Recipe

Client experience and retention

Approve a vaccination a client uploaded

The owner types the vaccine name and the dates. Nothing counts until somebody opens the file and saves their own version.

1 min read · Owner or front desk · Running day to day
Open in Petboost

A certificate a client uploads counts once somebody here has read it and saved the dates on it.

  1. Open the booking from Appointments.
  2. Select the amber Review Vaccination Certificate badge, then Review vaccination certificate.
  3. Read the certificate, then correct Vaccine / label, Administered date and Expiry date to match it.
  4. Select Approve vaccination.

Owner submitted is what the client typed under the file, kept there unedited so you can see what they claimed. Approving logs the entry to the pet's diary under your name and confirms any appointments that were held for it.

Tip

Reject asks for a Reason for rejection, and Reject & notify owner asks the owner to upload a new one. Use it for a photo you cannot read rather than editing the dates into something you are guessing at.