Care plans

A care plan schedules tasks for an animal, group, or place. Use it for work that should appear in Today's care. Use a record for something that already happened.


Start a plan


  1. Open the animal's Records area, then Care, and choose Create plan.
  2. Check the selected animal. You can also start from Care plans in Today's care.
  3. If starting choices appear, choose Start with one task to build the routine yourself. Otherwise, continue with the task form.


Creating a care plan for the selected animal


If a recommendation is available, Use this plan keeps its reviewed tasks, while Customize a copy lets you tailor a copy. Describe your routine can turn text or photos into a draft to review; it does not save the plan by itself.


Build the schedule


  1. Enter Plan name and optional Notes for your team.
  2. Choose What care is needed? and enter a clear Task title. Add any instructions someone doing the task will need.
  3. Choose a Cadence under How often? For example, use Every day, Selected weekdays, or After it is completed.
  4. Set Timing under When should it happen?
  5. Choose Alert separately. A scheduled task does not have to send an alert.
  6. Use Add another task for more work in the same routine.


A care task with cadence, timing, and alert choices


Review Check the first week, including the displayed timezone, dates, and times. Correct any problems before choosing Save care plan.


The first-week preview before saving a care plan


Complete or change planned care


Open Today's care and use the task's available action. If a record form opens, enter what actually happened before saving. A measurement needs the value you observed; setting up the plan does not supply a future reading.


To change a scheduled task, open Care plan details, then Change schedule, when offered. Choose Only this task or This and future tasks, review Preview change, then Save change. Completed history is left alone.


Manage or end a plan


Open Care plans and choose Manage on the plan. Use Edit plan when available. Some advanced task details cannot be changed in the editor.


Choose End care plan only when the routine should stop permanently. Confirming removes open and future tasks from Today without marking them done. Saved records remain. The ended plan cannot be resumed, and a reminder already being sent may still arrive.


For shared routines, see Care plans for animal groups.



Updated on: 03/09/2026

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