How to link a patient with the client app?

How to link a patient with the client app?

The easiest way to link the customer app with our system is:
  1. Create the client profile. (you need to include your email)
  2. Create the pet profile of said client.
Then, within the patient's file you will find the "send invitation to use the app" button, this will send the client an email with a link to download the application and an account will be automatically created for that client and their respective pet within the app.



If the same client wants to link more than one pet, they only have to send the invitation to only one and complete the linking process. For the others, change the "send invitation..." button to the " add pet " button.

In the event that a customer downloads the app before you send them the invitation, the customer must follow the following steps:
  1. Open the application.
  2. Create the profile of the other pet.  
  3. Generate access code from the app.
This code must be completed in the unlinked patient's file in the " validation code " field, to the left of the " Send invitation to use the app " button.
In this way they would be linked.
This process can be repeated with all the pets the client has.

    • Related Articles

    • How to link a patient with the client app?

      Video Transcription When we create a new patient we can link it to the client's app so that they can see the appointment reminders, see the patient's file, request appointments and also see promotions that we load into the system to link them to that ...
    • How to change the email of the client linked to the app?

      Video Transcription Let's see how to change the email of a client that is linked to the application. We are going to go to clients, we are going to search for the client and when the client is linked to the application it will appear with this cell ...
    • patient birthday

      Video Transcription In the patients part, search list, we can also see in the upper right menu the birthdays in this case, for example, today is Pupi's birthday and here we can filter it within the system notifications, for example in WhatsApp it can ...
    • How to create a new client in the system?

      Video Transcription Well now we are going to see how to create a new client, we are going to go to clients, list, search and new, here we are going to put their data such as name and surname, email, if we want them to receive reminders, there is, for ...
    • Create a certificate or consent for a patient

      To enter this section you must go to the "tools" button in the left sidebar and then select "certificates and consents". Below you can see all the certificates you have made. To create a new certificate you must go to the button in the upper right ...