How fast can we start with Planfix for the clinic?

You can start with intake and calendars on day one. Connect the clinic mailbox and key messengers, map tasks to Planner lists, and give reception an intake view. After that you can add incident templates, dashboards, and automation in small steps.

Can doctors work only from Planner views?

Yes. Doctors do not have to open the whole system. Give them a personal Planner with only their cases, reschedules, and today’s calendar. Tasks already contain owner, pet, and visit data, so doctors work faster and leave comments for the team.

Can pet owners check status without calling reception?

You can share a client dashboard with VIP owners. They see appointment status, support tickets, and comments that are meant for them. This cuts phone load on reception and lets you prove what the clinic did for the pet.

Can we document incidents and complaints for audit?

Yes. Use task templates with required fields for severity, pet, visit, doctor, and attachments. Route incidents to a manager board using status sets and track time to resolution. Everything stays in one audit trail, which is essential for clinical accountability.

Veterinary clinics - scheduling, support & incidents

One Inbox for the Clinic

Collect every call, chat, email, form, and messenger thread in one intake. Planfix converts them to tasks, drops them in the right queue on the first try, and keeps the full history for managers.

Omnichannel intake

Channel to Task

Turn calls, chats, emails, and forms into structured clinic tasks with owner and pet context.

Planner Queues

Use conditional Planner lists so the right vet, reception, or manager sees the task first.

Client Dashboards

Give VIP owners a dashboard to check appointment or ticket status without calling reception.

Show the Value Fast

Tasks move between lists because fields change, not because staff drag cards. Owners can see status on a dashboard. Reception spends less time chasing who owns the case.

Use status rules

Every Owner Message

Store source, pet, and topic on the task so doctors see what happened instantly.

Calendar Aware

Book only into available slots because Planfix respects clinic and doctor calendars.

Reporting for Managers

Counts by channel, reason, doctor, and overdue incidents without exporting to Excel.

Evidence Attached

Attach photos, bills, and test results so complaint handling stays traceable and auditable.

If This Sounds Familiar

Lost context

Owners write in several messengers and staff lose the thread across tools.

Undocumented incidents

Issues are handled but not recorded, so leadership sees them too late.

No clinic view

You cannot show what was actually done today for owners and pets.

Appointments in One Place

Capture the request from phone, email, or messenger and turn it into a task. Identify client and pet from the CRM, check doctor calendars to avoid double booking, and notify the owner from the same task.

See calendars

Post-visit Support

Classify tasks as support so they land in the correct Planner list immediately.

AI Data Extraction

Use AI-like robots to pull symptoms, visit dates, and invoice numbers into fields.

Close the Loop

Reply in the same channel so you keep the audit trail and assure the owner.

Incident and Complaint Control

Create incident tasks from templates with severity, pet, visit, and doctor fields. Route them to manager boards through status sets so nothing sits in reception. Track SLA to resolution and keep documents attached.

Incident template