The available types of documents are:

Type	Software	When it appears
Booking	Hotel and Daycare Breeding	When making or editing a booking When booking a puppy
Check-in	Hotel and Daycare	When making or editing a check-in
Check-out	Hotel and Daycare	When making or editing a check-out
Appointment	Grooming and Training	When making or editing an appointment
Service	Grooming and Training	When making or editing a service
Consultation	Veterinary	When making or editing a consultation
Prescription	Veterinary	In a consultation, when making and editing a prescription or prescription
Sale	All	When making or editing a sale/invoice
Privacy	All	In the Privacy options When adding a new Customer or Supplier
Purchase	PetShop	When making or editing a purchase from a supplier
Other	All	---

To add a new document or contract, you just have to click on the ADD button. A pop-up window will appear:

The most complete editor for your documents and contracts

1. Document Title. You can use a title that helps identify it (e.g. "Hotel Stay Conditions")

2. Document Creation Date

3. Type. You can select the appropriate one

4. Editor Toolbar. To format the document (colors, fonts, paragraph alignment, etc.)

5. Document Content. Here you can see how the document is being formatted as you apply styles.

6. Action Buttons: You can delete a document or, if you've made changes, save them.

The document editor toolbar

As you can see, you have all the tools to format your documents and contracts in a very simple way. You can include emojis, tables, and links, choose the colors and fonts you prefer, and use many layout options for a super fast and easy document formatting.

In the formatting bar, you can choose the font type, size, color, paragraph alignment, bullet points and an option that will be incredibly useful for you: TEMPLATE TEXTS.

For example, if in a sales document or contract, we want to include the customer's name and contact information, it is not necessary to manually write them in each document for every customer.

The process is very simple. We can include a template text CUSTOMER > NAME, and when making a sale, if we want to print the document, the software will automatically replace it with the name of that customer.

You can then send the contract by email to your customers with their information automatically filled by the system so your customers can sign the contract and send it back to you.

When clicking this icon all available template texts will appear:

Available templates texts

We have included different types of templates with the most commonly used options in documents and contracts:

Type	Name	Replaced with
Your Business Details	Business > Legal Name	The information you saved in the Settings > Company Details option
	Business > Tax ID
	Business > More information
	Business > Full Address
	Business > Mobile Phone
	Business > Landline
	Business > Email
	Business > Website
	Business > Logo
Your Customer Details	Customer > Name	The information of that customer
	Customer > ID
	Customer > Full Address (Address, City, Province, and Country)
	Customer > Mobile Phone
	Customer > Email
Patient (Animal) Information	Pet > Name	The information of that animal (Veterinary)
	Pet > Specie
	Pet > MicroChip
	Pet > Gender
	Pet > Age
	Pet > Last Weight
Prescription	Prescription > Medication (Name)	The data of this Prescription
	Prescription > Format
	Prescription > Number
	Prescription > Amount
	Prescription > Frecuency
	Prescription > Duration)
	Prescription > Indications (recomendations)
Veterinary	Veterinary > Name	Veterinarian's Data
	Veterinarian > Personal Identifier
	Veterinarian > License Number
Animals	Pets > Information (Name, Gender, and Breed)	The information of the customers' pets
Your Supplier Details	Supplier > Name	The information of the supplier
	Supplier > Tax ID
	Supplier > Full Address (Address, City, Province, and Country)
	Supplier > Mobile Phone
	Supplier > Email
Date	Date and Time > Day (number)	Today's Date / Time
	Date and Time > Month (number)
	Date and Time > Month (name)
	Date and Time > Full year (4 digit format)
	Date and Time > Hour (24-hour format)
	Date and Time > Hour (AM/PM format)

How to include templates in my documents?

For example, at the end of the document, I want to include customer's name before the sign place.

1. Place the cursor where you would like to have the customer's name.

2. Click on the TEMPLATE TEXTS icon

3. Select Customer > Name and click Save

4. You will see that the template text has been placed in curly braces

   {$CUSTOMER.NAME}

5. In that place, the software will automatically replace the template text with the actual name of the customer