Well now we are going to see how to create a new client, we are going to go to clients, list, searchand new, here we are going to put their data such as name and surname, email, if we want them to receivereminders, there is, for example, an example of clients who They do not want to receive reminders sowe uncheck that option, then the telephone number as in the example with the plus and thecountry characteristic, telephone number if it has a landline, then address, city, identification, if there is a veterinarian whois referring it, then debt that This debt is always modified manually by enteringthe client's file when we edit it, we edit the debt, then if we want the client to havespecial prices we can check the option and then when charging the client we can addspecial prices, in the case of data In billing we can put the datato take into account when billing and in alternative names we will be able to putnicknames for example, the client for example is known as Pepe and we always call him Pepe so whenfiltering it to search for it the clients will We will be able to filter it by the nickname and here at the endwe will be able to add it if we have plans added from the system we will be able to charge it monthlyfor example plan 2 and the day on which the plan will be charged for example the 5th of eachmonth and there we save it once we save it the client file will look something like this incase we want to delete clients the clients do not have to have anypatient associated with them and the delete button will appear and there we can delete .
Video Transcription Well, now we are going to go to the associated plans section. This feature is used when we want to charge clients a fixed amount per month. We are going to go to configuration, associated plans, to create new plans. Where? We are ...
Video Transcription We are going to see how to make a new sale, for that we are going to go to sales and stock, sales and we are going to go to new sale, this way it will be opened so that we can make the sale or we can also go to the cart again sale ...
Video Transcription Let's see how to schedule a new appointment or reminder. Let's go to appointments and reminders, again. Here we are going to select the user, if we have active user selection from configuration and then we will be able to assign ...
How to create a new monthly plan? To create a new monthly plan for clients associated with your veterinarian you must go to: Setting Associated Plans New Here you can configure the plan name and monthly value. How to add a client to a monthly plan? ...
Video Transcription Well, now let's see how to add a new user to the system. Let's go to configuration, system users, add new user. Here we are going to put the name and surname of the person and email that must be valid because at the time of ...