Setup & Admin
Setup & Admin
One-time setup and the ongoing admin tasks clinic owners and admins handle — settings, team, catalogue, inventory, data, and records.
Admin only — This section is for clinic owners and users with the Veterinarian role. Clinic staff can head to Daily Use.
This section has two kinds of task: the one-time setup you do when your clinic first starts, and the ongoing admin you dip into now and then.
First-time setup
Work through these in order when you're getting started:
- Creating your clinic — the first-time setup wizard
- Clinic settings — your practice details and tax configuration
- Inviting your team — adding staff members
- Appointment types — the kinds of appointments you offer
- Catalogue & pricing — the products and services you bill for
Ongoing admin
Tasks you'll return to occasionally:
- Inventory — stock levels and tracking
- Data import — bringing records in from another system
- Packages — bundled products and services
- Integrations — connecting other tools
- Export & backup — getting your data out
- Audit log — who changed what, and when