Every owner, with their complete history
Contact details, pets, invoices, debts, payments on account and signed consents: everything about a client in one record, with no searching in three places.
The client record gathers everything you need to look after them well: several phones and emails, address, language, how they found you and the alerts worth keeping in mind, such as a delicate situation or an outstanding debt.
From the same record you collect what is owed, send a message, produce the account statement or sign the data protection consent on the tablet.
What you can do
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Complete details
Phones, emails, address, tax ID and preferred language, the basis for reminders and invoices.
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Balance at a glance
Outstanding debt and available payments on account, in the record header.
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Signed GDPR consent
The client signs on the tablet and the communications permission and date are recorded.
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Duplicates and merging
Find repeated records by phone, email or tax ID and merge them without losing history.
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Account statement
Invoices, payments and payments on account with the running balance, to print or send.
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Several owners per pet
A patient can have a main owner and co-owners; the main one receives invoices and notices.
What you see on screen
Every area of the screen has a purpose. This is how it is organised:
- 1Actions: collect what is owed, edit, send a message, statement or merge duplicates.
- 2Contact: phone, email and address.
- 3Balance: outstanding debt and available payments on account.
- 4Pets and documents: patients, invoices, quotes and consents.
How it works, step by step
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1
Quick registration
A name and a phone or email are enough. The tax ID when a full invoice is needed.
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2
Consent signing
The data protection document is generated and the client signs with their finger.
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3
Add their pets
From the record you create their patients, which stay linked.
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4
Always up to date
Every payment, invoice or message is kept in their record.
Tip: A client with a debt is flagged in the search and when taking payment at the point of sale, so nobody overlooks it.
This module, like all of Zenivet, works in Spanish, Catalan, Galician, Basque and English. Languages
Frequently asked questions
Yes. It is signed on a touchscreen, and the signature, the date and the permission for commercial communications are stored.
The pets, invoices and history of the duplicate record move to the one that is kept. Nothing is lost.
Yes, within the same company, clients and patients are common to all its centres.
Related modules
- Patients The pet’s record: microchip, weight chart, clinical alerts in red and all its tabs. See the module
- Point of sale and till Payment of consultation charges and shop sales on one screen, split payment, payments on account and cash count. See the module
- Reminders and campaigns Automatic email and WhatsApp reminders, segmented campaigns, templates and NPS surveys. See the module
Shall we look at it in your clinic?
We’ll show you this module with cases from your everyday work, in a half-hour video call with no commitment.