Owners: reminders, phone changes, sharing, deletion
What owners can do themselves and what reaches your Owner requests page.
Manage reminders
Every message and the card page link to the owner's Manage reminders page. The owner can stop reminders for one pet or all (with an optional reason: too many messages, moved, changed clinic, passed away, other), pause a pet for 3 months, or turn reminders back on.
Owner requests
Owner requests collects what needs a decision: handovers to approve, phone number changes (update or decline; refused if another client has the number), "done at another clinic" reports (confirm or reject), and erasure requests. Owner and reception roles see it; erasure decisions are for the clinic owner only.
Family sharing
Owners can share the card link with family; everyone with the link sees the pet, plan and dates, can request bookings and manage reminders. "Issue a new card link" at reception ends that.
Owner languages
Owners choose English, Greek, Russian, Ukrainian or Hebrew on their card page or when they sign up. Reminders, Wallet card texts and Telegram messages follow their choice. Your cabinet stays in English or Greek.
Delete my card and erasure
"Delete my card" removes the owner's TailPlan cards at once (Wallet cards, links, Telegram) and opens an erasure request due in 30 days. The clinic owner decides: Erase this client (owner details replaced, free texts deleted, history kept anonymised) or Keep for a legal reason (5 to 500 characters, recorded).
Leavers
Owners who moved, changed clinic, ended the relationship or deleted their card are left out of the audit, the send queue and the on-time rate. The overview shows owners who stopped in the last 90 days, by reason.
Something missing? Write to info@tailplan.vet.