How to invite clients already on VetNOW as a VPP/Vet using the New client section.

Created by Effie Mboya, Modified on Wed, 22 Jan at 10:08 AM by VetNow Support

Overview


This guide will walk you through inviting clients who are already registered on VetNOW using the new client section. By following these steps, you can connect with existing VetNOW users as your clients.


Steps to inviting clients already on VetNOW using the new client section


1. Log In


Start by logging into your VetNOW account to access the dashboard.


2. Navigate to the Clients Section


From the dashboard, locate and click on the Clients tab.


For Mobile:



For Desktop:



3. Add a New Client


In the Clients section, click on New Client. This will open a form for adding client details.



4. Enter Client Information


Fill in the client’s details in the form provided, including any required information.



5. Save the Client Details


Click Create to save the client’s information.


6. Send the Invitation


After saving, a notification will appear at the top of your client list, indicating that the client is already a VetNOW user and an invitation to connect has been sent.


7. Client Acceptance


Once the client accepts your invitation, a notification will appear, confirming that they have accepted the invitation to connect. 



They will then be displayed in your Clients section as one of your active clients.




Conclusion


By following these steps, you can seamlessly invite and connect with existing VetNOW clients in your network. This will allow you to manage and support your clients effectively through the platform.


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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