A change or issue on existing work
Visit Task
A recheck to book, a lab result to share, a question after discharge.
Klientele runs the case and the billing in one place — so every visit moves from booked to discharged on one board, and the bill is raised before the pet goes home. Configured for veterinary practice on day one.
Every visit task follows the stages your practice already uses, in your words. A step cannot be skipped, a stage cannot be entered with its details missing, and each role does only its own part.
A call the front desk took. A message on the clinic number. A walk-in nobody logged. Three cases, three places, one follow-up never made.
Your clinic gets its own intake address and a Pet Owner portal. A request raised in the portal lands on that owner’s record; one emailed in gets a reference number back and joins the same queue. Same queue, same clock.
Each new visit task is assigned as it arrives: by the rules you set, to the person who looks after that owner, or in turn around the team. Anything no rule matches waits in the queue, and intake is told.
A recheck to book, a lab result to share, a question after discharge.
A course of treatment to plan and agree with the owner first.
Both sit in one numbered queue. Your owners raise visit tasks from the portal; your team raises both from anywhere. Email intake and the API are on Team and Agency. Open visit tasks and treatment plans come across from a spreadsheet, up to 100 rows per import, on Team and Agency.
Needs before entering: Species
Needs before entering: Discharge Notes
Booked → Treatment
“An animal must be checked in and seen before treatment begins.”
The words your team sees when they try it.
Runs the clinic. Full access.
Owns cases, visit tasks and treatment plans.
Assists on visits and records clinical time. Cannot reshape a case.
Registers owners, books the diary, and bills at checkout — invoices, payments and wellness plans.
Read-only access — students, locums and auditors.
Switch on slicing for a role and its members see only the clinics, owners or cases you assign them, enforced on the server, not hidden by a filter.
Keep a named person away from any owner: they stop seeing it in every list, search and report.
Every role is a set of permissions you can edit under Team → Roles, and Klientele will not let a change lock the last person who manages roles out of the workspace.
A daily check tells the lead on a case when its budget is running out, its end date is close, or a treatment milestone or billing milestone comes due. Each warning is sent once per crossing, not every morning.
Half the interruptions in a working week are owners asking where things stand. Give each Pet Owner their own login, and let the portal answer.
They raise a visit task for their animal, and see only their own cases.
Treatment Milestones waiting on them: they accept, or request changes with a note and files. Every round stays on the record.
Where you bill in stages, let them approve each milestone in the portal: approving it drafts that milestone’s bill (Team and Agency).
The shared conversation on each visit task, their bills, payments and a running statement of what they owe. When they reply to one of your emails, the reply lands on the same visit task.
Clinical time and fixed fees on one bill, raised at checkout by the person on the desk.
Retainers start on Team. Every plan covers the queue, deliverables, time tracking and invoicing.
You won't migrate to a 'real' system later. The one you start on is the one that scales.
Every visit task numbered in one queue, a request button on your website, deliverables, a full export of your data and bills, without an office manager. One seat, 10 owners. Retainers that count their own hours, the intake email address, weekly capacity plans and custom fields start on Team.
Solo · ₹3,999/moFive seats and 50 owners. Retainers that count their own hours, the intake email address, weekly capacity plans and custom fields, in one place instead of one person’s memory.
Team · ₹11,999/moUp to 20 seats and unlimited owners, plus a tamper-evident audit log kept for three years: the record your profession expects.
Agency · ₹29,999/moFive seats: Veterinarian, Veterinary Technician and Receptionist each take one, as does anyone else on staff who signs in; client logins don’t. 50 owners, plus retainers that count their own hours, the intake email address, weekly capacity plans and custom fields. 14 days with everything unlocked: decide after you have run a real visit task through it. Prices include GST.
Bring your open visit tasks and treatment plans across by spreadsheet import (Team and Agency, up to 100 rows at a time). Because the vocabulary and workflow are already right, your team is not learning a new mental model — and the trial unlocks everything, so you prove it before you commit.
Each clinic’s data is fully isolated, and every record keeps its own history of who changed what. A Pet Owner sees only their own animals’ visit tasks and bills. On Agency, a tamper-evident audit log is kept for three years.
Good — Klientele conforms to it. Rename stages, reorder them and edit roles in the workflow editor and under Team → Roles. It starts with a sensible default for your trade and gets out of your way.
Start smaller and grow into the rest without ever changing systems. The trial has everything on, so you can feel the ceiling before you pay for it.
Request to bill, end to end, in an afternoon. Fourteen days, everything unlocked, no card.