Now the application includes more information on the home. We call it "Magic Desk", because it will allow you to do many tasks that will make your daily work easier, "like by magic".
Quick Access Buttons
Customer and Animal Search
CALENDAR: By default, it shows the current day but you can navigate between days and the information shown will change. Now the information for that day will be displayed.
DASHBOARDS: At a glance, "in a magical way", you will see a lot of information for the selected day. Remember that if you choose another day on the calendar, the information for that day will be displayed.
We explain in detail what each of the panels "means" or what information it displays:
Appointments: Shows the appointments scheduled for that day. (Those pending, if we have already attended 3 appointments, it will show the ones left for today)
Consultations: Displays the number of consultations or services you have provided on that day
Animals: Shows the number of animals you have attended to in those consultations on that day
Billing: Displays the money you have earned from those consultations or services on that day.
In addition, at the bottom of these panels, there are Quick Access Buttons that allow you to:
Schedule a new appointment
Record a new consultation
View all animals
Or check the billing
Includes an advanced customer and animal search to locate customers and animals quickly
It only shows 25 results, so if there are more than 25 matches, they will not all be displayed.
Check the use of search engines and how to do advanced searches:
The daily appointment Agenda for the selected day will help you manage them quickly.
It includes basic information about the customer and animals, and if they have selected a pickup and/or delivery service, an indicator will appear in the respective option.
In each appointment, you have quick access buttons for:
View or modify that appointment
When the client is already in the clinic, mark them as "in the waiting room"
Start working on that consultation
And cancel it
Overdue Appointments: If, for example, there was a scheduled appointment yesterday but it wasn't done, today in the agenda, you will see that appointment marked as Overdue.
You can delete it or modify it if, for example, the client wants to change the date/time.
If you don't want overdue appointments to appear, select the option Settings > Advanced Settings > Show Overdue = NO.
Reminders, tasks, and events for that day: If you need to call Claudia next week, include a reminder, and the software will remind you on the indicated day.
The quick access keys allow you to go to see that event/reminder/... and add a new event/reminder/reservation...
If you mark a reminder as Urgent, it will appear with the Urgent indicator so that you can quickly see the most urgent matters and prioritize your tasks.
The events you have recorded for today, the tasks and their priority, and any notice for clients, animals, suppliers, ...
If you have to call Stephany next week, include a notice, and the software will remind you on the day indicated.
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