First steps with PetSoph

This guide walks a new user through the basics: signing in, understanding the home screen and reaching the first modules. No installation steps are needed: the system runs in the browser.

Step by step

  1. Open the PetSoph address in your browser.
  2. Type your email and password.
  3. Press Sign In.

PetSoph sign-in screen Figure 1. PetSoph sign-in screen.

Consejo

Bookmark the PetSoph address so you always enter directly.

The home screen

After signing in you see the Dashboard, the overview of the day:

PetSoph main dashboard Figure 2. Main dashboard with metrics, occupancy, appointments and alerts.

Element What it shows
Principal The summary of the day
Estancias Occupancy of each location
Farmacia Alerts and inventory status

The side menu expands each module to work in: Clínica, Farmacia, Facturación, Estancias and Administración.

Importante

What you see depends on your role. An administrator sees more sections than a front-desk user. If a section you need is missing, ask your administrator for it.

Typical first tasks

When you start working:

  1. Create the first customer from Clínica → Clientes.
  2. Create the first pet from Clínica → Mascotas and link it to its owner.
  3. Book an appointment from Clínica → Citas.
  4. When attending, open the pet’s record from Mascotas.
Consejo

Every module has its own article in this help center. Use the center’s search to jump straight to a topic: clientes, vacunas, kardex, arqueo…

Common errors

I don’t remember my password

On the sign-in screen press Olvidé mi Contraseña and check your email.

The screen locks itself

For security, the session locks after a period of inactivity. Type your password again to unlock it.

What’s next