1
Open Clients → + Add client. Enter their name, phone, and email, tick Add a pet after creating client, and click Create.
2
The New Pet form opens with the owner already set. Add the pet's name, species, and breed, then Create.
3
On the client's profile, open the ⋯ More menu and click Send intake form — collect pet details, vet, and consent before the first visit.
4
Click Book to schedule their first appointment: pick the pet & service, set the time, and Create booking. (You'll set the price when you invoice.)
