Add a Client
Copy page
Client records are the foundation of the workflow in Veterian. Every pet profile, visit, invoice and message is tied to a client account.
Where to Find This Section
Section titled “Where to Find This Section”- Open Customers from the left menu.
- Click New Customer.
You can also create a client without leaving the appointment form. See Create an appointment.
How to Add a Client
Section titled “How to Add a Client”- Open Customers → New Customer.
- Fill in the form.
- Save.
Form Fields
Section titled “Form Fields”Required Fields
Section titled “Required Fields”| Field | Description |
|---|---|
| Name | The client’s first name |
| Surname | The client’s surname |
| Phone | Used for contact and notifications, and to search for the client later |
Optional Fields
Section titled “Optional Fields”| Field | Description |
|---|---|
| Used for email notifications | |
| Identity | For invoicing and e-document generation |
| Gender | Left as Unspecified if you skip it |
| Date of Birth | Optional demographic information |
| Customer Group | See below |
| Notes | Staff-only; see below |
| Address / State / City / Post Code | Address details. City is pre-filled with your clinic’s own city; change it where it does not apply |
Customer Group
Section titled “Customer Group”Bulk communication and reporting select clients by group, so groups you can describe in a sentence are the most useful ones, such as “boarding clients” or “large animal”. A client can belong to several groups.
The Notes field is marked Private and is visible only to staff, never to the client.
Notification Switches
Section titled “Notification Switches”All four channels are on by default on a new client. Switch off any the client has opted out of:
- Email Notification
- SMS Notification
- Mobile Notification
- WhatsApp Notification
When a channel is switched off, no automated message reaches that client through it, including appointment reminders.
Mobile App Registration
Section titled “Mobile App Registration”Automatically send mobile app registration link to customer. is also on by default. If you leave it on, the client is invited to the mobile app as soon as you save.
Adding Pets
Section titled “Adding Pets”Once the client is saved you can add one or more pets from their profile page. Each pet record belongs to the client.