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Register a client

Register the owner before or while registering their animals.

Before you begin​

  • You need permission to view and edit clients.

Steps​

  1. In the left menu, click Clients. An empty client record opens.
  2. Type the First Name and Last Name. They are the only required fields.
  3. Fill in what you have now, such as Email, Cell Phone and the document under Documentation.
  4. For a company, turn on Is this an organization?.
  5. Click Save.

Done​

You see the message "The client has been successfully saved." The side menu shows the client's other sections, such as Pets, Financial and Schedule.

Next: Register a patient for this client.

If something goes wrong​

  • "An error occurred while saving the client": another client may already have the same phone, document or email. Search for that client before creating a new one.