Settings
Locking Invoices
Remote View
Vetology Integration
VetSnap Integration
Vetstoria Integration
VetTalk IntegrationLearn about what VetTalk is, how the integration works and how to enable it.
Template GuideThis article will link you to the different help articles for template setup and
use.
Working with FormsLearn how to create and utilize forms, which can streamline gathering information from your clients.
Working with LettersLearn how to create and work with a letter template throughout the software.
Working with AttachmentsLearn how to upload attachments into your system and use them as needed during a visit.
Generating Historical Vaccination CertificatesIn some scenarios a certificate for a past item is needed. This article will step through manually creating a certificate for a client
Working with Medical Note Templates & Custom Field TemplatesLearn how to create and edit medical note templates. Additionally, custom fields can be created and added to medical note templates to further customize
Managing Wellness Plans
How to Edit Your Account Profile, Upload a Logo, and Manage AddressesLearn how to enter in your businesses information, upload your logo, and enter in your address, which will automatically create the document header in you account.
Email Deliverability TipsLearn how to improve email deliverability so your clients never miss an email from you.