The Pet Vaccine Settings allow you to collect required vaccination information from clients and control whether specific vaccines are required for booking. You can customize vaccine requirements by pet type and appointment type (such as grooming, boarding, or daycare).
Set Up Pet Vaccine Settings
You can create new vaccines, edit existing ones, and control whether each vaccine is optional or required.
🖥️ Desktop:
Go to Settings > Clients & Pets
Under the Pet section, select Pet Vaccines
From here, you can:
Add a new vaccine
Edit an existing vaccine
For each vaccine, you can configure:
Applicable pet type (e.g., dog, cat)
Requirement status for scheduling:
Optional – Clients can book without submitting this vaccine
Required – Clients must submit this vaccine before scheduling
Care type restriction (if required) – You can require the vaccine only for specific services type such as:
Grooming
Boarding
Daycare
📱App:
Go to Settings > Clients & Pets
Select Pet Vaccines
From here, you can:
Tap Add to create a new vaccine
Tap on an existing vaccine to edit it
Drag vaccines to reorder the list
How Pet Vaccine Settings Are Used
Your Pet Vaccine Settings control how vaccines appear and are required in online booking, appointments, and client profiles.
Online Booking
Go to Online Booking > Settings > Questions
Select Pet
Add Vaccine as a question
Click Edit on the vaccine question to configure the requirement
You can choose:
A specific vaccine type, or
Based on vaccine settings (recommended)
When using Based on vaccine settings, the system will:
Display the vaccine question based on the setting configured in pet vaccine settings:
Required Vaccine in Pet Vaccine settings
Pet type (Dog, Cat, etc.)
Care type (Boarding, Daycare, Grooming)
Here you can also configure whether:
Expiration date is required
Vaccine documents are required
Business will receive notification to review the new vaccine records provided.
Intake form
Go to Intake Forms > Settings
Edit the form
Add or edit the Vaccine field
Manually select which vaccines are required
⚠️ Important Note:
Currently, Pet Vaccine Settings do not automatically control vaccine requirements on intake forms. You must manually select which vaccines are required for each intake form.
Client Profile
🖥️ Desktop:
Go to Clients & Pets List
Select a Client Profile
Open the Pet section
Under Vaccinations, you will see:
All recorded vaccines
Expiration dates
Uploaded vaccine documents
If Vaccine Notifications are enabled, relevant alerts will also appear in the appointment details.
📱App:
Go to < Clients & pets > on the side menu bar
Select a client
Select a < Pet >
Scroll down and find the Vaccinations section
Here you can manage the vaccine expiration date and relevant document
Choose to turn on the < Expiry notification > toggle
Appointment
Vaccines are displayed in appointments based only on the pet type and care type rules defined in your Pet Vaccine Settings.
For example:
If Parvovirus is set as required only for Boarding and Daycare, and the pet does not have a valid vaccine record on file:
A missing vaccine indicator will appear on Boarding and Daycare appointments
The indicator will not appear on Grooming appointments
If Vaccine Notifications are toggled off in the pet profile under the Vaccinations section, the vaccine icon will no longer display:
On the appointment
On the appointment card in the calendar
Vaccine Syringe Indicator Colors
The vaccine syringe icon uses different colors to help you quickly understand a pet’s vaccine status:
🔴 Red
Displayed when at least one required vaccine is missing or expired.🟡 Yellow
Displayed when no vaccines are missing or expired, but one or more vaccines will expire within the next 30 days.🟢 Green
Displayed when all required vaccines are up to date, with no missing, expired, or soon-to-expire vaccines.
Appointment Detail Drawer
In the Appointment Detail drawer, you can hover over the vaccine icon next to the pet’s name to view:
Which vaccines are missing
Which vaccines are expired
Which vaccines are recorded with the expiration date
This display follows your configured Pet Vaccine Settings.
Grooming Calendar
On the Grooming Calendar, hover over the vaccine icon on the appointment card to see details about:
Missing vaccines
Expired vaccines
Boarding & Daycare Lodging Calendar & Home view
On both the Lodging Calendar and the Home View for Boarding & Daycare, hover over the vaccine icon on the appointment card, or next to the pet name to view:
Missing vaccines
Expired vaccines
