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How to Assign a Pet's Playgroup

Three ways to place a pet into a playgroup — from the evaluation appointment, the pet profile, or in bulk from the Playgroup view on busy arrival days.

Written by Marina

🧪 Beta: Playgroup is currently in beta and available by invitation only. Contact your account manager to learn about access.

Once your playgroups are set up, you can assign each pet to the group that fits their size, temperament, or service type. Assignments are saved to the pet's profile and carry forward to all future stays automatically — so you only need to set it once unless something changes.

There are three ways to assign a playgroup. For how to create your groups first, see Set Up Playgroups 👈

Option 1: From the evaluation appointment

Many facilities evaluate dogs before their first stay to determine which group fits them. You can record the playgroup decision directly from the evaluation result — no need to update the pet profile separately afterward.

  1. Open the evaluation appointment.

  2. In the evaluation result section, find the Playgroup field.

  3. Select the appropriate playgroup from the dropdown.

  4. Save the evaluation. The assignment is saved to the pet's profile immediately.

📝 Note: The Playgroup field only appears in evaluation appointments, not in standard boarding or daycare appointments.

Option 2: From the pet profile

You can view or update a pet's playgroup at any time from their profile — useful if a dog's temperament changes and they need to move to a different group.

  1. Go to Customer Center > Clients & Pets.

  2. Open the client record and select the pet.

  3. In the Pet detail tab, find the Playgroup field.

  4. Select or update the playgroup from the dropdown.

  5. Save. The assignment applies to all stays from today onward.

Option 3: Bulk assign from the Playgroup view

On days when multiple new dogs arrive without a playgroup assigned, the Assign ungrouped pets button lets you handle all of them at once — no need to open each profile individually.

  1. Go to Calendar > Playgroup.

  2. Make sure you are in Day View on today or a future date.

  3. Click Assign ungrouped pets in the top-right corner. A panel opens listing every pet with a boarding or daycare appointment that day that hasn't been placed in a playgroup yet.

  4. Select one or more pets, then choose a playgroup from the dropdown.

  5. Click Save. Assignments are saved to each pet's profile and applied to all stays from today onward.

💡 Tip: The Assign ungrouped pets button only appears on today and future dates in Day View. It does not appear on past dates or in Week View — if you can't see it, check that you're in Day View and on today's date or later.

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