First use and clinic setup
Set up a clinic, join a team and learn your first daily workflow.
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First choose your application: Platform is the clinic web application, VetConnect is mobile for clinic staff, and PetConnect is for owners. This page explains first use in Platform. See mobile onboarding.
Set up a new clinic
Sign-in and code errors, setup details and joining by invitation have separate task guides.
If setup is incomplete after sign-in, follow /setup. Visible steps depend on account state; an established clinic need not repeat them.
- Profile: Review name, contact and professional information. Complete offered verification.
- Clinic: Enter the correct clinic identity, location/contact and requested business information.
- Plan: Choose the on-screen plan for your usage and team. Review pricing, seats and payment summary before approval.
- Team: Prepare invitations with correct phones and plans. Use an offered skip option if you will complete this later.
- Summary/payment: Review selections. Wait for pending payment to finalize; checkout return alone does not prove success.
- Data import: Map and validate old records using CSV import, or use the offered skip option.
Follow displayed missing-information, payment or support directions if blocked. After setup, use team/settings to revisit profiles, schedules and preferences.
Join an existing team
Confirm the invitation's clinic, sign in and complete acceptance. Learn workflows for your role; administrators can see menus unavailable to you. Plan seats and action permissions differ. Correct a wrong clinic context before creating new records.
First daily workflow
- Customer/patient: Search first; use create patient to establish the owner relationship when absent.
- Appointment: Create an appointment and check time and veterinarian.
- Check-in/examination: Follow a clinic visit, fill SOAP and inspect its state.
- Administration: Add treatment/vaccine records where needed. Planning is not actual administration.
- Sale/collection: Verify product/service items. Saving a sale differs from collecting payment.
- Report/follow-up: Share verified records, arrange follow-up/tasks and inspect delivery outcomes.
Use only an assigned example environment and synthetic data for practice. Do not create “test” payments or administrations in a real clinic.
Learn by role
| Work | Starting guides |
|---|---|
| Reception and coordination | Patients, calendar, tasks |
| Clinical care | Clinical guides |
| Inventory and finance | Products/stock, stock/money, sales |
| Clinic administration | Management, subscription |
| Veti | Questions and action review |
Addresses and access
/inventory/products is a Platform route; /en/docs/management/products-and-stock is a guide on this site. [fp] is a placeholder for an actual record identity, not a literal value.
Details can open as full pages or dialogs. Menus/actions depend on role, plan and state. See troubleshooting and screen directory.