How to add a client using phone number on the VetNOW web app.(VPPs and Vets)

Created by Mburia B, Modified on Tue, 1 Oct at 9:49 AM by Effie Mboya

Overview:



1.Log in to VetNOW:

  • Open your browser and go to the VetNOW web app using app.vetnow.com
  • Enter your credentials (username and password) and log in to access your dashboard.

2.  Access the Dashboard:

  • Once logged in, you’ll be taken to the main dashboard. Click on the "clients "option on the dashboard

3.Go to ' New Client':

  • Once you've clicked on the "clients" option on the dashboard, look for the option labeled “New Client"


  • Click on it to open the client addition form.

4. Choose 'Phone Number' as Primary Contact:

  • In the client form, there are fields for both email(Not a required field) and phone number.
  • Instead of entering an email, scroll down to the phone number section and enter the client's phone number (including country or area code).

5.Fill Out Other Client Information:

  • Complete the other necessary fields, such as:
    • Full Name
    • Gender 
    • Address
    • City
    • County

6.Leave Email Field Blank :

  •  The email field is not mandatory, since we have chosen to have phone number instead. You can leave it blank.

7.Save the Client Information:

  • Once you have filled in all the required fields, click the “create button on the bottom of the client addition form to finalize adding the new client.


Conclusion:

In conclusion, adding a new client using your phone on the VetNOW app is a simple and efficient process. By logging in, navigating to the New section, and filling out the required information, you can quickly add a new client. This feature streamlines client management, allowing you to easily update your records while on the go, enhancing both convenience and productivity. 


If you encounter any issues or have any feedback, please contact our support team at support@vetnow.com for further assistance.

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