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ezyVet

Getting started

Clients

Patients

Appointments

Products

Veterinary care

Payments

Refunds

Financial controls

Xero

Insurance

Document management

File attachments

Printing

Electronic signatures

Inventory

Staff management

ezyVet administration

Reference information

Customer support information

Release notes

Glossary

Vello

ezyVet Scan

ezyVet Go

Vet Radar

ezyVet Data Lake

IDEXX SmartFlow

ezyVet Connect

Knowledge Center: New and published

Pilot features

Set a tag of a price adjustment rule for a client

Make sure that your site has the applicable tag category and tags
Make sure that the price adjustment rule is correctly configured to use the tag category and tags
Make sure that ezyVet is configured to show the tag category in contact record

A price adjustment rule can use a tag as a filter to calculate the necessary changes to invoice line items. To set the tag for a client, do this procedure.

Note: This procedure uses an example Pricing Group tag category that has an example corporate discount tag. Your site could have a different name for the tag category and related tags.

Select Contacts.
In the left sidebar, find and select the applicable client contact record.
ezyVet shows settings and information of the contact record.
Go to the Tags section.
In the Pricing Group box, select the applicable pricing group tag.
Select Save.
ezyVet shows a confirmation message: