Here you can adjust the Petleo settings for your practice or clinic yourself:


settings.petleo.app

Frequently asked questions

Appointment booking
Customer registration
Support

Where can I find the link to book appointments for my customers?

To get the Petleo links and QR codes for your website, please follow these steps.

  1. Registration with Petleo Connect:
  2. Navigate to the marketing area:
    • After logging in, click on the "Marketing" tab in the left-hand menu.
  3. Call up links and QR codes:
    • In the marketing area, you have the option of generating specific links and QR codes for various purposes
      • Appointment booking: Here you can create a link that you can embed on your website or send directly to customers. You can also generate a QR code that customers can scan with their smartphone to go directly to the appointment booking page.
  4. Integration on your website:
    • Copy the generated links and insert them in the desired places on your website, for example as a button or hyperlink.
    • You can download the QR codes as an image file and place them on your website or in printed materials so that customers can scan them with their smartphone.

By providing these links and QR codes on your website, you enable your customers to conveniently book appointments online, reducing the administrative burden on your practice.

‍

Where can I set the lead time for online bookings?

You can specify how far in advance pet owners can book appointments:

  1. Open Petleo Connect and log in.
  2. In the left-hand menu, navigate to Clinic > Appointment booking > Advanced settings
  3. Under "Bookings in advance maximum possible until" you can set the desired period.

This helps you to better control scheduling - e.g. if you only want to allow short-term bookings.

Where do I set that new customers get more time for their appointment?

For new customers, you can schedule additional time, e.g. to take a medical history or conduct an initial intake:

  1. Log in to Petleo Connect.
  2. Go to Clinic > Appointment booking > Advanced settings
  3. Under "New customers require additional time from", you specify the additional duration for new patients.

Alternatively, you can also activate a freeze for new customers here - new customers will then not see any free dates in the booking calendar.

How can I determine which animal species and treatments are offered in my practice?

To define the animal species and treatments offered by your practice in Petleo Connect, proceed as follows:

  1. Registration: Log in to Petleo Connect with your access data.
  2. Navigate: Click on the "Clinic" tab in the left-hand menu.
  3. Select services: Under the "Appointment booking" section, select the "Animal species & services" item.
  4. Specify animal species: Here you can select the animal species for which your practice offers treatments. Expand the relevant categories and select the desired animal species.
  5. Assign treatments: Within each animal species, you can select specific treatments that you would like to offer.

Note: Make sure that at least one member of staff is assigned to each treatment offered so that it is available for online booking.

How can I enter specific information or questions for a treatment in the booking process?

To add additional information or questions for specific treatments during the booking process:

  1. Open edit mode: In Petleo Connect, navigate to "Clinic" > "Pet Types & Services" and edit the desired treatment.
  2. Add notes: In the editing window you will find the field "Notes for the appointment reminder". Here you can enter specific instructions or questions that will be displayed to the customer during the appointment booking.
    • Example: "Please bring your pet's vaccination record with you to the appointment."

How can I add a new treatment or edit existing treatments?

To create new treatments in Petleo Connect or edit existing ones:

  1. Access to services: Log in to Petleo Connect and navigate to "Clinic" > "Pet Types & Services".
  2. Add new treatment:
    • Click on the "Add new treatment" button.
    • Enter the name of the treatment and select the corresponding category.
    • Define for which animal species this treatment should be available.
  3. Edit existing treatment:
    • Search for the desired treatment in the list.
    • Click on the three dots ("⋯") to the right of the treatment and select "Edit".
    • Make the desired changes, such as adjusting the name, the category or the available animal species.

Note: Standard Petleo treatments cannot be renamed or moved to another category.

How can I add medical information about a patient and share it with the customer?

In Petleo Connect, you can add health data such as findings, X-rays or vital signs to the patient profile - and share them directly with the owner.

This is how it works:

  1. Prerequisite:
    Customers must agree to share their data with the practice when registering a patient. (This option can be activated under Clinic > Customer registration.)
    You must make the setting in Connect under Customer registration > Advanced settings to allow access to the pet owner's data.
  2. Call up the patient:
    Go to Customers, select the animal and open the ♡ Health tab.
    (If the tab is missing, the customer has not given approval.)
  3. Upload medical files:
    In the Files > Medical section, you can upload new documents such as PDFs, lab results or images.
  4. Set reminders (optional):
    Reminders - e.g. for check-up appointments - can also be stored directly in the patient profile.

How can I customize the registration questionnaire for customers?

In Petleo Connect, you can individually expand the questionnaire for customer registration - e.g. with questions about allergies, the type of housing or special features for home visits.

