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How to find clients and pets in MoeGo Team App

Search the records available to your role and open the client or pet context you need for daily work.

Written by Marina

🔒 Access required: Your business must be enabled for the New Reservation Experience and MoeGo Team App. Using Smarter Invoice alone does not provide access. Contact MoeGo Support to check your company’s eligibility.

The Clients & Pets directory in MoeGo Team App helps staff find a client or pet without returning to a computer.

Use it to search your available records, review client and pet details, and continue to supported daily work.

📝 Note: Search results follow your company, active location, and staff permissions. This directory does not expand the client or pet records you can access.

Find a client or pet

  1. Select Clients & Pets from your navigation. If it is not in the bottom bar, select More.

  2. Select the search field.

  3. Enter a client name, pet name, email address, or phone number.

  4. Select a result to view the client’s details.

  5. Select the relevant pet when you need its care information.

Results include client names, status tags, and associated pets. All client statuses are included by default.

Continue from the client or pet record

Keep Clients & Pets easy to reach

You can move the directory into your bottom navigation from More > Edit. See How to download and sign in to MoeGo Team App for navigation customization.

Limitations

  • The directory does not include a separate Leads list or advanced client filters.

  • Finding a record does not grant permission to edit every part of the profile. Use MoeGo Web for full client and pet management.

  • The appointment shortcut does not add Boarding or Daycare reservation creation to Team App. Use Web for those reservations.

Learn More

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