# Retention, export, deletion, and client rights requests Source: https://help.pet-connect.co/privacy-policy/retention-export-deletion-and-client-rights-requests Clients may ask to see, correct, export, or delete their data regardless of country. This article describes practical steps in PetConnect and how those requests interact with GDPR, CCPA/CPRA, Indian DPDPA, Australian Privacy Act, PIPEDA, LGPD, and other laws covered in our regional guides. ## Overview and why it matters When your team works on retention and export, the section “Overview and why it matters” is where policy meets software. PetConnect is used by grooming salons, daycare centres, and pet retailers that cannot afford to have client records split between a calendar, a till, and a messaging app. Capture booking numbers, sale references, and screenshots when something looks wrong. Support can usually spot permission or store-context issues quickly when those three items are present. Managers reviewing retention and export should treat Privacy Policy documentation as a living playbook. The product receives minor UI improvements regularly, but the sequence—confirm store context, open the correct module, change one thing, verify with a second login—prevents most production surprises. Write internal SOPs in plain language. Link to this Help Center article instead of copying paragraphs into Word—URLs stay current when we improve wording. Front-desk staff experience retention and export under time pressure on Saturdays. A laminated cheat sheet that links to this article reduces questions and stops well-meaning edits to tax or duration fields during a rush. Schedule a five-minute huddle after changes: reception, grooming lead, and retail (if applicable) each confirm their screen looks correct. Multi-store brands must decide whether retention and export is standardised nationally or locally customised. PetConnect supports both, but mixed approaches only work when you document which stores are allowed to diverge. If you integrate Adyen EFT POS, run a live card payment in test mode after changing anything that touches totals, deposits, or checkout. After a data migration, validate retention and export against real appointments and sales for at least one full week before telling clients that everything is settled. Barcode retail teams should scan a known product, a discontinued SKU, and a weighted item (if used) after catalog imports. - Confirm the correct store is selected in the header - Document who approved the change internally - Test with a fictional client before touching live records - Refresh the browser after deployments (Ctrl+F5) - Email support@pet-connect.co if behaviour still looks wrong ## Prerequisites, roles, and permissions Managers reviewing retention and export should treat Privacy Policy documentation as a living playbook. The product receives minor UI improvements regularly, but the sequence—confirm store context, open the correct module, change one thing, verify with a second login—prevents most production surprises. Write internal SOPs in plain language. Link to this Help Center article instead of copying paragraphs into Word—URLs stay current when we improve wording. Front-desk staff experience retention and export under time pressure on Saturdays. A laminated cheat sheet that links to this article reduces questions and stops well-meaning edits to tax or duration fields during a rush. Schedule a five-minute huddle after changes: reception, grooming lead, and retail (if applicable) each confirm their screen looks correct. Multi-store brands must decide whether retention and export is standardised nationally or locally customised. PetConnect supports both, but mixed approaches only work when you document which stores are allowed to diverge. If you integrate Adyen EFT POS, run a live card payment in test mode after changing anything that touches totals, deposits, or checkout. After a data migration, validate retention and export against real appointments and sales for at least one full week before telling clients that everything is settled. Barcode retail teams should scan a known product, a discontinued SKU, and a weighted item (if used) after catalog imports. When your team works on retention and export, the section “Prerequisites, roles, and permissions” is where policy meets software. PetConnect is used by grooming salons, daycare centres, and pet retailers that cannot afford to have client records split between a calendar, a till, and a messaging app. Start in the header: the active store location must be correct before you change anything in Privacy Policy. Brand administrators can switch stores; many groomers remain in a single site. - Confirm the correct store is selected in the header - Document who approved the change internally - Test with a fictional client before touching live records - Refresh the browser after deployments (Ctrl+F5) - Email support@pet-connect.co if behaviour still looks wrong > Pro tip: Teams that assign a single “configuration owner” per store roll out changes faster and avoid conflicting edits on busy Mondays. ## Planning before you change anything Front-desk staff experience retention and export under time pressure on Saturdays. A laminated cheat sheet that links to this article reduces questions and stops well-meaning edits to tax or duration fields during a rush. Schedule a five-minute huddle after changes: reception, grooming lead, and retail (if applicable) each confirm their screen looks correct. Multi-store brands must decide whether retention and export is standardised nationally or locally customised. PetConnect supports both, but mixed approaches only work when you document which stores are allowed to diverge. If you integrate Adyen EFT POS, run a live card payment in test mode after changing anything that touches totals, deposits, or checkout. After a data migration, validate retention and export against real appointments and sales for at least one full week before telling clients that everything is settled. Barcode retail teams should scan a known product, a discontinued SKU, and a weighted item (if used) after catalog imports. When your team works on retention and export, the section “Planning before you change anything” is where policy meets software. PetConnect is used by grooming salons, daycare centres, and pet retailers that cannot afford to have client records split between a calendar, a till, and a messaging app. Start in the header: the active store location must be correct before you change anything in Privacy Policy. Brand administrators can switch stores; many groomers remain in a single site. Managers reviewing retention and export should treat Privacy Policy documentation as a living playbook. The product receives minor UI improvements regularly, but the sequence—confirm store context, open the correct module, change one thing, verify with a second login—prevents most production surprises. Use fictional test clients while learning. Walk through a booking, a retail sale, and an SMS reply, then remove test data so nobody receives accidental notifications. - Confirm the correct store is selected in the header - Document who approved the change internally - Test with a fictional client before touching live records - Refresh the browser after deployments (Ctrl+F5) - Email support@pet-connect.co if behaviour still looks wrong ## Step-by-step configuration Front-desk staff experience retention and export under time pressure on Saturdays. A laminated cheat sheet that links to this article reduces questions and stops well-meaning edits to tax or duration fields during a rush. Schedule a five-minute huddle after changes: reception, grooming lead, and retail (if applicable) each confirm their screen looks correct. Multi-store brands must decide whether retention and export is standardised nationally or locally customised. PetConnect supports both, but mixed approaches only work when you document which stores are allowed to diverge. If you integrate Adyen EFT POS, run a live card payment in test mode after changing anything that touches totals, deposits, or checkout. After a data migration, validate retention and export against real appointments and sales for at least one full week before telling clients that everything is settled. Barcode retail teams should scan a known product, a discontinued SKU, and a weighted item (if used) after catalog imports. When your team works on retention and export, the section “Step-by-step configuration” is where policy meets software. PetConnect is used by grooming salons, daycare centres, and pet retailers that cannot afford to have client records split between a calendar, a till, and a messaging app. Start in the header: the active store location must be correct before you change anything in Privacy Policy. Brand administrators can switch stores; many groomers remain in a single site. Managers reviewing retention and export should treat Privacy Policy documentation as a living playbook. The product receives minor UI improvements regularly, but the sequence—confirm store context, open the correct module, change one thing, verify with a second login—prevents most production surprises. Use fictional test clients while learning. Walk through a booking, a retail sale, and an SMS reply, then remove test data so nobody receives accidental notifications. - Confirm the correct store is selected in the header - Document who approved the change internally - Test with a fictional client before touching live records - Refresh the browser after deployments (Ctrl+F5) - Email support@pet-connect.co if behaviour still looks wrong ### Before you start When your team works on retention and export, the section “before start” is where policy meets software. PetConnect is used by grooming salons, daycare centres, and pet retailers that cannot afford to have client records split between a calendar, a till, and a messaging app. Capture booking numbers, sale references, and screenshots when something looks wrong. Support can usually spot permission or store-context issues quickly when those three items are present. Managers reviewing retention and export should treat Privacy Policy documentation as a living playbook. The product receives minor UI improvements regularly, but the sequence—confirm store context, open the correct module, change one thing, verify with a second login—prevents most production surprises. Write internal SOPs in plain language. Link to this Help Center article instead of copying paragraphs into Word—URLs stay current when we improve wording. Front-desk staff experience retention and export under time pressure on Saturdays. A laminated cheat sheet that links to this article reduces questions and stops well-meaning edits to tax or duration fields during a rush. Schedule a five-minute huddle after changes: reception, grooming lead, and retail (if applicable) each confirm their screen looks correct. ### After you save Managers reviewing retention and export should treat Privacy Policy documentation as a living playbook. The product receives minor UI improvements regularly, but the sequence—confirm store context, open the correct module, change one thing, verify with a second login—prevents most production surprises. Write internal SOPs in plain language. Link to this Help Center article instead of copying paragraphs into Word—URLs stay current when we improve wording. Front-desk staff experience retention and export under time pressure on Saturdays. A laminated cheat sheet that links to this article reduces questions and stops well-meaning edits to tax or duration fields during a rush. Schedule a five-minute huddle after changes: reception, grooming lead, and retail (if applicable) each confirm their screen looks correct. Multi-store brands must decide whether retention and export is standardised nationally or locally customised. PetConnect supports both, but mixed approaches only work when you document which stores are allowed to diverge. If you integrate Adyen EFT POS, run a live card payment in test mode after changing anything that touches totals, deposits, or checkout. ## Verifying changes with a second staff login Managers reviewing retention and export should treat Privacy Policy documentation as a living playbook. The product receives minor UI improvements regularly, but the sequence—confirm store context, open the correct module, change one thing, verify with a second login—prevents most production surprises. Write internal SOPs in plain language. Link to this Help Center article instead of copying paragraphs into Word—URLs stay current when we improve wording. Front-desk staff experience retention and export under time pressure on Saturdays. A laminated cheat sheet that links to this article reduces questions and stops well-meaning edits to tax or duration fields during a rush. Schedule a five-minute huddle after changes: reception, grooming lead, and retail (if applicable) each confirm their screen looks correct. Multi-store brands must decide whether retention and export is standardised nationally or locally customised. PetConnect supports both, but mixed approaches only work when you document which stores are allowed to diverge. If you integrate Adyen EFT POS, run a live card payment in test mode after changing anything that touches totals, deposits, or checkout. After a data migration, validate retention and export against real appointments and sales for at least one full week before telling clients that everything is settled. Barcode retail teams should scan a known product, a discontinued SKU, and a weighted item (if used) after catalog imports. When your team works on retention and export, the section “Verifying changes with a second staff login” is where policy meets software. PetConnect is used by grooming salons, daycare centres, and pet retailers that cannot afford to have client records split between a calendar, a till, and a messaging app. Start in the header: the active store location must be correct before you change anything in Privacy Policy. Brand administrators can switch stores; many groomers remain in a single site. - Confirm the correct store is selected in the header - Document who approved the change internally - Test with a fictional client before touching live records - Refresh the browser after deployments (Ctrl+F5) - Email support@pet-connect.co if behaviour still looks wrong > Pro tip: Teams that assign a single “configuration owner” per store roll out changes faster and avoid conflicting edits on busy Mondays. ## Day-to-day use on the shop floor Front-desk staff experience retention and export under time pressure on Saturdays. A laminated cheat sheet that links to this article reduces questions and stops well-meaning edits to tax or duration fields during a rush. Schedule a five-minute huddle after changes: reception, grooming lead, and retail (if applicable) each confirm their screen looks correct. Multi-store brands must decide whether retention and export is standardised nationally or locally customised. PetConnect supports both, but mixed approaches only work when you document which stores are allowed to diverge. If you integrate Adyen EFT POS, run a live card payment in test mode after changing anything that touches totals, deposits, or checkout. After a data migration, validate retention and export against real appointments and sales for at least one full week before telling clients that everything is settled. Barcode retail teams should scan a known product, a discontinued SKU, and a weighted item (if used) after catalog imports. When your team works on retention and export, the section “Day-to-day use on the shop floor” is where policy meets software. PetConnect is used by grooming salons, daycare centres, and pet retailers that cannot afford to have client records split between a calendar, a till, and a messaging app. Start in the header: the active store location must be correct before you change anything in Privacy Policy. Brand administrators can switch stores; many groomers remain in a single site. Managers reviewing retention and export should treat Privacy Policy documentation as a living playbook. The product receives minor UI improvements regularly, but the sequence—confirm store context, open the correct module, change one thing, verify with a second login—prevents most production surprises. Use fictional test clients while learning. Walk through a booking, a retail sale, and an SMS reply, then remove test data so nobody receives accidental notifications. - Confirm the correct store is selected in the header - Document who approved the change internally - Test with a fictional client before touching live records - Refresh the browser after deployments (Ctrl+F5) - Email support@pet-connect.co if behaviour still looks wrong ## Client-facing impact and communications When your team works on retention and export, the section “Client-facing impact and communications” is where policy meets software. PetConnect is used by grooming salons, daycare centres, and pet retailers that cannot afford to have client records split between a calendar, a till, and a messaging app. Capture booking numbers, sale references, and screenshots when something looks wrong. Support can usually spot permission or store-context issues quickly when those three items are present. Managers reviewing retention and export should treat Privacy Policy documentation as a living playbook. The product receives minor UI improvements regularly, but the sequence—confirm store context, open the correct module, change one thing, verify with a second login—prevents most production surprises. Write internal SOPs in plain language. Link to this Help Center article instead of copying paragraphs into Word—URLs stay current when we improve wording. Front-desk staff experience retention and export under time pressure on Saturdays. A laminated cheat sheet that links to this article reduces questions and stops well-meaning edits to tax or duration fields during a rush. Schedule a five-minute huddle after changes: reception, grooming lead, and retail (if applicable) each confirm their screen looks correct. Multi-store brands must decide whether retention and export is standardised nationally or locally customised. PetConnect supports both, but mixed approaches only work when you document which stores are allowed to diverge. If you integrate Adyen EFT POS, run a live card payment in test mode after changing anything that touches totals, deposits, or checkout. After a data migration, validate retention and export against real appointments and sales for at least one full week before telling clients that everything is settled. Barcode retail teams should scan a known product, a discontinued SKU, and a weighted item (if used) after catalog imports. - Confirm the correct store is selected in the header - Document who approved the change internally - Test with a fictional client before touching live records - Refresh the browser after deployments (Ctrl+F5) - Email support@pet-connect.co if behaviour still looks wrong ## Reporting, reconciliation, and follow-up Managers reviewing retention and export should treat Privacy Policy documentation as a living playbook. The product receives minor UI improvements regularly, but the sequence—confirm store context, open the correct module, change one thing, verify with a second login—prevents most production surprises. Write internal SOPs in plain language. Link to this Help Center article instead of copying paragraphs into Word—URLs stay current when we improve wording. Front-desk staff experience retention and export under time pressure on Saturdays. A laminated cheat sheet that links to this article reduces questions and stops well-meaning edits to tax or duration fields during a rush. Schedule a five-minute huddle after changes: reception, grooming lead, and retail (if applicable) each confirm their screen looks correct. Multi-store brands must decide whether retention and export is standardised nationally or locally customised. PetConnect supports both, but mixed approaches only work when you document which stores are allowed to diverge. If you integrate Adyen EFT POS, run a live card payment in test mode after changing anything that touches totals, deposits, or checkout. After a data migration, validate retention and export against real appointments and sales for at least one full week before telling clients that everything is settled. Barcode retail teams should scan a known product, a discontinued SKU, and a weighted item (if used) after catalog imports. When your team works on retention and export, the section “Reporting, reconciliation, and follow-up” is where policy meets software. PetConnect is used by grooming salons, daycare centres, and pet retailers that cannot afford to have client records split between a calendar, a till, and a messaging app. Start in the header: the active store location must be correct before you change anything in Privacy Policy. Brand administrators can switch stores; many groomers remain in a single site. - Confirm the correct store is selected in the header - Document who approved the change internally - Test