> 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="https://1710124775-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6NhtKhlEoqVU2tny1HuL%2Fuploads%2F140YLTFFobn8e17LMuvu%2FScreenshot%202025-07-28%20at%2010.43.48%E2%80%AFAM.png?alt=media&amp;token=e6a40ac4-2ae2-4bd5-9713-f46836abfd9d" 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="https://1710124775-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6NhtKhlEoqVU2tny1HuL%2Fuploads%2FPP3TYeOhcCnLN25n9NMw%2FScreenshot%202025-07-28%20at%2010.40.39%E2%80%AFAM.png?alt=media&amp;token=87cb98ab-7a91-4ea0-85be-9f7038466e2a" alt=""><figcaption></figcaption></figure>

<div><figure><img src="https://1710124775-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6NhtKhlEoqVU2tny1HuL%2Fuploads%2FNznxXCOA3elIJRNwtJYw%2FScreenshot%202025-07-28%20at%2010.40.49%E2%80%AFAM.png?alt=media&amp;token=60da5fa4-33da-4595-8315-0a8a7b852c4b" alt=""><figcaption></figcaption></figure> <figure><img src="https://1710124775-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6NhtKhlEoqVU2tny1HuL%2Fuploads%2FpBMurQgBeIxJQVCJNTlc%2FScreenshot%202025-07-28%20at%2010.40.55%E2%80%AFAM.png?alt=media&amp;token=a60f1a64-ff2b-4271-aee6-14245af9fe0a" alt=""><figcaption></figcaption></figure> <figure><img src="https://1710124775-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6NhtKhlEoqVU2tny1HuL%2Fuploads%2F8nSGoQfesc6vf3j4ZX8j%2FScreenshot%202025-07-28%20at%2010.41.06%E2%80%AFAM.png?alt=media&amp;token=b1c31b02-2fdc-41fd-ae03-5bf9a6019787" alt=""><figcaption></figcaption></figure> <figure><img src="https://1710124775-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6NhtKhlEoqVU2tny1HuL%2Fuploads%2FsRQSONllVw5ULRwpw5PM%2FScreenshot%202025-07-28%20at%2010.41.16%E2%80%AFAM.png?alt=media&amp;token=8b7c8501-8a67-484d-9476-b93ab7617a1a" 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="https://1710124775-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6NhtKhlEoqVU2tny1HuL%2Fuploads%2F3ghTQfnyDg896tPWzQnK%2FScreenshot%202025-07-28%20at%2010.46.46%E2%80%AFAM.png?alt=media&amp;token=487ff2ae-0fd6-4ea2-be50-c51715d3556a" 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="https://1710124775-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6NhtKhlEoqVU2tny1HuL%2Fuploads%2FESqybZEPC50aofyRvgrS%2FScreenshot%202025-07-28%20at%2010.42.18%E2%80%AFAM.png?alt=media&amp;token=c1244747-6e54-459b-862d-7e414e48443a" 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!