Clients are our bread and butter and if business is good we can buy some jam too.
This is the reason why I start my first blog posting describing how to capture all the important details of your clients.
Click on ACCOUNTS on the main menu
Click on CLIENTS
Click on the ADD button
All the information that you fill on this form is valuable data that AccPet will process in many ways behind the scenes.
For instance, the name or surname can later be used to look up a client, as well as the street address and client number. The client number is unique to every client and AccPet will automatically generate a number for each client when you press the ADD button.
The postal address will be printed on the invoices and statements. When adding the physical address the suburb name can be used in searches to group people who live in the same area.
The default language is English but there is an option for a second language of your choice eg Afrikaans or Sotho. The invoice and statement content will then be printed in the chosen language.
The cellphone field can also be used for sending SMS messages. A contact person and number other than the client will also prove to be useful if you cannot get hold of the owner, such as in an emergency where decisions have to be made.
A warning message can be added to the client detail. This message will pop up every time you click on a form that is linked to that specific client. For example if the client is a bad payer you can add that to the warning message. This message will pop up and remind you when you want to add another appointment or booking for that client.
The note field can be used to fill in the veterinarian’s name and contact number that the client normally uses. For instance if you have a query about the pet’s health history and cannot get hold of the owner.