with a fictional client before touching live records - Refresh the browser after deployments (Ctrl+F5) - Email support@pet-connect.co if behaviour still looks wrong > Pro tip: Teams that assign a single “configuration owner” per store roll out changes faster and avoid conflicting edits on busy Mondays. ## Integrations with payments, inbox, and retail When your team works on retention and export, the section “Integrations with payments, inbox, and retail” is where policy meets software. PetConnect is used by grooming salons, daycare centres, and pet retailers that cannot afford to have client records split between a calendar, a till, and a messaging app. Capture booking numbers, sale references, and screenshots when something looks wrong. Support can usually spot permission or store-context issues quickly when those three items are present. Managers reviewing retention and export should treat Privacy Policy documentation as a living playbook. The product receives minor UI improvements regularly, but the sequence—confirm store context, open the correct module, change one thing, verify with a second login—prevents most production surprises. Write internal SOPs in plain language. Link to this Help Center article instead of copying paragraphs into Word—URLs stay current when we improve wording. Front-desk staff experience retention and export under time pressure on Saturdays. A laminated cheat sheet that links to this article reduces questions and stops well-meaning edits to tax or duration fields during a rush. Schedule a five-minute huddle after changes: reception, grooming lead, and retail (if applicable) each confirm their screen looks correct. Multi-store brands must decide whether retention and export is standardised nationally or locally customised. PetConnect supports both, but mixed approaches only work when you document which stores are allowed to diverge. If you integrate Adyen EFT POS, run a live card payment in test mode after changing anything that touches totals, deposits, or checkout. After a data migration, validate retention and export against real appointments and sales for at least one full week before telling clients that everything is settled. Barcode retail teams should scan a known product, a discontinued SKU, and a weighted item (if used) after catalog imports. - Confirm the correct store is selected in the header - Document who approved the change internally - Test with a fictional client before touching live records - Refresh the browser after deployments (Ctrl+F5) - Email support@pet-connect.co if behaviour still looks wrong ## Advanced scenarios and multi-store brands Front-desk staff experience retention and export under time pressure on Saturdays. A laminated cheat sheet that links to this article reduces questions and stops well-meaning edits to tax or duration fields during a rush. Schedule a five-minute huddle after changes: reception, grooming lead, and retail (if applicable) each confirm their screen looks correct. Multi-store brands must decide whether retention and export is standardised nationally or locally customised. PetConnect supports both, but mixed approaches only work when you document which stores are allowed to diverge. If you integrate Adyen EFT POS, run a live card payment in test mode after changing anything that touches totals, deposits, or checkout. After a data migration, validate retention and export against real appointments and sales for at least one full week before telling clients that everything is settled. Barcode retail teams should scan a known product, a discontinued SKU, and a weighted item (if used) after catalog imports. When your team works on retention and export, the section “Advanced scenarios and multi-store brands” is where policy meets software. PetConnect is used by grooming salons, daycare centres, and pet retailers that cannot afford to have client records split between a calendar, a till, and a messaging app. Start in the header: the active store location must be correct before you change anything in Privacy Policy. Brand administrators can switch stores; many groomers remain in a single site. Managers reviewing retention and export should treat Privacy Policy documentation as a living playbook. The product receives minor UI improvements regularly, but the sequence—confirm store context, open the correct module, change one thing, verify with a second login—prevents most production surprises. Use fictional test clients while learning. Walk through a booking, a retail sale, and an SMS reply, then remove test data so nobody receives accidental notifications. - Confirm the correct store is selected in the header - Document who approved the change internally - Test with a fictional client before touching live records - Refresh the browser after deployments (Ctrl+F5) - Email support@pet-connect.co if behaviour still looks wrong ## Training new hires and seasonal staff Managers reviewing retention and export should treat Privacy Policy documentation as a living playbook. The product receives minor UI improvements regularly, but the sequence—confirm store context, open the correct module, change one thing, verify with a second login—prevents most production surprises. Write internal SOPs in plain language. Link to this Help Center article instead of