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      Appointments

      • Appointments and travel invoicing

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Appointments and travel invoicing

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Appointment address selection for new appointments

You can select a client appointment address when you make an appointment.

The appointment address can have a distance value. ezyVet uses the distance value to automatically calculate travel billing.
Note: For more information about the distance value, refer to the documentation about address distances.

You can configure ezyVet to automatically show client address and travel billing information for a related appointment type. For example, a practice manager can configure the Consult appointment type to always show client addresses and travel billing. And they can also configure the Grooming appointment type to not show this information. This gives practice managers good control over the information to show for different appointment types.

ezyVet has three settings that control client address and travel billing information for appointments. You can access the settings in the applicable appointment type. Example of travel billing settings for appointments shows a consultation appointment type as an example. The applicable settings are highlighted, and Travel billing settings gives information about each setting.
Figure 1. Example of travel billing settings for appointments

Example of travel billing settings for appointments
Table 1. Travel billing settings
SettingDescription
Display Client’s AddressIf you set this to Yes, you can select an appointment address at the same time that you make an appointment.

The default setting is No.

Charge Travel FeeIf you set this to Yes, ezyVet automatically calculates the travel costs that show on a client’s invoice.

After you select Yes, ezyVet shows the Variable Travel Fee Product box. Use the box to select the applicable travel fee product.

The default setting is No.

Variable Travel Fee Product Use the box to select an applicable travel fee product. ezyVet uses the travel fee product to automatically calculate the travel costs that show on a client’s invoice.
Note: For information about the travel fee product, speak to your practice manager.
Travel billing settings in a new appointment shows an example new appointment that uses the Consult appointment type. ezyVet shows the Appointment Address box and the Travel Billing box.
Figure 2. Travel billing settings in a new appointment

Travel billing settings in a new appointment.
If you hover over an appointment in the Calendar dashboard tab, ezyVet shows the appointment address. This makes it easy for staff to plan their travel. This image shows an example:
Figure 3. Appointment address information in the Calendar dashboard

Appointment address information in the Calendar dashboard
Parent topic: Appointments and travel invoicing
Related concepts
  • Scenarios for travel billing settings
  • Travel invoicing settings of an appointment type
  • Client default address distance
  • Adjust the address distance of an appointment
Related tasks
  • Set the default address distance for a client
ezyVet

Last updated: October 31, 2024

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Related Articles:

  • Appointments and travel invoicing
  • Scenarios for travel billing settings
  • Travel invoicing settings of an appointment type
  • Client default address distance
  • Set the default address distance for a client
  • Adjust the address distance of an appointment

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