First week with Vetocare

Get off to a good start during your first week with Vetocare. First, follow the five setup steps to prepare Vetocare for your practice, then add your first clients, animals, and appointments. Each step links to the full guide for that section.

Step 1: Set up practice details

Start with your practice details, as they are automatically applied to your invoices. Go to Settings → Practice details, enter your information, and save it with Save. These details are only used within your administration and are not used to set up a subscription. See Set up practice details for the complete steps.

Step 2: Personalize standard messages

Vetocare includes standard messages that serve as the basis for emails such as appointment reminders and invoices. Personalize them via Settings → Emails → Standard messages so they match your practice and communication style. Use dynamic fields (tags) so details such as an appointment's date and time, the invoice amount, your practice name, and your telephone number are filled in automatically when the message is sent. See Standard messages.

Step 3: Customize report templates and forms

You build reports yourself using templates, allowing you to create your own forms for an intake, examination, or treatment. Go to Settings → Reports → Manage templates and create your own template with input fields and subheadings. Start simple: customize an existing template or create a basic form and familiarize yourself with the different types of input fields. See Manage templates.

Step 4: Add animal species

Add the animal species your practice treats via Settings → Manage animal species, or create a new species while adding an animal. You only need to enter the name and save it with Save. See Manage animal species.

Step 5: Customize client and animal fields

Show or hide the client and animal fields used by your practice via Settings → Set up client fields and Set up animal fields. Hidden fields retain their data, so you can enable them again later without losing any data. See Hide animal and client fields.

Now that your administration is ready

With these five steps, your administration is ready for you to add your first clients, animals, and appointments.

• Add your first client with Add client; only the name is required. See Add a client.

• Add an animal from the client record with Add animal. See Add an animal.

• Schedule an appointment from the client record with Add appointment. See Create appointments and Link a calendar.

• Invite your team via Settings → Subscription → Manage users. See Invite users and User roles.

• Create your first invoice via Invoices → Add invoice. See Create a new invoice.