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Messages and follow-ups from pet cards

Add a follow-up appointment from a pet card and send the owner a WhatsApp or email message.

From a pet card you can add a follow-up and send messages to the pet owner. A follow-up is a new appointment for the pet, for example a check-up, vaccination or illness.

A pet card with the WhatsApp button

Add a follow-up#

  1. On the pet card, select the WhatsApp button. The message queue opens. It lists any follow-ups already set for this pet, or is empty if there are none.

    The message queue for a pet with one follow-up

  2. Select New follow up at the top right.

  3. Enter the date, time and visit type.
  4. Choose how to tell the owner:

    • Turn the appointment message and reminder on or off.
    • Choose WhatsApp, Email or both.
    • To send no messages or reminders, turn messaging off.

    The new follow-up form with messaging options

  5. Select Submit. The owner receives the messages you chose.

    The follow-up message the owner receives

Manage a follow-up#

  1. On the pet card, select the WhatsApp button to see the follow-ups you created.

    The follow-up list on a pet card

  2. For a follow-up, you can:

Reschedule a follow-up#

The Reschedule button stays turned off until you change the date or time.

  1. Change the date and time of the follow-up.
  2. Select Reschedule.

    A follow-up with a new date and the Reschedule button

  3. Choose whether to share the new appointment details with the owner by WhatsApp and email.

    The option to share the rescheduled appointment with the owner

To see all appointments in one place, see Appointments.

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