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Create and manage clients and dogs

Create a client

From Clients:

  1. Select New client.
  2. Enter:
  3. Client name (required)
  4. Email (optional)
  5. Phone (optional)
  6. Address (optional)
  7. Select Create client.

Add a dog to a client

From the client record:

  1. Select Add dog.
  2. Enter required dog information:
  3. Dog name
  4. Sex
  5. Date of birth or approximate age
  6. Ownership duration
  7. Neutered status
  8. Optionally set breed and vet practice.
  9. Select Create dog.

Vet practice assignment during dog setup

When adding a dog, you can:

  • Select an existing vet practice, or
  • Create a new practice inline and assign it immediately.