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Clients, pets and the Vault

Where client and pet records live, and what the secure Vault is for.

Updated Jun 21, 2026

Clients are the people you work for, pets belong to a client, and the Vault is where you keep the sensitive details safe.

Clients and pets

A client is a pet owner (or household). Each client can have one or more pets, and every booking, invoice and report card hangs off that record, so a client's whole history sits in one place.

The Care Card

Each pet has a Care Card: the at-a-glance summary your team needs on the job, including breed, age, feeding, medication and any behaviour notes.

The Vault

The Vault is secure storage for the details you don't want lying around: vet contacts, medication, home-access codes and vaccination documents. It stays locked down and is shown only where it's needed.

Add a pet's vaccination records to the Vault so expiry reminders can warn you before they lapse.
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Clients, pets and the Vault, Pupline