The Transfer Pet feature allows you to move a pet from one client record to another while keeping historical records intact. This is useful when ownership changes, records were created under the wrong client, or details need correcting.
How to Transfer a Pet
Open the pet record you’d like to move.
Click Edit Pet.
Select the new Transfer button.
Choose the client you’d like to transfer the pet to.
Confirm the transfer.
What Happens During a Transfer
The pet is moved to the new client’s account
Medical history, appointments, and invoices remain linked to the previous owner
No debt or outstanding balance is transferred to the new client
Historical records stay accurate and auditable
This ensures financial records remain correct while allowing the pet to be associated with the right owner going forward.
When to Use This Feature
Ownership changes (e.g. rehoming or sale)
A pet was added to the wrong client account
Client details were duplicated or merged incorrectly
Important Things to Note
The transfer only affects pet ownership going forward
Past invoices and appointments will not move to the new client
Any outstanding balances stay with the original client
If you’re unsure whether a pet should be transferred or whether another approach is more appropriate, feel free to contact Support and we’ll be happy to help!