It is possible to create a new customer from the customers list, the calendar when scheduling an appointment, or from the waiting room (when a customer who comes with his animal to the clinic for the very first time would also like to get a consultation at the same time)
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It is possible, when scheduling an appointment for a new customer, to create directly his file from the calendar’s appointment booking page .
If an owner has to book several appointments for his animal, the duplicate function allows you not to have to re-enter the owner’s name for each appointment, as well as the animal’s one or the visit reason.
When scheduling an appointment, it is possible to consult the owner’s file details or the animal for which you are setting an appointment by clicking on the small pencil on the right of the client’s or animal’s name
Creating alerts to remind you some important informations and display them automatically.
This vidéo will guide you through the process of archiving an owner and /or an animal
This video will teach you how to add a personalized comment to a contact information
You can add a comment to an owner’s or animal’s sheet.
To do that, open the owner’s page,
Click on EDIT in the owner’s or animal’s box (depending on whether you want to add your note for the animal or the owner)
Click on MISC (miscellous) and add the text of your alert
This alert will now appear on the animal’s sheet
You can specify in SETTINGS whether you want alerts to be automatically readable or whether you want them to be readable only when you place your pointer over them.
To do this, click on SETTINGS / GENERAL SETTINGS / DISPLAY and specify whether you want a pop-up window for alerts to appear each time you open a page and whether you want the alerts to be directly visible or not.
