Quick answers, best practices, and where to get more support.
Overview
The Help & Guidance page is a fast reference for non‑technical users. It consolidates quick how‑tos, proven workflows, FAQs, and best practices so teams can self‑serve answers without leaving their work. Use it to onboard new staff, standardize daily routines, and reduce mistakes.
Pair this page with saved searches and pinned views so the morning checklist (today’s appointments, due vaccinations, boarding check‑ins) is always one click away.
How It Works
- Use search in Odoo to jump to pets, appointments, or sessions quickly.
- Rely on filters like “Today”, “Overdue”, “Completed” to find what matters now.
- Use status buttons (Confirm, Start, Complete) to move work forward.
Step-by-Step Guides
- New Pet Intake: Create Pet → Add Owner → Set Species/Breed → Add Photo → Save.
- Vaccine Due Reminder: Open Vaccinations → Filter “Due Soon” → Send Notification.
- Grooming Day: Open Sessions → Filter “Today” → Start → Complete → Set Payment.
FAQs
| Question | Answer | Example |
|---|---|---|
How do I reschedule? |
Open the record and use the “Reschedule” button or update the date. |
Appointment → Reschedule |
Why can’t I edit Owner? |
Owner edit may be restricted. Ask an admin to grant permissions. |
Settings → Access Rights |
How do I send reminders? |
Use Notifications. Choose Email/SMS/In-App and schedule or send now. |
Notifications → New |
Tips
- Pin your favorite list views for faster morning check-ins.
- Use descriptive titles to speed up triage (e.g., “Booster – Rabies”).
- Close the loop: always set statuses and payments before leaving a record.
Common Mistakes
- Leaving records in Draft; they won’t show as scheduled work.
- Not linking services to appointments; costs and reports will be off.
- Forgetting follow-up dates; care plans lose momentum.