Contacts

Contacts is your practice's single address book. Everyone you deal with lives here, labeled by category. New to the idea? Read Contacts explained first.

In this section

• Add a client — create the people you bill.
• Households — put a couple or family on one record.
• Contact methods & opt-ins — phones, emails, and what they're okay for.
• Locations & barns — the places you visit.
• Syndicate ownership — horses owned by a group.
• Professionals, suppliers & pharmacies — everyone else.

Finding and filtering

Open Contacts from the top navigation to see the full list. Use the search box to find someone by name, and filter by category to see just your clients, just your locations, and so on. Click any row to open that contact's detail page, where you'll find their patients, billing summary, recent activity, and edit actions.