This is how it works:

  1. Log in to Petleo Connect and navigate in the menu to Clinic > Customer registration >Customer registration questionnaire .
  2. You can add new questions there - as:
    • Yes/No question
    • Multiple Choice
    • Free text field
    • Link or document
  3. You can specify whether a question is mandatory and whether follow-up questions should appear depending on the answers.
    • Example: If "Allergies known?" "Yes", the follow-up question "Which ones?" appears
  4. The order of the questions can be adjusted using drag & drop.

Why this makes sense:

With a customized questionnaire, you can record all the information relevant to your practice before the first visit - and save time during the admission process.

‍

How can I add medical documents to a patient and share them with the owner?

To add medical information such as x-rays or vital signs to a patient in Petleo Connect and share it with the pet owner, please follow these steps:

  1. Registration: Log in to Petleo Connect with your access data.
  2. Customize digital patient admission:
    • Navigate to "Clinic" in the left-hand menu.
    • Open the advanced settings in the "Customer registration" area.
    • Activate the option to ask customers during registration whether they want to share their file with you.
  3. Customer view during patient admission:
    • During the process, the customer is now asked whether they would like to share their data with your practice.
  4. Call up patient data:
    • Click on "Customers" in the left-hand menu.
    • Select the relevant customer and the associated animal.
  5. View health data:
    • Click on the "♡ Health" tab.
    • Note: If this tab is not visible, the customer has not agreed to share their data with you.
  6. Upload documents:
    • Under the "Files" section, select "Medical".
    • Click on the plus symbol to upload new documents.
  7. Set reminders for the customer:
    • You can set reminders for the customer so that they are reminded of upcoming appointments or measures by push message.

These steps allow you to efficiently add medical information to a patient and ensure that the pet owner is always aware of relevant health data about their pet.

Where can I find the link to digital patient admission for my customers?

To get the Petleo links and QR codes for your website, please follow these steps.

  1. Registration with Petleo Connect:
  2. Navigate to the marketing area:
    • After logging in, click on the "Marketing" tab in the left-hand menu.
  3. Call up links and QR codes:
    • In the marketing area, you have the option of generating specific links and QR codes for various purposes
      • Customer registration: As with appointment booking, you can also create a specific link and QR code here to make it easier for new customers to register.
  4. Integration on your website:
    • Copy the generated links and insert them in the desired places on your website, for example as a button or hyperlink.
    • You can download the QR codes as an image file and place them on your website or in printed materials so that customers can scan them with their smartphone.

By providing these links and QR codes on your website, you enable your customers to register online, which reduces the administrative workload in your practice.

How can I contact the Petleo team?

To contact the Petleo team, you have the following options:
‍General inquiries: Send an email tohilfe@petleo.net.Buchhaltungsfragen: Contact us atBuchhaltung@petleo.net.Kurze Enquiries: Make an appointment for a brief consultation via our online calendar.
‍Technicalsupport: For IT support, please book an appointment via our support calendar.please preferably use these contact channels, as we are not always available by phone. This way we can ensure that we are optimally prepared for your request and can help you efficiently.

How can I inform my customers about Petleo?

Petleo will send you practice materials (posters, displays for the counter, flyers) free of charge by post, which you can display in your practice. The materials include a QR code that your customers can use to book their appointments digitally or to register. In addition, you can draw attention to the appointment booking via Petleo on your answering machine, on your social media and on your website.

Where can I find the link to book appointments for my customers?

To get the Petleo links and QR codes for your website, please follow these steps.

  1. Registration with Petleo Connect:
  2. Navigate to the marketing area:
    • After logging in, click on the "Marketing" tab in the left-hand menu.
  3. Call up links and QR codes:
    • In the marketing area, you have the option of generating specific links and QR codes for various purposes
      • Appointment booking: Here you can create a link that you can embed on your website or send directly to customers. You can also generate a QR code that customers can scan with their smartphone to go directly to the appointment booking page.
      • Customer registration: As with appointment booking, you can also create a specific link and QR code here to make it easier for new customers to register.
  4. Integration on your website:
    • Copy the generated links and insert them in the desired places on your website, for example as a button or hyperlink.
    • You can download the QR codes as an image file and place them on your website or in printed materials so that customers can scan them with their smartphone.

By providing these links and QR codes on your website, you enable your customers to conveniently book appointments or register online, which reduces the administrative burden on your practice.

‍

Frequently asked questions

Appointment booking
Digital patient admission
Support

Where can I find the link to book appointments for my customers?

To get the Petleo links and QR codes for your website, please follow these steps.

