth Analytics
- AI Health Analysis
- Hospitality Timeline
- Gallery
- Purchase History
- Deposit History
Some tabs may remain locked depending on plan level or enabled features.
Practical Operating Tips
- Review red flags and remarks before the visit starts.
- Recheck profile completeness before booking or payment when the pet was created in quick mode.
- Review outstanding bills before creating a new appointment when the customer already has debt.