Configure Service Options, Case Types & Shortcuts

This article will walk you through configuring chat & video settings for your practice.

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First, check out these videos, which will show you how to manage your chat & video settings. Step by step instructions are just below the videos.

Service Options:

Case Types:

Shortcuts:

Step by Step Instructions

Step 1: Log in to the Anipanion Web App.

Step 2: Select the Chat & Video section under the Settings tab.

 

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Step 3: Create one or more Service Options that your vets can prompt clients with during chats. Whatever you type in will auto-save when you click outside of the recently entered fields.

Service Options

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Step 4: Create Case Types to help organize chat cases as they come in. 

Case Types

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Step 5: Optionally, create Shortcuts to help your team respond quickly and efficiently to chats. Click the + icon in the top right to add a new shortcut.

Shortcuts

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2.0 screenshot #31a Settings - Chat _ Video - Add Shortcut

Example Shortcuts: 

2.0 screenshot #32a Settings - Chat _ Video -shortcuts added

 

Need some extra support? We're here for you and can't wait to help!

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📩 : Email: support@anipanion.com
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