Client Data – Extra addresses
In the Client Data – Extra addresses tab you can view, add and edit extra addresses associated with a client;...
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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 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... -
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 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 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 Data – Discount and Subscription
Defining discount groups can be done by browsing to Client File > Client Data > Discount/Subscription tab; Assign a Price... -
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 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...