Creating a Pet Collar & Size on pets account
Video How to:
https://www.loom.com/share/4c6ef09693ef4539b5c52aa35d9b48bd?sid=feb7d0ca-fd2c-44ca-8a0c-1321c8d65b0f
Objective
To provide a clear and concise procedure for team members to create customized pet collars efficiently and accurately, ensuring that all necessary information is included and printed correctly.
Key Steps
Access the Pet Collar Template:
- Navigate to the left-hand sidebar.
- Click on the Settings option.
- Select the Operations tab.
- Click on Pet Collar Template.
Add a New Collar Template:
- Click the Add New button to create a collar for a specific service category (e.g., daycare, boarding, walks).
- You can create multiple collars for different categories as needed.
Customize Collar Information:
- Identify the areas on the collar (left, center, right) where you want to place information.
- Delete any placeholder text in these areas.
- Use the hashtag (#) symbol to indicate where to enter information.
- Enter the desired information in the following format:
- Example:
#PetName#, #Gender#, #OtherInfo#
- Continue adding information as needed, separating each with a comma.
Finalize and Save the Collar:
- Review the collar template to ensure all information is accurate and formatted correctly.
- Click the Add button to save the collar template.
Print the Collar:
- To print the collar, ensure the pet is checked in.
- You can print from:
- The pet's profile.
- The appointment screen by clicking on the three dots.
- The pet's account by selecting the appropriate size collar.
- Choose the correct collar size based on the pet (e.g., 6 inches for tiny dogs).
Set Up the Printer:
- Use IDEXX printers for collar printing.
- Add the IDEXX printer to your computer.
- When printing, select the IDEXX printer from the print options.
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