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Adding, updating & deleting pet details

How to add, update and delete pet information.

Written by Kim Phillips
Updated this week

Before you start

Time to complete: ~2 minutes

What you'll need:

  • Pet details (name & date of birth)

  • Policy details (if applicable)

  • Pet parent details (1 or 2 parents)

  • Payment details (optional)

Step-by-step guide

How to add a pet

Step 1: Navigate to the add pets screen

  1. Select 'Pets' in the left hand menu.

  2. Click the '+ Add Pet' button in the top right corner of the screen.

Step 2: Pet details

  1. Add the pet's first name.

  2. Add the pet's last name.

  3. Add the pet's date of birth.

  4. Select if pet is alive or deceased; if deceased, add the date of death.

Step 3: Policy details

  1. Select 'Yes' or 'No' for if the pet has an insurance policy; if yes, enter the policy number.

Step 4: Parent details

  1. Add the parent's first name.

  2. Add the parent's last name.

  3. Enter the parent's address.

Note: Repeat this step for parent 2 if adding more than one pet parent.

Step 5: Card details (optional)

  1. Click '+ Add Details'.

  2. Add the card number.

  3. Add the expiry date.

  4. Add the CVC.

  5. Check the box to confirm consent to save card details for future use.

  6. Click 'Add Pet'.

Note: Repeat this step for parent 2 if adding card details for more than one pet parent.


How to edit pet details

Step 1: Navigate to the pet's details

  1. Select 'Pets' in the left hand menu.

  2. Locate the pet and click on their card to open details.

Step 2: Edit pet details

  1. Click 'Edit' in the top right.

  2. Update any required details.

  3. Click 'Update'.


How to delete pet details

Step 1: Navigate to the pet's details

  1. Select 'Pets' in the left hand menu.

  2. Locate the pet and click on their card to open details.

Step 2: Delete pet details

  1. Click 'Delete Pet' in top right.

  2. Type the pet's name.

  3. Click 'I understand, delete pet'.

Note: This action cannot be reversed. Once confirmed, the pet is permanently deleted.


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