Making New Clients and Patients in the Schedule

  1. Open the schedule

  2. Filter the calendar by day/provider

  3. Select the time slot and provider that works best for the needed appointment (this opens a blank appointment modal)

  4. Click the 'Create New Client and Patient' button in the appointment modal (pink)

This will open a client/patient quick-create modal. For the client, the fields you'll need to fill out are:

  • First name

  • Last name

  • Email

  • Phone number

  • Phone type

For the patient, you'll need to provide:

  • Name

  • Species

  • Breed

  • Sex

  • DoB

  • Age (automatically populates with DoB)

Once you've added all the relevant information, click 'Save.'

Adding More Info

If you need to add more information, you can edit both the client and the patients dashboards. To get there:

  1. Click 'Clients/Patients'

  2. Search for the client or patient

  3. Click their name

  4. Click the 'Edit' button in the upper righthand corner of their basic info box

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