9.10. The Roster

The daily roster organizes the day’s appointments by time, allowing you to see all key information in one place.

It’s a good idea to print a roster the day before clinic in case the internet goes down or another issue arises. This way, you’ll still have a record of:

• Which clients and patients are scheduled
• What services each patient is supposed to receive
• How much each client owes

Printing a Roster

The daily roster functions as a printed check sheet to support check-in.

To print:

1. Go to Clients > Check In/Out > Roster > Display Roster.
2. Right-click and print using the Chrome print dialogue box.

Appointments are organized:

• By time (if your clinic uses time-based scheduling), and
• Alphabetically by the client’s last name

You can also filter the roster for public clients versus volume clients, if that helps manage workflow.

Additional Features

• Filtering: Narrow results by animal, sex, appointment type, or client type.
• Caution Toggle: If an animal has been flagged with a caution toggle, this will appear on the roster.