Contacts

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 code of their address. The more you can enter the better.

What is the difference between an owner and a barn/yard?

An owner can have a horse at their home address, a field down the road or at a barn/yard. It is important to understand the difference. A barn/yard can have their own horses or other owners' horses at their address.

Can I invoice the owner of a horse that is at a barn/yard or vets?

Yes either the barn/yard, vet or the owner can be invoiced/pay.

Can I move a patient/horse from a barn/yard or vet's to an owners address.

Yes you can move a patient/horse either way. Change the location in the horse record.

Can you change the owner of a horse?

Yes. Go to the horse record and press ‘change owner’.

What horse records can I keep?

Images, video links, completed forms, history, notes, all appointments in the past or future, documents (X Rays etc.) and contacts for this horse, groom, vet etc.

What is the difference between archiving and deleting?

Deleting permanently deletes the patient/horse. Archiving removes the patient/horse from the customer record but it can be retrieved by pressing the green down arrow in the patient/horse records. Any patient/horse with a future or past appointment that has not been invoices can’t be deleted or archived.




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