emberVetDocumentation

Add a client

Create a new client contact, with their address, contact methods, and billing preferences.

A client is a contact you treat animals for and bill. This is usually the first thing you do for a new customer, before adding their animals.

Prerequisites: none — anyone on your team can add a contact.

Steps

  1. Click Contacts in the top navigation.
  2. Click New Contact. A panel slides in from the side.
  3. Choose the contact type:
    • Individual for a person.
    • Business for a company or organization (you'll enter a company name instead of a first/last name).
  4. Enter their name.
  5. Set the category to Client so they appear in your client list and get billing options.
  6. Add an address. As you type, decavet suggests matching addresses — picking one fills in the details and the map location, which helps with travel and routing later.
  7. Under Contact methods, add at least one way to reach them — an email and a mobile number are typical. Mark which are okay for billing and texts (see Contact methods & opt-ins).
  8. (Optional) Set billing preferences: a discount profile, a preferred payment method, and a tax-exempt flag with a reason if they don't pay tax.
  9. (Optional) Add any notes.
  10. Click Save.

You'll know it worked when…

You land on the new client's detail page and they appear in your Contacts list under the Client category.

Tip: Right after saving, you can add their animals from the same page — look for the option to add a patient. See Add a patient.

Adding a couple or family

If a horse is owned by a married couple, don't create two contacts. Add the second person as an additional name on the same record — see Households.

Next steps