Explore the Software

Learn the different areas of Petly Plans.

Function bar overview
A Function bar displays at the top of the screen when logged in to the application. This is used to navigate to different areas and to perform a search for ...
Fri, Nov 2, 2018 at 9:52 AM
Dashboard overview
When initially logged in, the application presents a Dashboard that displays at-a-glance summaries for overall plan action performance, new plan sales and...
Tue, May 12, 2015 at 3:25 PM
Client Summary Page overview
The Client Summary Page is used to manage wellness plans. Information about the client and any associated pet(s) are imported from the practice management s...
Thu, Oct 5, 2017 at 4:39 PM
Healthcare Agreement overview
The Healthcare Agreement is a contract between the practice and client that is automatically created when a plan is added. An updated agreement will be crea...
Wed, Oct 10, 2018 at 4:34 PM
Icons and links
You will notice several icons and links used throughout the application. These indicate the following: Image Name ...
Mon, Jan 26, 2015 at 10:36 AM