Merging clients
You merge two clients by transferring the animals from one client to the other via Change owner. Vetocare does not have a direct button for merging clients: you transfer each animal separately and then clean up the client with no remaining animals yourself using Archive or Delete.
Transfer animals to the other client
First, transfer all animals from the client who is being removed to the client you want to keep. Do this for each animal from the animal record:
Open the record of the animal you want to transfer and click Edit.
On desktop, click Change owner. On mobile, you can find this option under More.
Under New owner, select the client the animal should be transferred to.
Click Save. You will see Changes saved. and be taken to the new owner's record.
Repeat these steps for each animal belonging to the old client. The Change owner button only appears for a saved animal.
Which data is transferred?
The transfer screen shows exactly which data remains in the client record and which data is transferred with the animal:
Remains in the client record | Transferred with the animal |
|---|---|
Appointments | Reports (animal) |
Reminders | Products |
Invoices | Invoices |
Reports (client) | Files |
Letters | |
Sent messages |
Reminders relating to this animal are cancelled, or the animal is removed from the list of animals.
Shared reports for the animal will no longer be shared.
The new owner must be an existing client within the same practice and cannot be the same client as the old owner.
On the screens, invoices appear twice: client invoices belong to the client record, while invoices associated with the animal are transferred to the new owner.
Clean up the old client
After the animals have been transferred, the old client continues to exist; transferring the animals does not automatically archive or delete the client. If the record is empty, you can decide what to do with it:
Archive: the client disappears from lists and search results, future appointments and reminders are cancelled, and this can later be undone with Unarchive. See Archive and unarchive a client.
Delete: future appointments and reminders are deleted. See Delete a client.
For more information about the transfer itself, see Change owner.