Start by creating accounts for everyone who will use the system. You can assign one or multiple roles to each user based on their responsibilities.

• A single user can hold multiple roles — for example, a Veterinarian who also manages stock.
• Each role controls which pages and features that person can access.
• Users can be edited or removed at any time from User Management.

Custom fields let you capture information specific to your clinic — like an owner's village or city, or a pet's insurance number or government ID. Once added, these fields appear in every case form and the values are saved with each pet's record.

• Owner fields: Add details like Village, City, District, or any location-specific info you collect from pet owners.
• Pet fields: Add fields like Insurance Number, Government Animal ID, Passport No., or any ID your clinic requires.
• Supports text, number, and dropdown field types — choose what fits each piece of information.
• Once saved, these fields appear automatically in every case form and the values are stored with each pet's record.
• You can add or remove custom fields at any time — existing saved values are never lost.

Your clinic profile is used across all reports, invoices, and certificates. Fill it in once and it applies everywhere automatically.

• Enter clinic name, address, phone, email, and upload your logo — this appears on all PDF exports.
• Add veterinarian names, degrees, and signature for case papers and certificates.
• Case Paper: Generate a branded case paper from your clinic info, or upload your own existing case paper.
• Add clinic working hours and the list of services your clinic offers.

Required if your clinic has Para Vets creating cases. Every case created by a Para Vet is sent to their assigned Veterinarian for review and approval before it is finalised.

• Link each Para Vet to their supervising Veterinarian from the Vet Assignment page.
• Cases created by a Para Vet are automatically sent to that Vet for verification.
• The Veterinarian is notified when a case is pending their approval.
• A Para Vet can be assigned to one Veterinarian at a time — assignments can be changed anytime.

Reference ranges automatically flag abnormal values in lab reports. Default ranges for common species are pre-loaded — review and adjust based on your clinical preference.

• Default species: Dog, Cat, Rabbit, Bird, Turtle, Horse, Ruminants, Rodents, Reptiles, and more.
• Covers CBC, Biochemistry, and Urine Analysis parameters.
• Add custom species if your clinic treats animals not in the default list.
• Update any parameter's minimum, maximum, or unit anytime — changes apply to all future reports.

Fill this in before creating your first invoice. These settings apply to every invoice generated by your clinic.

• Clinic Info: Clinic name, legal name, mobile, and address for the invoice header.
• Currency: Select the currency for all invoices — INR, USD, EUR, and more are supported.
• Tax / GST: Enable GST and add your GSTIN or Tax ID if applicable.
• Bank Details: Add account name, number, IFSC, and UPI ID — shown on invoices for client payments.
• Terms & Conditions: Add default payment terms or clinic policies shown on every invoice.

Pre-loading your services and stock makes invoice creation much faster — just pick from the saved list instead of entering charges manually every time.

• Services: Add items like Consultation, Blood Report, X-Ray, Vaccination, Surgery — each with a name, type, and rate.
• Stock Items: Add medicines, surgical supplies, and food items with current quantity and selling price.
• When creating an invoice, simply select from your saved catalog — no manual entry needed.
• Stock quantities update automatically as items are added to invoices.
• Low stock alerts notify you when any item falls below its set threshold.

Messaging lets your clinic send vaccination reminders, follow-up alerts, and appointment confirmations directly to pet owners.

• Own number: Enter your Phone Number ID, API Token, and Business Account ID to send from your clinic's number.
• Default: Skip this step — messages will be sent from a shared number automatically at no extra setup.
• Test your connection directly from the settings page before going live.
• Messaging is used across Case Management reminders, Appointments, and Message Campaigns.