Number of clients/pets in the database
To see how many active clients, inactive clients and active pets you have in the database, double click on Ready at the bottom of the screen.
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Inactive clients and pets
You can set a client or pet as inactive by checking that box on the right side of their client or pet card. Client card: Pet card: If you make one pet of the family inactive, you can open the client card, Pets tab to see it listed there. It will be ...Adding new clients in Live Access
There are two ways to add new clients that have not visited your business before from the Live Access system. Either by clicking "Add" on the left hand menu and choosing "New Client" OR: Open your client explorer and click the plus sign (+) in the ...Require vets for new pets added through Client Portal
You can now require that clients choose their pet's vet when they add a new pet through Client Portal. In Live Access, click on Online Reservations, OLR Settings. Click on the General tab. Check the box to "Require vet information to add pet". Be ...Prospective clients
There is a Prospect button on the right side of the client card. Once you check the box, to get a list of prospective clients, click on Reports, Lists, Prospect List.Deceased pets
You can mark a pet as deceased by opening the pet card and clicking the Deceased box on the right panel. You can opt not to show deceased pets on the client explorer in File, System Options, Global tab. If you do want deceased pets to display on the ...