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.
Users
All training materials relating to the management of users.
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.
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.
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