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How to add and assign client categories

Learn how to categorize your clients based on the specific needs of your practice

Updated over 3 months ago

If you didn't assign categories to your clients as part of your initial practice setup, no problem! VetLogix makes it easy to do this straight from the desktop admin app (app.vetlogix.io).

Client Categories are useful when you want to be able to filter or sort client records based on the specific needs of your practice. For example, you could create client categories for different types of animals, to identify which clients are employees of your practice, or even which of your clients are in collections.

Check out this short video for how to take advantage of these benefits for your practice.

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