  1. Registration with Petleo Connect:
  2. Navigate to the marketing area:
    • After logging in, click on the "Marketing" tab in the left-hand menu.
  3. Call up links and QR codes:
    • In the marketing area, you have the option of generating specific links and QR codes for various purposes
      • Appointment booking: Here you can create a link that you can embed on your website or send directly to customers. You can also generate a QR code that customers can scan with their smartphone to go directly to the appointment booking page.
  4. Integration on your website:
    • Copy the generated links and insert them in the desired places on your website, for example as a button or hyperlink.
    • You can download the QR codes as an image file and place them on your website or in printed materials so that customers can scan them with their smartphone.

By providing these links and QR codes on your website, you enable your customers to conveniently book appointments online, reducing the administrative burden on your practice.

‍

Where can I set the lead time for online bookings?

You can specify how far in advance pet owners can book appointments:

  1. Open Petleo Connect and log in.
  2. Navigate to Clinic > Booking rules & general information in the menu on the left.
  3. Under "Bookings in advance maximum possible until" you can set the desired period.

This helps you to better control scheduling - e.g. if you only want to allow short-term bookings.

Where do I set that new customers get more time for their appointment?

For new customers, you can schedule additional time, e.g. to take a medical history or conduct an initial intake:

  1. Log in to Petleo Connect.
  2. Go to Clinic > Booking rules & general information.
  3. Under "New customers require additional time from", you specify the additional duration for new patients.

Alternatively, you can also activate a freeze for new customers here - new customers will then not see any free dates in the booking calendar.

How can I determine which animal species and treatments are offered in my practice?

To define the animal species and treatments offered by your practice in Petleo Connect, proceed as follows:

  1. Registration: Log in to Petleo Connect with your access data.
  2. Navigate: Click on the "Clinic" tab in the left-hand menu.
  3. Select services: Under the "Appointment booking" section, select the "Services" item.
  4. Specify animal species: Here you can select the animal species for which your practice offers treatments. Expand the relevant categories and select the desired animal species.
  5. Assign treatments: Within each animal species, you can select specific treatments that you would like to offer.

Note: Make sure that at least one member of staff is assigned to each treatment offered so that it is available for online booking.

How can I enter specific information or questions for a treatment in the booking process?

To add additional information or questions for specific treatments during the booking process:

  1. Open edit mode: In Petleo Connect, navigate to "Clinic" > "Services" and edit the desired treatment.
  2. Add notes: In the editing window you will find the field "Notes for the appointment reminder". Here you can enter specific instructions or questions that will be displayed to the customer during the appointment booking.
    • Example: "Please bring your pet's vaccination record with you to the appointment."

How can I add a new treatment or edit existing treatments?

To create new treatments in Petleo Connect or edit existing ones:

  1. Access to services: Log in to Petleo Connect and navigate to "Clinic" > "Services".
  2. Add new treatment:
    • Click on the "Add new treatment" button.
    • Enter the name of the treatment and select the corresponding category.
    • Define for which animal species this treatment should be available.
  3. Edit existing treatment:
    • Search for the desired treatment in the list.
    • Click on the three dots ("⋯") to the right of the treatment and select "Edit".
    • Make the desired changes, such as adjusting the name, the category or the available animal species.

Note: Standard Petleo treatments cannot be renamed or moved to another category.

How can I add medical information about a patient and share it with the customer?

In Petleo Connect, you can add health data such as findings, X-rays or vital signs to the patient profile - and share them directly with the owner.

This is how it works:

  1. Prerequisite:
    Customers must agree to share their data with the practice when admitting patients. (This option can be activated under Clinic > Digital patient admission.)
    You must make the setting in Connect under Digital patient admission > Additional information to receive access to the pet owner's data.
  2. Call up the patient:
    Go to Customers, select the animal and open the ♡ Health tab.
    (If the tab is missing, the customer has not given approval.)
  3. Upload medical files:
    In the Files > Medical section, you can upload new documents such as PDFs, lab results or images.
  4. Set reminders (optional):
    Reminders - e.g. for check-up appointments - can also be stored directly in the patient profile.

How can I customize the registration questionnaire for customers?

In Petleo Connect, you can individually expand the questionnaire for customer registration - e.g. with questions about allergies, the type of housing or special features for home visits.

This is how it works:

  1. Log in to Petleo Connect and navigate in the menu to Clinic > Digital patient admission > Individual questions and notes .
  2. You can add new questions there - as:
    • Yes/No question
    • Multiple Choice
    • Free text field
    • Link or document
  3. You can specify whether a question is mandatory and whether follow-up questions should appear depending on the answers.
    • Example: If "Allergies known?" "Yes", the follow-up question "Which ones?" appears
  4. The order of the questions can be adjusted using drag & drop.

