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...
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Client management
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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... -
Client Data – Extra addresses
In the Client Data – Extra addresses tab you can view, add and edit extra addresses associated with a client;... -
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... -
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 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... -
Client File
The Client File tab allows you to view a history of your interactions with a client. It also allows you... -
How do I exclude clients from receiving marketing related messages?
In Animana you can easily send mailings to your clients. We would advise you to create an unsubscribe page on... -
Client Data – Discount and Subscription
Defining discount groups can be done by browsing to Client File > Client Data > Discount/Subscription tab; Assign a Price...