17.3. Changing Owners

The change owner tool is used when an animal once belonging to one person now belongs to another.

When to use Change Owner

Changing the owner of the animal will not move any scheduled appointments to the new owner’s profile. Appointments remain under the owner that scheduled them. Changing the owner is appropriate when an animal has previously come into the clinic, but the animal needs to move to a new owner. For example, Shelly was brought in for her spay appointment by the shelter and was later adopted. To make new appointments under the correct owner for Shelly, you will use the change owner tool.

If an animal is under the incorrect owner and has a pending appointment coming up, you will need to delete and recreate that appointment under the correct owner.

How to Change Owner

1. Find the animal by using quick search or regular search.
2. From Animals tab, on the animal line item, select the Action button.
3. Then select the Change Owner button.
   
   Change Owner
4. You will be presented with the following menu of options. Here select Existing Public Client, Existing Volume Client, or New Public Client and follow the steps.
   
   Changing owner type or searching for an existing owner