Client Profile Overview

Quick overview of the client details.

Updated over a week ago

Contacts details

Here you can find at a glance all the contact information of the client. You can easily send them an email, send an invite to download the app (if they don't have it installed), call or see directions to their address on Google Maps.

On top of the contact details, you can see some other information at a glance, such as the main contact person / co-owner, the associated discount, the outstanding balance, or client credit.

๐Ÿ“Œ Use the 3 dots from the right corner to edit client information or manage client alerts. Check this article for more details.


See all the pets of the client at a glance. You can easily go to their profile by clicking on their profile pic or you can add a new pet to the same client from the 'plus' button.

Internal notes

Keep all the client notes in one place. You can edit the notes or add new ones. These notes are always private to your clinic and won't be shared with the client.


This section displays all the sales/invoices of the client (not only the ones associated with this patient). You can check their status, the amount due, or the credit accumulated (if any), preview the invoice, and download or send it via email.

Co-owners / Contact persons

From here you can manage other co-owners or contact persons. Add new ones, edit or delete existing ones.

๐Ÿ“Œ You can mark with a star one contact - their name will appear at a glance next to the client's name.

๐Ÿ“Œ You can also add the contact person to all animals of the main owner by clicking the checkbox.


In this section, you can see the preferences of the client (they can set these by themselves in the app) or you can customize them.

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