Welcome to PawsAdmin Veterinary Program! Let's Get Started!
Estimated Time: ~20 minutes
Goal: Complete setup, walk through the basic workflow, and get your veterinary up and running.
Tip: To stay within the time limit, avoid getting stuck on a specific task. Fill in what you can, and if you have questions, write them down to review later or contact support.
1. Business Profile: Your Brand (2 Minutes)
- Why: This info appears on invoices and communications.
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Action:
- Go to: Admin > Admin(new) Settings > Your Business.
- Company Info: Click "Edit." Update your business details and "Save." (link)
- Logo: Click "Edit." Upload your logo (PNG, JPG, etc.). "Update Logo" (skip if needed). (link)
- Waiver: Click "Edit." Use our template ("Copy") or paste yours. "Save Waiver." (link)
2. Vet Services & Pricing (5 Minutes)
- Purpose: Define your veterinary services and set pricing.
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Action:
- Action:Email Us to get the Veterinary option enabled if not already
- Go to: Admin > Settings > Products & Services > Prices and Services. (link)
- Click "Edit" next to "Veterinary."
- Click "+Add Price" and select "Veterinary."
- Checkout Name: Enter the client-facing service name (e.g., "Annual Checkup," "Vaccination," "Surgery").
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Package Type: Choose:
- Single Usage: One-time service.
- Multiple Usage: Package (e.g., "Puppy Wellness Package," "Senior Care Package").
- Unlimited: Membership (recurring billing optional, e.g., "Wellness Plan").
- Set the price.
- Set "1st/2nd pet price" for multi-pet discounts (if applicable).
- Need Help? Email your price list to support for import assistance.
3. Veterinary Schedules (5 Minutes)
- Purpose: Set your veterinarians' availability.
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Action:
- Go to: Admin > Settings > Calendar & Capacity > Service provider schedule. (link)
- Add Veterinarian: Scroll to "Add appointment team member," enter names, and click "Add."
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Set Schedule: Click "Manage Schedule" next to a Veterinarian.
- Who & What: Check the services they provide.
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Scheduling Type:
- Spot-based: Fixed appointment slots (e.g., 15-minute appointments). Leave both options unchecked.
- Stacked: Flexible durations (e.g., surgery blocks). Check "Enable end time" and "Remove overlapped vacancies."
- Click "Update."
- Add Availability: Click "+Add new time spots." Set time ranges and days.
- Preview: Click "Preview" to review.
- Time-off/Closure: Use the "Time-off/closure" tab or the admin menu. (link)
- Need Help? Email your schedule preferences to support for assistance.
4. Client & Pet Profiles: Tailor Your Data (5 Minutes)
- Why: Track essential information.
- Action:
5. Online Booking & Payments: Streamline Your Process (5 Minutes)
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Online Booking (Optional):
- Navigate: Left Menu > Communications > Online Booking > Configuration (link)
- Customize colors, brand message, and cancellation window.
- Click "Update Configuration."
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Add hydrotherapy service options: Click on the "Advanced settings" tab > "View Advanced Options" (link)
- Scroll down to "3. Add options to date page", under Veterinary, add your service options, e.g., "Annual Checkup", "Vaccinations", "Surgery Consultation".
- Online Payments (Optional):
Additional Setup Options:
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Automated Marketing: Communications > Marketing to enable automated birthday wishes, welcome new customers, vaccination reminders, report cards, loyalty program, newsletter, review collection, and more. (link) (optional)
Navigate to: Left menu → Admin → Admin(NEW) → Marketing (link)
- Enable Birthday notifications
- Enable Vaccination tracking for automatic reminders
- Enable Loyalty program for repeat customers
- Enable Review collection to build your online reputation
With the common setup steps complete, let's explore how things work in PawsAdmin in Step 2/3: Workflow (15 minutes).
Next Steps:
Need assistance? Contact our support team at support@pawsadmin.com