Why this makes sense:

With a customized questionnaire, you can record all the information relevant to your practice before the first visit - and save time during the admission process.

‍

How can I add medical documents to a patient and share them with the owner?

To add medical information such as x-rays or vital signs to a patient in Petleo Connect and share it with the pet owner, please follow these steps:

  1. Registration: Log in to Petleo Connect with your access data.
  2. Customize digital patient admission:
    • Navigate to "Clinic" in the left-hand menu.
    • Open the advanced settings in the "Digital patient recording" area.
    • Activate the option to ask customers during registration whether they want to share their file with you.
  3. Customer view during patient admission:
    • During the process, the customer is now asked whether they would like to share their data with your practice.
  4. Call up patient data:
    • Click on "Customers" in the left-hand menu.
    • Select the relevant customer and the associated animal.
  5. View health data:
    • Click on the "♡ Health" tab.
    • Note: If this tab is not visible, the customer has not agreed to share their data with you.
  6. Upload documents:
    • Under the "Files" section, select "Medical".
    • Click on the plus symbol to upload new documents.
  7. Set reminders for the customer:
    • You can set reminders for the customer so that they are reminded of upcoming appointments or measures by push message.

These steps allow you to efficiently add medical information to a patient and ensure that the pet owner is always aware of relevant health data about their pet.

Where can I find the link to digital patient admission for my customers?

To get the Petleo links and QR codes for your website, please follow these steps.

  1. Registration with Petleo Connect:
  2. Navigate to the marketing area:
    • After logging in, click on the "Marketing" tab in the left-hand menu.
  3. Call up links and QR codes:
    • In the marketing area, you have the option of generating specific links and QR codes for various purposes
      • Digital patient registration: As with appointment booking, you can also create a specific link and QR code here to make it easier for new customers to register.
  4. Integration on your website:
    • Copy the generated links and insert them in the desired places on your website, for example as a button or hyperlink.
    • You can download the QR codes as an image file and place them on your website or in printed materials so that customers can scan them with their smartphone.

By providing these links and QR codes on your website, you enable your customers to register online, which reduces the administrative workload in your practice.

How can I contact the Petleo team?

To contact the Petleo team, you have the following options:
‍General inquiries: Send an email tohilfe@petleo.net.Buchhaltungsfragen: Contact us atBuchhaltung@petleo.net.Kurze Enquiries: Make an appointment for a brief consultation via our online calendar.
‍Technicalsupport: For IT support, please book an appointment via our support calendar.please preferably use these contact channels, as we are not always available by phone. This way we can ensure that we are optimally prepared for your request and can help you efficiently.

How can I inform my customers about Petleo?

Petleo will send you practice materials (posters, displays for the counter, flyers) free of charge by post, which you can display in your practice. The materials include a QR code that your customers can use to book their appointments digitally or to register. In addition, you can draw attention to the appointment booking via Petleo on your answering machine, on your social media and on your website.

Where can I find the link to book appointments for my customers?

To get the Petleo links and QR codes for your website, please follow these steps.

  1. Registration with Petleo Connect:
  2. Navigate to the marketing area:
    • After logging in, click on the "Marketing" tab in the left-hand menu.
  3. Call up links and QR codes:
    • In the marketing area, you have the option of generating specific links and QR codes for various purposes
      • Appointment booking: Here you can create a link that you can embed on your website or send directly to customers. You can also generate a QR code that customers can scan with their smartphone to go directly to the appointment booking page.
      • Customer registration: As with appointment booking, you can also create a specific link and QR code here to make it easier for new customers to register.
  4. Integration on your website:
    • Copy the generated links and insert them in the desired places on your website, for example as a button or hyperlink.
    • You can download the QR codes as an image file and place them on your website or in printed materials so that customers can scan them with their smartphone.

By providing these links and QR codes on your website, you enable your customers to conveniently book appointments or register online, which reduces the administrative burden on your practice.

‍

How we deal with technical problems

FAQ

You are reporting a technical problem.

Whether you have a team of 2 or 200, our shared team inboxes keep everyone on the same page and in the loop.

You opt for Petleo.

An all-in-one customer service platform that helps you balance everything your customers need to be happy.

One of our employees will take care of it as quickly as possible.

Measure what matters with Untitled's easy-to-use reports. You can filter, export, and drilldown on the data in a couple clicks.

You will receive free practical materials

Solve a problem or close a sale in real-time with chat. If no one is available, customers are seamlessly routed to email without confusion.

Please write to us.

Do you have any questions or comments? We are happy to receive any kind of feedback, suggestions for improvement, applications or cooperation requests.

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