1. Identify the source of truth
Export customer and pet records from your current system only with appropriate authorisation. Avoid importing outdated duplicate entries. Keep the source export private.
✳ MIGRATION READINESS
A clear plan for moving your records.
Organise household contacts, pets, future appointments, services and policies into a clean, practical migration checklist.
SHORT ANSWER
Where should I start?
Prepare clean records before switching: household contacts, pets, future visits, services, pricing rules and signed policies. TailPact does not yet offer a live migration wizard or bulk customer importer.
STEP-BY-STEP
A practical workflow, without guesswork.
2. Match households to multiple pets
Separate owner contact details from individual pet health and behaviour information. Prepare emergency-contact rules and note any households that need several authorised people.
3. Reconcile future bookings and service prices
List all future stays and groom appointments, time zones, deposits, exceptions, staff resources and specialist rates. Do not silently copy old provisional requests as confirmed bookings.
4. Reissue policies when needed
Record which consent version applies to which service and date. Digital migration must not change historical signatures or treat them as new consent.
5. Plan parallel verification before cutover
When a production migration service becomes available, compare sample records, appointment totals, permission boundaries and rollback options. No live import tool is being offered today.
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TAILPACT · 尾有诺
Thoughtful pet care starts with a clearer workday.
Find your starting product, then explore the workflows step by step.
