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 get set started - part 1
Go to The Animal Therapist App and press Sign Up. Alternatively download the app on either the App or Play Store and press Sign Up. Verify your Email address, check spam and promotions if you don't see the Email. Press 3 lines top right. General ...
How to get started - part 2
Once you have completed part 1 which enables you to start adding contacts, it is worth doing part 2. Payment methods If you get paid in other ways you can enter here so your bookkeeper knows how invoices were paid. Credit and Debit cards - only ...
How to add a new patient/horse
3 ways of adding a patient/horse Straight from the patient/horse icon. From an appointment. Within a contact. Information needed The patient/horse name is required. The location will default to the owners, Yard/Barn location or vet. Adding a service ...
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 ...
How to add a customer appointment
3 places you can add an appointment from. From a contact by going into there appointments list. From the calendar by pressing a on a date and time. From the home screen by pressing the +. Create the appointment Select your customer if not already ...
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 ...
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 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 ...
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 ...