How do I create and activate Treatment Plans
Treatment plans are used in large animal practices to define a list of medicines (products) available to be added to...
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Client management
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How can a client redeem client card points?
With the client card module, you can reward customers with points for purchases of products and services. This article will... -
How do I anonymize client data?
According to the GDPR every individual has the right to be forgotten. Which means that the data of the client... -
How do I process a pre-payment?
This article describes how to create a pre-payment or credit value in a customer’s account. This is typically needed when... -
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.... -
Client Data – Extra addresses
In the Client Data – Extra addresses tab you can view, add and edit extra addresses associated with a client;... -
Interaction – Phone call
The Phone-call interaction is available within the Client file and the Patient file. To log either an incoming, or an outgoing call, click... -
How do I edit a contact?
Information pertaining to an existing contact, such as names, phone numbers and addresses can be edited via the Client Data tab....