How to use Tag Tool ?

How to use Tag Tool ?

Go to "Preferences" >> "Templates & Attachments">> "Default Templates">> to make changes in template by using tags

Step 1: Go to "Preferences"

Step 2: Go to "Templates and Attachments"

Step 3: Select "Default Templates"

Select the Templates that you would like to change:

Step 4: (Using just for references) "Cover Emails"

Step 5: Under "Cover Emails" >> Using "Boarding Certificate email"  

Step 6: Use the "View key words" (This would help you get the details automatically)

Step 7: Building the Email Template using the Key words.

  1. $$patient$$ (will be replaced by Patient name)
  2. $$firstname$$ (will be replaced by Client First name)
  3. $$lastname$$ (will be replaced by Client Last name)


Step 8: Click on "Preview" to view the email contact if its okay and then save.

    • Related Articles

    • Email Tag Tools (Email Templates)

      List of all unique Tool Tags for use in VETport email template: This are all unique tag list which can be used in any email template. $$clinicadd$$ - will be replaced by Clinic Name & Address $$cliniccontactinfo$$ - will be replaced by the Clinic ...

    • How to assign a pet to patient tag ?

      Step 1 :  Click on the Pet's name on the Patient Tool bar.  Step 2 :  In the side menu that appears, click on Edit details.  Step 3 : Click on the edit next to tag cloud and save after entering the tag. 

    • How to add a Rabies tag ID on pet's record ?

      Step 1 :  Click on the Pet's name on the Patient Tool bar.  Step 2 :  In the side menu that appears, click on Edit details.  Step 3 : Click on the edit option next to Other Information, enter the tag and click on save

    • How to generate a report on Rabies Tag Report ?

      Go to the hamburger: Step 1 : Click on Analytics & Reports >> Click on Miscellaneous Reports Step 2 : Click on Rabies Tag report.

    • How to tag a client to a specific group ?

      Step 1 : Click on the Client Name on the Client toolbar.  Step 2 : In the side menu that appears, click on edit details.  Step 3 :  Click on the edit option next to Tag cloud. Enter the Tag and click on save.  ​