Desktop Admin App
Everything you need to know about setting up and using the desktop admin app.
41 articles
Getting Started & Access Guide
Information on how to access the VetLogix desktop and scheduling apps, device requirements and more.
Supported browsersInternet browsers compatible with the VetLogix desktop admin app
How to login to the desktop admin appHow to login to vetlogix.io
What to do if you forgot your passwordHow to reset your VetLogix password from either the desktop admin or mobile app
How to change your passwordStep-by-step instructions on how to change your password for VetLogix
Desktop Admin Account Setup - The Basics
The different elements that need to be created as part of your initial account setup.
Practice managementHow to upload your practice's logo, set your practice's address information and more
How to setup taxesStep-by-step instructions to help you configure tax settings for your practice
How to setup GL AccountsLearn how to setup the financial information for your practice in VetLogix
Users
All training materials relating to the management of users.
User managementLearn how to create and manage your users
Understanding the different user rolesHow to know which role to assign your user
Adding Products, Services & Bundles
Learn how to create and manage products and services for your practice.
How to add and manage service categoriesStep-by-step instructions for creating and managing service categories for your practice
How to add and manage servicesStep-by-step instructions for creating and managing services for your practice
How to add and manage product categoriesStep-by-step instructions for creating and managing product categories for your practice
How to add and manage productsStep-by-step instructions for creating and managing products for your practice
How to setup bundlesLearn how to bundle together products and services
Pricing
Learn how to setup price lists, discounts and pricing overrides.
How to create a price listLearn how to create a standard price list for your products and services
How to create and manage price lists for item-specific overridesLearn how to customize pricing to support overrides on specific products and services
How to create and manage price lists for volume discountsLearn how to customize pricing to support offering volume discounts on large purchases
How to create and manage price lists for discount percentagesLearn how to customize pricing to support offering percentage-based discounts on specific products and services
How to create discountsLearn how to add discounts that don't have to be linked to a specific product or service
Rate Schedules
Everything you need to know about adding custom rate schedules for the services you offer.
How to add a rate scheduleLearn how to create additional rate schedules to support your practice needs
Inventory
Learn how to manage all aspects of inventory for your practice, from adding storage locations to transferring inventory.
How to add storage locationsThis is the first step to getting your inventory setup in VetLogix
How to add vendorsThis is the second step toward getting your inventory setup in VetLogix
How to create a purchase orderLearn how to add products to your inventory with purchase orders
How to receive a purchase orderLearn the second part of purchase orders, which is getting products into your inventory
How to view inventory levelsLearn how easily view stock levels amongst the different storage locations your practice has
How to transfer inventory between locationsLearn how your practice can ensure the right supplies are available when and where they’re needed most
How to conduct inventory countsTaking inventory of each of your storage locations is a breeze with VetLogix
Finance
Learn how to manage invoices, statements and record payments.
StatementsStatements help you simplify account management and improve transparency with your clients
Clients
Everything relating to the management of all your clients.
How to add a new clientAdding new clients is a breeze with logical and intuitive fields to help you through the setup process
How to manage client profiles and settingsVetLogix provides a centralized and intuitive way to manage client information
How to add and assign client categoriesLearn how to categorize your clients based on the specific needs of your practice
How to add business lines and assign them to clientsLearn how assigning business lines can help practices provide more personalized services and tailored communication
Scheduling
From event types to work orders, learn everything you need in order to manage the scheduling needs for your practice.
How to add and manage event typesGetting your event types setup in the desktop admin app is the first step toward using the scheduling tools in VetLogix
How to add and manage work order typesSetting up work order types is the second step toward using the VetLogix scheduling tools
How to add and manage tasksPractices can create, assign, or claim billable tasks with ease using VetLogix
How to add and manage open requestsLearn how to handle incoming client requests not already on the schedule
How to add and manage eventsThe scheduling calendar allows practices to efficiently manage everything from farm visits to staff meetings
Treatment Protocols
Learn how to add your treatment protocols to VetLogix
Treatment protocols overviewAn introduction to managing treatment protocols and their related components
How to add treatment protocolsLearn how to create, configure and publish treatment protocols
Binder managementUsing the binders feature, you can bundle together multiple treatment protocols and assign them to clients
Charting Templates
Learn how to add charting templates for your practice
How to create charting templatesLearn how to create and customize charting templates for streamlined documentation in your practice