Add a client

Add a client

Adding a client is very simple. On the first screen you see in Vetocare, you'll see a button labeled "Add client". After you click it, the updated client form opens; you can read about what's changed at the bottom of this article. The only required field is the name. You can fill in the rest later if you like.

Once the client has been created, you'll go straight to their file. This file is used to keep track of all information about the client, such as their animals, appointment history, and linked contacts.

The updated client form

The form keeps the fields you use every day at the top. To open fields you rarely fill in, click the + next to the field. When you save, any required fields that are still empty will be clearly indicated so you can fill them in right away.

The Peppol ID and scheme are on the same line and are checked as you fill them in: you'll see the name as registered by the organization and can choose whether to use it. See Set up Peppol for a client for instructions on setting it up.

If you enter names with accents, press and hold a letter, then choose the accented version, such as é or ë. This also applies to the animal and contact forms; these options aren't shown for number and web address fields.

Enter address details in separate fields, with address suggestions for the Netherlands and Belgium. Read Enter or update an address to learn how this works.