How do I email invoices to a client in Animana?
Communicating with your clients is an important activity that you do all day, every day. One of the great functionalities...
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Client management
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How do I assign a client card to a client?
The Client Card is an optional module in Animana where you create a digital loyalty card for your clients so... -
How do I deactivate a health plan?
A health plan is similar to a subscription that you have at the gym. You collect a monthly fee from... -
How do I find a contact with just a client ID?
For whatever reason, you may need to find a client with the Animana client ID as the only information at... -
How do I search for a client in Animana?
Searching for clients and patients is one of the key functionalities you should master. While the search functionality also allows... -
How do I create a financial statement?
In Animana you are able to create a Financial Statement which provides a detailed list of invoices and payments for... -
What information can I manage in the Client Data tab?
Animana allows you to capture and manage a wide variety of information about your clients. In the Client Data tab... -
How do I invoice a health plan subscription?
A Pet Health Plan (PHP) is similar to a subscription that you have at the gym. With a Pet Health... -
How do I process payments on existing invoices?
Sometimes a client pays their invoice at a later moment in time than when it was created. In that case,... -
How do I merge duplicate client files?
Sometimes, a contact gets entered that was already in the system, or two owners are registered separately and want to...