In addition to the default templates, you can add your own customized appointment notes template in PawsAdmin for each service module you provide. Here is how!
Here are the steps to customize your appointment notes template
1. Find the 'Appointment notes template' link on the admin menu (under the Products & Services section)
2. Go to the service template tab that you'd like to customize
3. Add your field. Click on '+add more' as needed. Click on 'Preview' to preview the template at any time.
4. Click '+ UPDATE' to save the changes; you are all set!
To make any changes, you can edit a field directly (or change it to blank to remove a field. Just be mindful of the impact on your past notes).
Now that you have a custom template. Here are the steps to take notes.
1. Check in your pets for the pet on the check-in page.
2. Click on the service link under the 'Services' column (for example, 'Therapy' for the therapy service), and it will take you to the notes page.
3. Click 'edit notes' and update your notes; you are all set!
4. To look up past notes at any time, visit a pet's profile and find the 'Past Notes' link.
Note: For Boarding, remember also to check out the default boarding notes template in this tutorial.