KennelBooker keeps one shared list of the vets (veterinary practices) your customers use. You link each customer (owner or pet parent) to their vet on the customer's record, and you can add, edit, delete and merge vets on the Vets settings page. Because the list is shared, correcting a vet's phone number once updates it for every customer who uses that vet.
Linking a vet on the customer's record
Open the customer's record and find the Vet Details panel. If the customer has no vet yet, you'll see Select Existing Vet (once there are vets in your list) and Add New Vet.
To pick a vet already in your list: choose it in Select Existing Vet. The vet is linked to the customer straight away, with no save button to click.
To add a new vet: click Create New Vet, fill in Vet Practice, Vet Name, Email, Phone and Address, and click Save. The vet is added to your shared list and linked to the customer.
Once a vet is linked, the Vet Details panel shows the practice, vet name, email, phone and address, with Edit Vet and Change Vet buttons.
Changing or editing a customer's vet
Change Vet links the customer to a different vet. Choose another vet in Select Existing Vet, or click Create New Vet. The old vet stays in your list for other customers.
Edit Vet changes the vet's own details (for example a new phone number). Edit the boxes and click Save, or Cancel to leave it as it was.
Because vets are shared, Edit Vet changes the vet for every customer linked to it. If other customers use the same vet, a red warning tells you how many records the change will apply to, starting "Updating this vets information will result in the update being applied to". If only this customer's vet is wrong, use Change Vet instead.
Managing all your vets on Settings > Vets
The Vets page lists every vet practice in your account. Go to Settings and click Vets in the settings menu on the left, or click the button below. Staff need the Customer list permission to open this page.
Your Vets shows each vet's Practice, Phone, Email, Address and Customers # (how many customers are linked to it).
To add a vet: click Add Vet, fill in the Add/Edit Vet box and click Add Vet. Vet Practice is required.
To edit a vet: click Edit on its row, change the details and save. The change applies to every customer linked to that vet.
To delete a vet: click Edit on its row, then Delete Vet. Customers who were linked to it are left with no vet. Deleting a vet can't be undone.
You'll see Vet saved or Vet deleted at the top of the page.
Merging two vets
Use Merge two Vets on the Vets page when the same practice is in your list twice, or one practice has taken over another.
Choose the practice to move customers away from in Move customers from. Only vets with customers are listed, with the number of customers in brackets.
Choose the practice to move them to in To.
Click Move customers and confirm "Move every customer from the first practice to the second?".
You'll see how many customers were moved. The first practice stays in the list with no customers, so you can delete it afterwards. There's no undo.
Vet details added by pet parents
Pet parents can set their vet themselves on the Vet Details page of their online account. They can choose a vet from your list or add a new one, but they can't edit a vet's details. When they do, your staff get a Customers Vet Updated or Vet Added alert on the Alerts page. Check new vets added by pet parents and merge any duplicates.
Vets: frequently asked questions
Where do I add a customer's vet?
Add a customer's vet in the Vet Details panel on the customer's record. Choose the vet in Select Existing Vet, or click Create New Vet, fill in the practice details and click Save.
Is the vet linked to the customer or to the pet?
The vet is linked to the customer, so all of a customer's pets share the same vet in KennelBooker. You can't set a different vet for each pet.
I edited a vet's phone number and it changed for other customers. Why?
Vets are a shared list in KennelBooker. Edit Vet changes the vet practice itself, so every customer linked to that vet sees the new details. To give just one customer a different vet, use Change Vet on that customer instead.
Where is the list of all my vets?
All your vets are on Settings > Vets, under Your Vets, with the number of customers linked to each one in Customers #.
How do I get rid of a duplicate vet?
Go to Settings > Vets. In Merge two Vets, move the customers from the duplicate to the practice you're keeping with Move customers. Then click Edit on the duplicate and Delete Vet.
What happens to customers when I delete a vet?
When you delete a vet on Settings > Vets, every customer linked to that vet is left with no vet. Move them to another vet with Merge two Vets first if you want them to keep one.
Can pet parents add their own vet?
Yes. On the Vet Details page of their online account, pet parents can choose a vet from your list or add a new vet. You get an alert on the Alerts page when they do. They can't edit a vet's details.
Does KennelBooker contact the vet?
No. KennelBooker stores the vet's details for your records. It doesn't send emails or messages to the vet.
Can I add vets on my phone or tablet?
Yes. Adding, editing and changing vets works in the KennelBooker web app in a phone or tablet browser.
Vets: common problems
I can't see Select Existing Vet on the customer
Select Existing Vet only shows once there's at least one vet in your list. Click Create New Vet to add the first one. If the customer already has a vet, click Change Vet to see the list.
I can't open the Vets settings page
The Vets page needs the Customer list staff permission. Ask the account owner to switch it on for your staff login.
There's no cog icon or Vets tab in the main menu
Vets are now under Settings. Click Settings in the main menu, then Vets in the settings menu on the left.
A vet appears twice in the list
The same practice was added twice, often by different staff or by a pet parent online. Use Merge two Vets on Settings > Vets to move the customers onto one of them, then delete the other.
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