TailPlan help center

Sign up, set up your clinic, accept the terms, and follow the setup guide.

The recommended order for your first week, step by step.

Design the Wallet card, print the QR poster, and how card changes reach owners.

Upload CSV or Excel exports from your practice software, check columns and dates, re-import safely.

Let your practice software e-mail scheduled reports to your secret import address.

Find overdue patients and invite owners to add their card, overdue owners first.

How plans are made, how the vet confirms them, and how to set your own procedures.

Find owners, add pets, record visits, and the reception actions.

Accept or merge QR sign-ups, and answer card link requests within 2 working days.

Owners' replies and booking requests, and how to answer them.

Wallet first, then Telegram, WhatsApp and SMS; prices at provider cost plus 10%.

Opening hours, the emergency number, the urgent button and the after-hours reply.

What a shared card means for your clinic: what you see, who reminds, billing.

What owners can do themselves and what reaches your Owner requests page.

What happens when reception or the owner reports that a pet passed away.

Move a pet and its plan to a new owner, including breeders and litters.

Plans by active cards, the free month, failed payments and closure.

Two-factor sign-in, recovery codes, team roles and account owners.

Who controls which data, what is encrypted, exports, and which providers process data.

Export, close, the final notice to owners, and deletion after 30 days.

How the support chat in the cabinet works, what it sends, and how to reach a person.