A simple, beginner-friendly guide to use the Pet Management app in Odoo for daily work.
Before You Start
- You need an Odoo login (username and password).
- You must have permission to access the Pets application menus.
- If you cannot see the Pets menus, ask your administrator to enable your access rights (see below).
This page is written for end users (front desk, staff, managers) who want to use the Pet Management module. If you are an administrator (or you install modules), follow the setup steps below first.
Admin Setup (Install & Enable Pet Management in Odoo)
If you are a beginner administrator, follow these steps in order. This is the most common way to install and activate the module.
- Download the latest copy of the add-on Download the latest Pet Management add-on (module) folder from your vendor, Git repository, or ZIP file.
- Check the folder : it must contain
__manifest__.py. - Common mistake : copying only the files inside the folder instead of the complete module folder.
- Check the folder : it must contain
- Copy the module folder into your Odoo add-ons directory Upload/copy the full module folder into one of these locations on your Odoo server:
- Default add-ons folder : Odoo’s
addonsdirectoryCustom add-ons folder (recommended): for examplecustom_addons
pet_management). - Default add-ons folder : Odoo’s
- Restart the Odoo service Restart Odoo so it can detect the new module files.
- Windows : restart the Odoo service from Windows Services (or your hosting control panel).
- Linux : restart the Odoo service (often using systemd).
- Odoo.sh : push your code; Odoo.sh rebuilds and restarts automatically.
- Activate Developer Mode In Odoo, open Settings and enable Developer Mode (also called Debug Mode).
Developer Mode shows technical options like “Update Apps List”. - Update the Apps List Go to the Apps app. With Developer Mode enabled, click Update Apps List and confirm.
This step makes Odoo scan the add-ons folders again and detect new modules. - Search the module in Apps and install it In Apps, search for Pet Management (or the module’s name). Open it and click Install.
After install, you should see a new app/menu called Pets. - Demo data (optional)If the module contains demo data and your database has demo enabled, Odoo will automatically load example records during installation (like sample pets, breeds, services).
If demo is disabled, the module still installs, but you will not see those example records. - Give user permissions (Access Rights) so menus appear Even after installation, normal users may not see menus until you grant access rights.
- Go to Settings → Users & Companies → Users
- Open the user
- In Access Rights, find Pet Management and choose the correct role (User / Manager / Staff groups)
- Click Save
- Refresh Odoo and verify menus Refresh the browser (or log out and log in again). Then open the main menu and confirm you can see:
- Pets app
- Menus like Core, Appointments, Health, Boarding, Grooming, Training, and Configuration
Where to Find Pet Management in Odoo
After you log in to Odoo, open the main app menu (the grid icon) and click Pets.
Inside the Pets app, you will usually see menus like:
- Core: Pets
- Appointments: Appointments
- Health: Medical Visits, Vaccinations, Weight History
- Services: Boarding, Grooming, Training
- Diet: Diet Plans
- Operations: Notifications
- Configuration: Species, Breeds, Vaccine Catalog, Kennels, Services, Settings, Help Guide
First-Time Checklist (End Users)
If you are using the app for the first time, do this checklist once before daily operations.
- Confirm access: if menus are missing, ask the admin to grant Pet Management access rights to your user.
- Confirm basic setup: verify Species, Breeds, Vaccine Catalog, and Services are available (admin usually configures these).
- Create a test pet: create one pet record to confirm you can save, edit, and search properly.
- Try one full workflow: create an appointment, then record a vaccination or medical visit for the same pet.
How to Use the Pet Module
Below are the most common tasks end users do every day.
Create a Pet
- Go to Pets → Core → Pets
- Click New
- Fill: Pet Name, Species, Breed, Owner (and other details like microchip, DOB)
- Click Save
Book an Appointment
- Go to Pets → Appointments → Appointments
- Click New, select the Pet, set date/time and service details
- Save and follow your office process (confirm/complete/bill if available)
Record a Medical Visit
- Go to Pets → Health → Medical Visits
- Click New, select the pet, enter notes (reason, diagnosis, treatment, follow-up)
- Save — this becomes part of the pet’s health history
Record a Vaccination
- Go to Pets → Health → Vaccinations
- Click New, choose the pet and vaccine, enter date and next due (if applicable)
- Save — this helps tracking and reminders
Update Weight
- Go to Pets → Health → Weight History
- Add a new entry (pet, date, weight) and save
Use Services (Boarding / Grooming / Training)
- Open the relevant menu: Boarding, Grooming, or Training
- Create a session/stay, select pet, set dates, add notes, and save
Create a Diet Plan (if used)
- Go to Pets → Diet → Diet Plans
- Create a plan for a pet with meal instructions and dates
Send / Manage Notifications (if enabled)
- Go to Pets → Operations → Notifications
- Use templates and scheduled reminders based on your process
If You Cannot See the Menus (Permissions)
If the Pets app or some menus are missing, it usually means your user does not have the correct access rights.
- Ask your administrator to open: Settings → Users & Companies → Users
- Select your user and set Pet Management access rights (User / Manager or staff roles)
- After saving, refresh the browser or log out and log in again
Troubleshooting (Common Issues)
- Pets app is not visible: permissions are missing — ask admin to enable Pet Management access rights.
- I can see the app, but some menus are missing: you may have partial access (for example, Health menu hidden). Ask admin to enable the required department group.
- “Access Error” when opening a record: your role may not allow read/write for that model; ask admin to update your permissions.
- I cannot find a pet: clear filters, remove “My Records” filters, and try searching by owner name or microchip.