copying paragraphs into Word—URLs stay current when we improve wording. Front-desk staff experience retention and export under time pressure on Saturdays. A laminated cheat sheet that links to this article reduces questions and stops well-meaning edits to tax or duration fields during a rush. Schedule a five-minute huddle after changes: reception, grooming lead, and retail (if applicable) each confirm their screen looks correct. Multi-store brands must decide whether retention and export is standardised nationally or locally customised. PetConnect supports both, but mixed approaches only work when you document which stores are allowed to diverge. If you integrate Adyen EFT POS, run a live card payment in test mode after changing anything that touches totals, deposits, or checkout. After a data migration, validate retention and export against real appointments and sales for at least one full week before telling clients that everything is settled. Barcode retail teams should scan a known product, a discontinued SKU, and a weighted item (if used) after catalog imports. When your team works on retention and export, the section “Training new hires and seasonal staff” is where policy meets software. PetConnect is used by grooming salons, daycare centres, and pet retailers that cannot afford to have client records split between a calendar, a till, and a messaging app. Start in the header: the active store location must be correct before you change anything in Privacy Policy. Brand administrators can switch stores; many groomers remain in a single site. - Confirm the correct store is selected in the header - Document who approved the change internally - Test with a fictional client before touching live records - Refresh the browser after deployments (Ctrl+F5) - Email support@pet-connect.co if behaviour still looks wrong > Pro tip: Teams that assign a single “configuration owner” per store roll out changes faster and avoid conflicting edits on busy Mondays. ## Troubleshooting checklist Managers reviewing retention and export should treat Privacy Policy documentation as a living playbook. The product receives minor UI improvements regularly, but the sequence—confirm store context, open the correct module, change one thing, verify with a second login—prevents most production surprises. Write internal SOPs in plain language. Link to this Help Center article instead of copying paragraphs into Word—URLs stay current when we improve wording. Front-desk staff experience retention and export under time pressure on Saturdays. A laminated cheat sheet that links to this article reduces questions and stops well-meaning edits to tax or duration fields during a rush. Schedule a five-minute huddle after changes: reception, grooming lead, and retail (if applicable) each confirm their screen looks correct. Multi-store brands must decide whether retention and export is standardised nationally or locally customised. PetConnect supports both, but mixed approaches only work when you document which stores are allowed to diverge. If you integrate Adyen EFT POS, run a live card payment in test mode after changing anything that touches totals, deposits, or checkout. After a data migration, validate retention and export against real appointments and sales for at least one full week before telling clients that everything is settled. Barcode retail teams should scan a known product, a discontinued SKU, and a weighted item (if used) after catalog imports. When your team works on retention and export, the section “Troubleshooting checklist” is where policy meets software. PetConnect is used by grooming salons, daycare centres, and pet retailers that cannot afford to have client records split between a calendar, a till, and a messaging app. Start in the header: the active store location must be correct before you change anything in Privacy Policy. Brand administrators can switch stores; many groomers remain in a single site. - Confirm the correct store is selected in the header - Document who approved the change internally - Test with a fictional client before touching live records - Refresh the browser after deployments (Ctrl+F5) - Email support@pet-connect.co if behaviour still looks wrong ## Frequently asked questions ### Who should read this article? Owners and managers should read it fully; groomers and retail staff can focus on the sections that match their role. Allow 45–60 minutes if you are configuring production settings for the first time. ### Does this apply to every store? Most settings are per store unless you are signed in as a brand administrator. Confirm the active location in the header before making changes. ### Will this change past appointments or sales? Generally changes apply going forward. Review open appointments and inform clients when pricing, tax, or duration rules change. ### Can I print this for training? Yes. Use your browser print function; the Help Center layout is print-friendly. Update your internal SOP links when article URLs change. ### Where can I get account-specific help? Email support@pet-connect.co with your store name, staff login used, and screenshots of the screen in question. ## Summary Honour client rights promptly using PetConnect profiles and exports; check the regional article for deadlines and exceptions.