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
🏡 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 123456789Click “Create Pet Parent” to save!
🐾 Add a New Pet to a Pet Parent
Once you’ve created a new pet parent, you can add their furkid:
Click “Add Pet”
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 🎉
✏️ 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
🔁 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!
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