How to manage specialist client workflows on Wefido
Use the workflow adapted to your business category to open a record, collect relevant details, update statuses and events, and link appointments.
Open client workflowsWhat you will learn
- 1Open a client under Clients and find the specialist area available for the business category
- 2Create the record with a title, status, priority, next action and only relevant information
- 3Use the provided template for veterinary care, breeding, training, grooming, boarding, sitting, transport or another supported vertical
- 4Record events and notes with the correct status and choose whether to share them with the client
- 5When available link a service, location, operator and slot, then review the history before closing the record
Useful answers for this guide
Why can I not see the specialist area?
It appears only for categories with a dedicated template and after opening a client record. Generic categories use the client record without a vertical workflow.
Are all fields clinical data?
No. Fields vary by category and may cover services, stays, activities, adoptions or transport. Complete only what the real workflow requires.