Add Owner

Here’s a step-by-step guide to registering a new pet owner in the PetMatrix system. First, you’ll need to create an owner profile, and then you can start adding their pets.

Navigating to the Add Owner Screen

• From the main navigation menu on the left, click on Registration.
• A sub-menu will expand. Click on Add Owner.
• You will now see the “Add Owner” form.

Filling Out the Owner Information Form

The form is divided into several sections. Fields marked with an asterisk (*) are mandatory.

Owner’s Personal Details

This section captures the owner’s basic contact and identification information.

• First Name*: Enter the owner’s first name.
• Last Name*: Enter the owner’s last name.
• Telephone (Primary)*: Enter the owner’s primary contact phone number. This is a required field for communication.
• Telephone (Secondary): Enter an alternative phone number, if available.
• Email: Enter the owner’s email address. This is useful for sending digital receipts, reminders, and communications.
• Passport/ID: Enter the owner’s national ID or passport number.
• Line ID: Enter the owner’s ID for the LINE messaging app, a common contact method.

Address Information

The form includes two sections for addresses.

• Current Address: This is the owner’s current place of residence.
  • Current Address: Type the street name and number.
  • Country, Province, District, Sub District: Select the appropriate options from the dropdown menus.
  • Zip Code: Enter the postal code.
• Address on NID: This is the official address as registered on the owner’s National ID card. Fill this out if it differs from the current address. The fields are the same as in the “Current Address” section.

Notes and Profile Image

This section is for adding important notes and a photo of the owner.

• Critical Note: Use this field for any urgent information that staff should see immediately when accessing the owner’s profile (e.g., “VIP Client,” “Has outstanding balance,” “Allergic to specific medication”).
• Remarks: Use this field for general, non-critical information about the owner.
• Upload Image / Webcam:
  • Click Upload Image to select a photo file from your computer.
  • Click the Webcam button to capture a new photo directly using your computer’s camera.

Saving the Owner Profile

Once you have entered all the necessary information, review it for accuracy.

• Click the Save button at the bottom right of the screen to create the new owner profile.
• If you need to discard the information and start over, click the Cancel button.