How to add a new patient/horse

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 (what you charge for) will save time later.
Add an image to remind you what the patient/horse looks like.
Additional owners emails so they get appointment reminders.
When last visited and visit frequency will remind you and your customer if an appointment is not made.

Changing location

For an owner patient/horse you can change the location from the home address to say a field down the road, an existing or new Yard/Barn or a vets.
For a Yard/Barn or Vet patient/horse you can move it to another Yard/Barn, a vets or to an owners address.

    • Related 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 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 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 ...
    • 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 ...