The first week
The recommended order for your first week, step by step.
The Setup guide (/app/start) follows this order. You can open any page from the menu at any time; in the guide, a step that needs an earlier one (the client list, the card, a confirmed plan, sent cards) opens once that one is done.
Day 1: card and client list
Create your card on the Card page (name, colour, logo, phone, WhatsApp) and upload your client list on the Import page. If your clinic does not send automatic reminders today, the plan starts with the import, so you can see overdue patients first.
Day 2: overdue patients and the vet's plan
The Audit page lists overdue items. The vet then confirms the default plans on the Vet plan screen: one by one or "Confirm default plan for all". Reminders start only for confirmed plans.
Day 3 to 5: poster, cards, two-factor, emergency
Print the desk QR poster (Card → Poster, A5 or a 90 mm sticker) so owners can sign up themselves. Send cards from the Send cards page: owners with overdue pets come first. Turn on two-factor sign-in on the Security page. Add emergency contacts in Settings (opening hours and who to call after hours).
Day 7: results
The overview shows cards installed, cards from QR sign-ups, pets back after a reminder, the on-time rate compared with last month, messages and their cost this month, and the top overdue patients. Mark "results checked" when you have looked.
Something missing? Write to info@tailplan.vet.