What is the Client Overview?
The Client Overview is one page for everything about a client across all of their pets: contact details, transactions, wellness plans, and appointments. Front desk teams and practice managers use it to see the full picture without opening each pet's health card.
How this helps your daily work
Role | How it helps |
Front desk | Take a payment, check credit, or find a client's appointments in one place. |
Practice managers | Review a client's balance, plans, and visit history across all of their pets. |
Where to find it
Patients → open a patient's health card → side panel → Client Overview.
You need the new layout turned on. To switch, select Switch in the banner at the top of the page.
How to review a client's full picture
Open any of the client's pets from Patients.
In the side panel, select Client Overview.
Select a tab: Client, Transactions, Wellness Plans, or Appointments.
On Transactions, Wellness Plans, or Appointments, select Filters to narrow the list by Patient or other related filters.
You're in the right place when the page title reads Client Overview with the tabs underneath.
Other things you can do
Client tab
Edit owner details: Select the edit icon on the Owner card.
Add a client note: On Client Notes, select Add a note.
Add a co-owner or contact person: On Co-Owners / Contact Persons, select Add contact. Learn more about Primary and Secondary Owners (co-owners).
Check communication preferences: The Communication Preferences card shows language and notification status for Appointments, Preventive care, and Marketing & Campaigns. Select Send email with preferences link to let the client update them. Learn more about Customize Client Notifications & Reminders.
Manage pets: Switch between Active and Archived, select Add Pet, or select View All. Learn more about Archive Patient.
Transactions tab
Take a payment: Select Add Payment.
Issue a credit note: Select Issue Credit Note.
Save or remove a card: If you use Digitail Secure Payments (DSP), select Add card under Cards on file to save a card. Select the bin icon to remove one. Learn more about Charging using Digitail Secure Payments.
Filter the list: Select All, Sales, or Credit Notes, or use Filters.
Preview a statement or consolidate invoices: Select Preview Statement or Consolidate Invoice. Learn more about Generating a Consolidated Invoice.
Wellness Plans tab
Each Wellness Plan card shows its status, end date, pets included, benefits, and remaining usages. Select Renew to renew a plan, or Add plan to assign a new one.
Appointments tab
Switch between list and table views, then select Add to book. The table shows date, visit type, status, patient, internal notes, and provider, for all of the client's pets.
Tips & best practices
Check the Patient column on Appointments and Transactions, since both cover every pet the client owns.
Use the side panel for quick checks and the Client Overview for anything that spans pets.
Use Send email with preferences link instead of editing preferences yourself, so the client confirms their own choices.
Frequently Asked Questions (FAQs)
Why can't I find the Client Overview?
The Client Overview is only in the new layout. Select Switch in the banner at the top of the page to turn it on.
Where are invoices, cards on file, and client notes in the new layout?
Sales and their invoices are on the Transactions tab, along with Cards on file. Client notes, which were called internal notes in the classic layout, are on the Client tab under Client Notes.
How do I add a pet or see archived pets?
On the Client tab, go to the Pets section. Select Add Pet to add one, or switch between Active and Archived to see archived pets.
Why do I see appointments for pets other than the one I opened?
The Appointments tab shows the whole client, not one pet. Use Filters or the Patient column to narrow it down.
Where are Files and Documents?
They show a Coming Soon tag in the Client Overview and aren't available yet. This will also include the ability to store and send files & forms directly for clients.