Docs
TailPlan docs
How TailPlan works in a clinic, from the first import to the card on the owner’s phone. The same guides your team sees inside the cabinet.
Getting started
Getting started
Sign up, set up your clinic, accept the terms, and follow the setup guide.
The first week
The recommended order for your first week, step by step.
Importing your client list
Upload CSV or Excel exports from your practice software, check columns and dates, re-import safely.
Import by e-mail
Let your practice software e-mail scheduled reports to your secret import address.
Every day at the clinic
Reception
Find owners, add pets, record visits, and the reception actions.
Plans, the vet screen and the catalog
How plans are made, how the vet confirms them, and how to set your own procedures.
Inbox and booking requests
Owners' replies and booking requests, and how to answer them.
QR sign-ups and card links
Accept or merge QR sign-ups, and answer card link requests within 2 working days.
Audit and sending cards
Find overdue patients and invite owners to add their card, overdue owners first.
Owners, cards and reminders
Your card and the desk poster
Design the Wallet card, print the QR poster, and how card changes reach owners.
Reminders, channels and message prices
Wallet first, then Telegram, WhatsApp and SMS; prices at provider cost plus 10%.
One card per pet (shared cards)
What a shared card means for your clinic: what you see, who reminds, billing.
Owners: reminders, phone changes, sharing, deletion
What owners can do themselves and what reaches your Owner requests page.
Handover to a new owner
Move a pet and its plan to a new owner, including breeders and litters.
When a pet passes away
What happens when reception or the owner reports that a pet passed away.
Emergency settings
Opening hours, the emergency number, the urgent button and the after-hours reply.
Account, security and data
Billing and active cards
Plans by active cards, the free month, failed payments and closure.
Security and team
Two-factor sign-in, recovery codes, team roles and account owners.
Data, privacy and the DPA
Who controls which data, what is encrypted, exports, and which providers process data.
The support chat
How the support chat in the cabinet works, what it sends, and how to reach a person.
Closing your account
Export, close, the final notice to owners, and deletion after 30 days.