Team & branches
Run one clinic or a network.
Branches that share clients but keep their own stock and money, roles that fit how your team works, and recognition for the people doing it.
Petfolio — Users
Roles that fit your team
Make roles like vet, receptionist, cashier or accountant from 49 permissions. Decide who may see costs, give a discount, refund a sale or close a shift.
And more
The rest of team & branches.
Branches that share clients, not stock
Clients and pets belong to the clinic, so any branch can see them. Stock, tills and money stay with each branch, and transfers move them between branches on the record.
- Each person signs in to their own branch
- Branch profit and loss and sales by branch
Recognise the work
Award points for the work your clinic values, under its own rules, and turn them into a bonus on payroll.
On MaxHelp inside the app
Open a support ticket from the app and follow the conversation with our team there.
On every planYour data, kept safe
Each clinic's records are its own, backed up off-site twice a day. Sign-in supports two-factor authentication.
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.