Patient & Client Management

Learn how to add new clients and patients, how to change owners or archive pets

11 articles in this collection
Written by Sophia and Alex

Pet profiles

View the profile of a pet

Quick overview of the pet profile

Written by Alex
Updated over a week ago

Add a new client / pet

Learn how to add new clients and pets to your database

Written by Sophia
Updated over a week ago

Import pets & clients

Step by step tutorial on how to import your current list of patients and clients

Written by Alex
Updated over a week ago

Edit a pet profile

Learn how to edit pet information

Written by Alex
Updated over a week ago

Change the owner of a pet

Learn how to change the pet parent

Written by Alex
Updated over a week ago

Search for a pet

Find your patient in 2 seconds

Written by Alex
Updated over a week ago

Archive a pet

See how you can archive patients

Written by Sophia
Updated over a week ago

Client profiles

View the profile of a client

Quick overview of the client details

Written by Sophia
Updated over a week ago

Edit a client profile

Learn how to edit client information

Written by Alex
Updated over a week ago

Add additional pets to the same client

Learn how to add multiple pets to the same client

Written by Alex
Updated over a week ago

Search for a client

Learn how to find a client in 2 seconds

Written by Alex
Updated over a week ago