> For the complete documentation index, see [llms.txt](https://gopet-ai.gitbook.io/help/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://gopet-ai.gitbook.io/help/crm.md).

# CRM

## 📇 How to Use CRM – Pet Family Manager in GoPet AI

GoPet AI's CRM lets you manage your customers and their pets, all in one place. You can:

✅ Add new pet parents\
✅ Add or edit pets\
✅ View medical & care records\
✅ Track visits and engagement

📍 Visit: <https://www.gopetai.com/dashboard/crm>

<figure><img src="/files/0uRY03DKiwfLfasWbPf3" alt=""><figcaption></figcaption></figure>

***

### 🏡 Pet Family Manager Overview

When you enter the CRM dashboard, you’ll see:

* 🔍 **Search Bar** – Look up by pet name, parent name, email, or phone
* 🧑‍🤝‍🧑 **Pet Families List** – All your existing customers
* ➕ **Add New Family** – Create a new pet parent profile
* 📥 **Import** – Bulk import pet families from a file (coming soon)

***

### 👨‍👩‍👧 Step-by-Step: Add a New Pet Parent

Click **“Add New Family”**, then fill in:

#### 👤 Basic Info:

* **First Name & Last Name**
* **Email** (optional but helps for reminders)
* **Mobile Phone Number**

✅ Example:

```
Name: John Smith  
Email: john.smith@example.com  
Phone: +60 123456789
```

Click **“Create Pet Parent”** to save!

<figure><img src="/files/8rLwJI130b1QWUWDdfFR" alt=""><figcaption></figcaption></figure>

<div><figure><img src="/files/2P8yqXT8vIc0SWqN12Tf" alt=""><figcaption></figcaption></figure> <figure><img src="/files/DlogpJu6LdXMg0KVpo5W" alt=""><figcaption></figcaption></figure> <figure><img src="/files/SWcWxiKW97V3qNpuzNXJ" alt=""><figcaption></figcaption></figure> <figure><img src="/files/VCYDO9G8g8ilIPVf9HOm" alt=""><figcaption></figcaption></figure></div>

***

### 🐾 Add a New Pet to a Pet Parent

Once you’ve created a new pet parent, you can add their furkid:

1. Click **“Add Pet”**
2. Fill in pet details:

#### 🐕 Pet Info:

* **Pet Name**
* **Pet Type**: Dog, Cat, or Others
* **Gender**
* **Birth Date** (dd/mm/yyyy)
* **Breed**
* **Weight** (in lbs or kg)
* **Color(s)** – Tick from preset list (e.g. White, Brown, Spotted)
* **Microchip Number** (if available)

Click **“Add Pet”** to save 🎉

<figure><img src="/files/gu48CZzzahBOXMiObX6h" alt=""><figcaption></figcaption></figure>

***

### ✏️ Edit Pet Profile

To view or update an existing pet’s details:

* Click on the pet’s name (e.g. **Hype**) from the family list
* You’ll see full profile sections:

#### 🩺 Pet Profile Tabs:

* **Basic Info** – Edit name, age, breed, weight, etc.
* **Medical** – Add vet records, vaccine info
* **Notes** – Add general notes or alerts
* **Behavior** – Mention temperament or handling needs
* **Feeding** – Add dietary instructions or allergies

<figure><img src="/files/cBazfBRreVpePeHup9ee" alt=""><figcaption></figcaption></figure>

***

### 🔁 CRM Tips

* 📅 Track last visit to know returning customers
* 📍 Add emergency contact & address info for better service
* 🧾 Use pet profiles during appointment booking & invoicing
* 🐕 Great for grooming & boarding businesses to keep detailed pet care history!