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Practice Dashboard

Practice Dashboard: Engagement Stats

The following engagement stats are reported monthly (circle) and all-time (square): Orders = Total order requests submitted through the mobile app. Appointments = Total appointment requests submitted…

Updated by Karyn Ekola, CVPM

Practice Dashboard: App Download Stats

Total users — This number represents the total number of users who have downloaded your app, verified their account, logged in to the app, and accepted the terms and conditions. Users connected to da…

Updated by Karyn Ekola, CVPM

Creating a Manager Account in the Practice Dashboard

The practice dashboard has different levels of access. The highest level of access is the Manager role. When you receive initial notice that your dashboard is ready for you to begin using, you will b…

Updated by Karyn Ekola, CVPM

Invite or Assign Other Users 'Manager' Status

Any user can be assigned Manager status by another Manager. To do this, find the user you wish to assign Manager status in the User list. Click on their name to open the user dashboard. Once inside t…

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Getting to Know Your Practice Dashboard

Your practice dashboard is the primary hub of the backend of your Vet2Pet platform. Only users with assigned roles and privileges will be able to access the practice dashboard. If you would like to a…

Updated by Karyn Ekola, CVPM

Creating Roles and Privileges for Your Team

You can create limited dashboard access for your staff by creating “roles” that are associated with certain features in the dashboard. Some practices do not want their team to be able to view loyalty…

Updated

Deploying Invite All and Reinvite All

Inviting Clients to Your App Once your app is live, and if your PMS has a full data connection with Vet2Pet , we are able to pull a report of all active clients with an email on file, who have had a…

Updated by Karyn Ekola, CVPM

Directions for Adding Dashboard to Phone or Tablet

The most efficient way to send pictures as personal push notifications is to snap photos on a mobile device or tablet. A practice smartphone or tablet works great! Use this for quick postoperative ph…

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Client % Calculation

This percentage is calculated by the number of active app users divided by the total number of clients in their system that have had a transaction in the past 12 months. You will not see this calcula…

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Practice Dashboard: Revenue Per Client Loyalty Program Graph

Revenue Per Client Loyalty Program Graph. As your clients begin to participate in your loyalty program, you will be able to use the below graph to evaluate their spending behavior. Graph definitions.…

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QR code and app store links

There are several resources available for practices to help with promoting the mobile app under Settings > Practice Info. Here is where you will find the following: Direct links to your app on the Go…

Updated by Karyn Ekola, CVPM

Practice Dashboard: Loyalty Program Revenue Tracker

Congratulations! It's your 1-year "app-iversary"! After you have used your loyalty program for one year, the Loyalty Program Revenue Tracker will appear on the main page in your practice dashboard. T…

Updated

Multi-Location Feature

Practices that have multiple locations that share the same practice management software database can add additional locations in the mobile app. Want to add an additional location? Click HERE. There…

Updated by Karyn Ekola, CVPM

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