How veterinary practice onboarding works
From nothing to a running practice
We set the practice up with you. You bring your team and your clients. After that the platform is doing the work — and nobody has installed anything.
The journey
What actually happens, in order
Each step belongs to somebody, and each one leaves something behind. Scroll and the line follows you.
- Us, with you
Set up your practice
We create the veterinary organisation: its name, address, clinic hours and the owner’s account. You sign in to a console that already knows who you are.
- Practice, address and clinic hours
- The owner account, ready to sign in
- Nothing to install
Riverside Veterinary Clinicriverside.vetworkflo.comLiveAddress14 Mill RoadClinic hoursMon–Sat · 09:00–18:00OwnerInvited · signed in - You
Add your team
Invite doctors with their registrations, then nurses, receptionists, technicians and administrators. Each gets an emailed invitation and a role that fits the job.
- Doctors with their registrations
- Nurses, front desk and managers
- A role each, from six built in
EDr Eleanor HayesInternal medicine · DermatologyMTWTFSSRegistration valid5 days a weekReceptionistCustom roleViewAddEditDelAppointmentsClinical recordsPrescriptionsReports - Each doctor, or a manager
Configure availability
Give every doctor a weekly working pattern with breaks, matched to the clinic’s opening hours. These hours become the only slots anybody can book.
- A weekly pattern per person
- Matched to your clinic hours
- Leave and closures respected
SeptemberMTWTFSS··123456789101112131415161718192021222324252627282930···Cover this weekMTWTFSSNobody on Sunday
- Your clients
Invite your clients
Share your practice’s own registration page. Pet owners create an account, add their animals, and get an app for your practice on their phone.
- Your own registration page
- Owners add their own pets
- An app for every client
WillowPersian · Female · 3 yrs2 overdueRabies · in dateFVRCP · dueJames WhitfieldInvitation sent2 days agoJames Whitfield · joined and added 2 pets - Clients, then your front desk
Start accepting appointments
Clients ask for a time from their app. The front desk confirms a slot, offers alternatives, or says it cannot help — and the diary fills with real bookings.
- Requests arrive in one place
- Confirm, offer or decline
- Reminders before the visit
New request08:52Rufus · boosters, after 4pm please10:00RRufusBooster vaccinationConfirmedDr Hayes20 min - Everybody, in their own part
Manage everything from one platform
The diary, the team, the clients, the records, the reminders and the reports — run from one console, by the people you gave access to.
- One dashboard for the day
- Reports at the end of the month
- Everybody sees their own part
Appointments seen184+12%Needs attentionVaccinations overdue9Repeats waiting3Unanswered requests4
Before the first call
What you need to bring
Not much. Most of it you already have written down somewhere.
Your practice details
Name, address, opening hours and the services you offer.
Your vets
Names, specialisms and their professional registration numbers.
Everybody else
Nurses, front desk and administrators, with an email each.
Who works when
Roughly — you can refine the weekly patterns in the console.
Your client list can come later. Most practices invite clients once the diary is set up.
Step one is a conversation.
Request a demo and we will create your practice with you.
Or pick a time on our calendar instead.
