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...
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Client management
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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... -
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 create multiple financial statements at the same time?
If you need to create multiple financial statements for multiple clients at the same time, you might want to have... -
How do I add multiple email addresses to one client?
When creating a contact or client in Animana, you will be given the opportunity to add email details. This article... -
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 remove a client from my 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 filter specific activities in the client file?
When dealing with regular visitors their client file will build quickly and it can be difficult to find particular information.... -
How do I make a client inactive?
Sometimes, you want to deactivate a client record. For instance, a client might move away or all of their pets... -
What is in the Client Info tab?
Animana allows you to capture and manage a wide variety of information about your clients. In the Client Info you...