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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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 set up client categories?
Client categories allow you to group contacts together. You will be able to filter on contacts that have been put... -
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... -
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... -
How do I add a new client to the client portal?
The client portal enables you to grant access to those clients that have herd files available in Animana. It grants... -
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 access the report that shows me my active clients?
If you want to keep track of your active clients, you can. There is a pre-set report in Animana that... -
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... -
Client Data – Discount and Subscription
Defining discount groups can be done by browsing to Client File > Client Data > Discount/Subscription tab; Assign a Price...