📝 Overview

DaySmart Pet allows you to manage vaccination requirements, maintain accurate pet medical records, and ensure pets meet service eligibility guidelines. From setting up required vaccines to recording and updating pet vaccination details, this guide walks through how to manage vaccinations across both Web and Mobile.

✏️ Master Vaccinations

Use the Master Vaccination list to create, edit, require, archive, or reactivate vaccinations used by your business.

⚠️ Please Note:
You must use the Cloud website to set up and configure the Master Vaccination List. This feature is not available in the mobile app

Click the arrow to learn how to manage vaccinations on the website

Navigate to More, then Vaccinations.
Click the + button to add a new vaccination, or select an existing vaccination to edit.
Enter or update the vaccination name.
Select the applicable species.
- Once a vaccination is created and assigned to a species, the species selection cannot be edited. If the wrong species was selected, you’ll need to delete (or archive) the vaccination and recreate it with the correct species.
Optionally, check This Vaccination is Required.
If vaccine required, select the services that require the vaccination.
- You can select a service category if you’d like all services within that category to require the vaccination, or you can choose specific individual services instead.
Click Save.

To archive a vaccination:

Select the vaccination.
Choose Archive (available if linked to pet records).

To reactivate:

Switch to the Archived view.
Click Activate next to the vaccination.

💉 Record Vaccinations

Enter vaccine details and expiration dates from the pet’s profile, and attach documents as proof if needed.

🖥️ Website

Click the arrow to learn how to record vaccinations on the website

Click Clients/Pets at the top of the page.
Create a New Client by selecting the plus button on the bottom right corner, or select an existing client.
Select the Pet Info tab.
Under the Medical Information section, check each Vaccine the pet has received.
Set the Expiration date.
(Optional) Click + Add Document to attach proof, then choose the file.
Repeat for any additional vaccines.
Click Save.

📱 Mobile App

Click the arrow to learn how to record vaccinations in the mobile app

Tap More in the bottom right of your screen
Tap Pets.
Select the pet, then tap Edit.
Open the Medical tab and tap Add a Vaccination.
Select the Vaccine
Set the Expires date.
(Optional) Tap + Add a Document to attach proof.
Repeat as needed, then tap Save.

🗓️ Update Vaccinations from the Appointment Book

If a required vaccination is missing or expired, an alert will appear on the appointment.

🖥️ Website

Click the arrow to learn how to update vaccinations on the website

Open the appointment displaying the vaccination alert.
Click Update next to the alert notification.
Select the vaccinations the pet has received.
Enter updated expiration dates.
Attach documentation if needed using + Add Document.
Click Update Vaccinations, then Save.

📱 Mobile App

Click the arrow to learn how to update vaccinations on the mobile app

When you are editing a scheduled appointment or checking out a client, this pop-up message will appear if vaccines need updating

To update vaccines, follow the Mobile App instructions under the Record Vaccinations section above

❓ FAQs

Find answers to common questions or additional details that may not be covered in the main instructions.

Click the arrow to view frequently asked questions