How to Edit License Start And End Dates

How-To:

1. On the main page, click on “Pet Owner Record Search” and use a combination of fields to search for the Pet Owner Record you are looking for. 

2. From the results, click on the Pet Owner’s name to access their DocuPet profile.

3. Once you have located the pet’s profile on the right hand side, click on the applicable license in the Licenses section. 

4. Next, you will click the hyperlinked license: in this example: Dog - Not Spayed/Neutered - 1 Year.

5. You'll then adjust the dates for the sections labeled, “Start Date”, “Expiry Date”, and “Renewal Available Date”.

6. Once complete, scroll to the bottom of the page and click on “Save”.

Important:

The Renewal Available date should be set based on the specific renewal window decided by your organization. While this is typically 60 days prior to the license expiration, it can vary significantly depending on local requirements. Common configurations include windows of 45, 61, 72, 90, or even 91 days. 

The Automatic Billing Date must be set to 1 day prior to the license expiration date. (Reminder: this function does not enable any financial processes - it is simply flagging the license for expiry).