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๐Ÿ“… Creating Appointments from the Client Page

Updated over 3 months ago

You asked, we delivered! You can now create appointments directly from the Client Page - no need to jump between tabs or search for pets first. ๐Ÿ™Œ
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This makes it faster than ever to schedule follow-ups, rechecks, or new visits while youโ€™re already viewing the clientโ€™s details.


๐Ÿช„ How It Works

  1. Go to the Client Page.

  2. Look to the top right corner - youโ€™ll see a Create button โœจ.

  3. Click Create, then choose Appointment from the dropdown menu.

  4. Fill in the appointment details as usual.


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Thatโ€™s it! Your new appointment will automatically link to the client and their pet -ready for your calendar in seconds.
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๐Ÿ’ก Why This Helps

  • โœ… Save time - no need to navigate to the Calendar first.

  • ๐Ÿพ Great for booking directly from client conversations or while reviewing notes.

  • ๐Ÿ’ฌ Perfect for quick follow-ups after visits or calls.


And thatโ€™s it - a small change that makes your day-to-day flow a lot smoother. ๐Ÿš€
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If you have questions or need help using this feature, just message our Support Team, weโ€™re always here to help. ๐Ÿ’ฌ

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