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.
  • 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.
  • 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").
    • 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.
  • Action:
    • Go to: Admin > Settings > Calendar & Capacity > Service provider schedule. (link)
    • Add Veterinarian: Scroll to "Add appointment team member," enter names, and click "Add."
    • Set Schedule: Click "Manage Schedule" next to a Veterinarian.
      • Who & What: Check the services they provide.
      • 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:
    • Go to: Admin > Admin (New) > Settings > Clients & Pets > Tracked Fields.
    • Pet Fields: Review and disable irrelevant fields. "Add Custom Field" for unique data.  (link)
    • Client Fields: Click the "Client" tab. Review and customize fields. (link)

5. Online Booking & Payments: Streamline Your Process (5 Minutes)

  • Online Booking (Optional):
    • Navigate: Left Menu > Communications > Online Booking > Configuration (link)
    • Customize colors, brand message, and cancellation window.
    • Click "Update Configuration."
    • 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):
    • Navigate: Left Menu > Admin > Integrated Payments (link)
    • Connect your Stripe account.
    • Require Payment Info at Booking (Optional):
      • Go back to Online Booking > Configuration (link)
      • Check "Auto-match clients" and "Credit card/deposit required at booking."
      • Click "Update Configuration."
  •  

Additional Setup Options:

  • 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)

    1. Enable Birthday notifications 
    2. Enable Vaccination tracking for automatic reminders
    3. Enable Loyalty program for repeat customers
    4. 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:

  • Step 2/3: Workflow (Link) (15 minutes)
  • Step 3/3: Going Live (Link) (5 minutes)

 

 

Need assistance? Contact our support team at support@pawsadmin.com