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 available on the web version.
To take cards in your app it is worthwhile registering with Stripe. There is no cost to this and you do not need a card reader. You will need a mobile signal to take a card payment.
ACH / Direct Debit (GoCardless)
This is the best way of getting paid for regular customers, inexpensive and no need for your customer to be present. More details in in the What is section.
Subscription (not Android)
This is where you will manage your subscription with us. You can add new users, change how you pay and the frequency.
Build your own customer forms or use one of our templates. Once you "publish" it will be available in your app ready for filling in and mailing direct you your customer. See separate How to video
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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 ...
Payment methods
These denote how you get paid. We provide a list but you can add to the list if there is a payment method you use that is not there. GoCardless (Direct Debit / ACH /SEPA) and Stripe (Credit and Debit cards) are covered in a separate What is. All ...
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 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 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 ...