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Transferring Care Memberships (Workflow)

Step-by-step workflow for transferring a Care Membership from one pet to another pet on the same Flow account.

To see guidelines for transferring pets, please refer to the Transferring Do's and Dont's article

  • Navigate to the Pet who is currently on the Care Plan's Flow Account
  • Click on their Care Tab and select the 🔧 icon
Care tab wrench icon.png
Care tab wrench icon.png
  • Select "Transfer Membership" from the Request Type Drop down and Select which pet you want to transfer the plan to
Screenshot 2024-09-04 at 11.31.52 AM.png
Screenshot 2024-09-04 at 11.31.52 AM.png

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  • Click "Transfer Pet" and you will then see the pet the plan was just transferred to now showing in the Care tab along with a green "Success!" pop-up at the top of your Flow Dashboard!
Screenshot 2024-09-04 at 11.32.37 AM.png
Screenshot 2024-09-04 at 11.32.37 AM.png

AM.png

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