How do I add a new contact?
Contacts such as clients, referring vets and suppliers can be added by clicking the new contact button on the navigation...
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Module 2: Advanced client management
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How do I send a Text Message?
Amongst many options in Animana to communicate with Pet Owners, you are also able to use Text Messages to inform... -
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... -
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 create a financial statement?
In Animana you are able to create a Financial Statement which provides a detailed list of invoices and payments for... -
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 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 use the caretaker functionality?
Sometimes patients have a caretaker – someone other than the owner who takes care of the animal. Animana has developed...