Clients & loyalty
Clients who come back.
Every client's account in one place, invoices that add up, and points that reward the clients who keep coming back.
Petfolio — Client
On every plan
Every client's account at a glance
Invoices, payments, credit notes and the balance per client, with a statement you can print or send. Overdue invoices are flagged every morning.
- Tax-inclusive prices with the tax shown line by line
- A completed visit's bill builds itself, ready at the till
On Plus and Max
Points that reward paying, not discounting
Clients earn points on what they pay and spend them on a later bill. Welcome and birthday bonuses, expiry and a statement per client. Prices and VAT never change.
- Your rules: earning rate, point value and expiry
- Pay with points at the till or on the invoice
And more
The rest of clients & loyalty.
Find anyone in a keystroke
Press Ctrl K and search clients, pets, visits, invoices and products at once. Arabic spellings match however they are typed, and phone numbers match on their digits.
See Petfolio run a day at your clinic.
We walk your team through a real day: the first visit, the till at closing, and the books the next morning.