Knowledge Base
The Animal Therapy App
For all animal therapists, large animals, small animals
Recent Articles
General
Why use The Animal Therapist App? It will save you time & money. You’ll spend less time on paperwork & more time doing the things you really love. It’s totally risk-free so you’ve got nothing to lose by giving it a go today! Why is The Animal ...Appoments
How do I add an appointment? Tap + on the home screen Select a date and time in the calendar From the customer record Delete an appointment? Yes, if a customer cancels or you just need to delete an appointment for any reason. This permanently deletes ...Invoicing
Can I run a monthly account for a customer? Yes. The system will either take payment at the end of the month if your customer has signed up to Go Cardless or it will send them a statement. What will the invoice look like? You can select from various ...Getting paid
What is the easiest way of getting paid? Encourage your customer to sign up to GoCardless if they are regular customers. When you invoice it’s just one button and the money will be credited to your account. Customers love it! What does it cost to use ...Contacts
Do I have to have a customers email? No but they will not receive appointment reminders or invoices. What information do I have to enter in a customer record? The only required fields are first name, last name, phone number and the postcode or zip ...
Popular Articles
How to add a new contact
From the contact icon press the + The 3 main contact types are: Owner - horses/patients in 4 possible locations. Home address, an alternative owner address, at a Yard / Barn or a vets. Yard / Barn - either their own horses or other owner horses. Vets ...Add a Customer Appointment
There are 3 places you can add an appointment Home screen (not mentioned in How to video) Calendar Within a contact Select a contact (if not pre selected) Select the appointment type Customer - they are notified of the appointment by Email Tentative ...How to add a new user
Only available for the web version. Select the 3 bars top right then Users. Different user types Primary user - this will be the person who set up the account. Has full access. Field user - Chargeable - Will have their own calendar only be able to ...How to run your reports
Run your reports from any device Goto the 3 lines top right select: Your Reports then select a report and the date range. The report will be mailed to your Email address. Report types Sales - A CSV of all of your sales ready for your bookkeeper or ...How to edit an appointment and invoice
Edit appointment Select the appointment either from the home screen or the calendar. In the calendar hold down and you can easily adjust the date and time. Alternatively open the appointment where you can do the following: Change the date and or time ...