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 make a client inactive? Sometimes, you want to deactivate a client record. For instance, a client might move away or all of their pets...
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 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...
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 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...
Client File The Client File tab allows you to view a history of your interactions with a client. It also allows you...
Client Data – Discount and Subscription Defining discount groups can be done by browsing to Client File > Client Data > Discount/Subscription tab; Assign a Price...
Interaction – Product The product interaction is available within the Client file and the Patient file. Note: If you are adding products under the client file these will...
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...