Manage Dogs

When To Use This#

Use this article when staff need the Dogs page to find dog records, review readiness, documents, vaccinations, bookings, notes, attendance, and linked family context.

Before You Start#

• Sign in to the business app and confirm you are in the correct business account.
• Use the Dogs page for the full dog record. Use the Schedule page when the task is a day-of attendance action.
• Confirm the staff member is allowed to update dog details, readiness, or notes before saving changes.
• Follow approved business policy before changing lifecycle status, readiness state, medical notes, behavior notes, gear notes, or service eligibility.

Dogs Page Overview#

The Dogs page is the business directory for dog records. It helps staff find a dog, open the dog side sheet, and move to the family, documents, messages, bookings, or schedule context when another page owns the follow-up.

Start with the summary cards for total dogs, current records, compliance pending, and documents to review. Treat those cards as triage signals, not as policy decisions.

Search And Dog Cards#

Search by dog name, family display name, breed, check-in code, program summary, primary contact, document file name, or document type when a dog is not visible.

Open a dog card to review the photo or placeholder, lifecycle status, document and compliance status, vaccination status, onboarding label, check-in code, family link, documents link, and family message link.

Dog Side Sheet#

Use the dog side sheet for deeper context before changing anything. It can show vaccination records, source documents, reservations, guardians, authorized pickups, emergency contacts, attendance history, activity feed, and recent family messages.

If the dog needs day-of attendance work, use the Schedule page instead. Review a Dog From the Schedule explains that workflow.

Readiness, Documents, And Messages#

Readiness, compliance, vaccination, and document chips help staff decide what to review next. They do not define business policy by themselves.

Use View Family, View Documents, or Message Family when the dog record points to follow-up that belongs in those pages. Keep document, medical, vaccine, behavior, and customer-contact details limited to the records needed for the current task.

Edit Dog Details#

Staff with the right access may update editable fields such as name, lifecycle status, readiness state, breed, sex, birthdate, check-in code, medical notes, behavior notes, and gear notes.

Save the dog record and confirm the success notice. The Dogs page should keep the search and selected dog context when possible.

When Dog Controls Are Missing#

• If the dog list is empty, confirm the business has dog records and clear the search.
• If search has no results, try dog name, family name, breed, contact, check-in code, program, or document terms.
• If the side sheet keeps loading or fails, close it, reopen the dog card, and confirm the dog still has linked family context.
• If edit actions are missing or save returns an access error, ask an owner or admin to review dog-record access on the Access page. See Manage Access and Invites.
• If saving fails, confirm the dog name is present and correct any visible validation message.
• If document, vaccination, or readiness status is unclear, open the linked documents before changing readiness or operational status.
• If there are no reservations, attendance records, documents, or messages, treat the section as no current history unless another page shows conflicting information.
• If lifecycle status, inactive status, archive behavior, or deletion policy is unclear, follow approved business policy instead of guessing.