Add a client and their pets

Add the client

1. Open Clients and press New client.
2. Enter the First name (required), Last name, Phone and Email.
3. Tick Send reminders on WhatsApp if the owner has agreed to receive reminders there.
4. Add the address, who referred them (an existing client), and any notes such as payment terms or preferences.

The client page shows their pets, appointments, invoices and payments, with totals for visits booked, total billed and balance due. Buttons at the top let you message them on WhatsApp, book, bill or edit.

Add a pet

1. On the client page, press Add pet (or go to Patients → New patient and choose the owner).
2. Enter the Pet name and Species: Dog, Cat, Bird, Rabbit, Small mammal, Reptile, Horse, Livestock or Other.
3. Add breed, sex, date of birth (an estimate is fine), colour or markings, microchip number and, if you have it, today's weight.
4. Tick Neutered / spayed if it applies.
5. Use Allergies & alerts for anything the team must know: drug allergies, “aggressive when handled”, heart murmur. Alerts show in red on the patient record and in the exam room.

The patient record

Each pet has tabs for Overview, Medical history, Vaccinations, Prescriptions, Files, Appointments and Invoices.

• Record weight adds to the weight history chart on the Overview tab.
• Files holds lab results, X-rays, photos and documents, up to 25 MB each.
• Mark deceased keeps the full history, hides the Book appointment button and leaves the pet out of vaccine reminders. It can be undone.
• A patient can only be deleted if it has no visits or invoices.