Built for the whole practice

Calendar view

Full-day and week view for all providers and rooms.

Multi-provider support

Track schedules across your whole team with per-vet columns.

Appointment types

Configurable types with custom duration, color, and status flow.

Email appointment reminders

Automated 48hr and 24hr reminders sent without any manual work.

SMS appointment reminders

Text reminders via your own Twilio account — clients who prefer SMS are covered. Pro and Agent plans.

Status workflow

Track patients from Scheduled → Checked In → In Exam → Complete → Checked Out.

Block unavailable times

Grey out any time slot on the calendar — per provider or clinic-wide — so no appointments can be booked during that window.

Walk-in check-in

One-click walk-in button: search for the patient, add a reason, and they're instantly checked in — no pre-scheduling required.

Boarding & census

Census view showing in-hospital patients, today's check-outs, and upcoming stays.

Google Calendar Sync

Push appointments to your own Google Calendar automatically, so your schedule is visible on your phone without opening KodaVet.

Online booking rules

Set the hours, days, notice period, booking horizon, and slot length owners can book within, plus a cancellation window. Pro and Agent plans.

SOAP notes

Structured Subjective, Objective, Assessment, and Plan fields with visit templates.

AI Assist drafting

Dictate rough notes; AI generates a structured SOAP note instantly. Agent plan.

Voice dictation

Speak directly into SOAP notes using your browser microphone — no typing required. Agent plan.

Breed health overviews

Species and breed-specific health context surfaced automatically during encounters. Pro plan.

Previous visit summary

Last three visits (date, diagnosis, weight) shown while writing a new note. Pro plan.

Patient history timeline

Complete chronological view of all encounters, vaccinations, and vital signs per patient.

Alerts & allergies

Per-patient alerts with info, warning, and critical severity — drug reactions and active conditions surfaced on every screen so you never miss a contraindication.

Send medical records by email

Pick the sections to include — vaccinations, visit history, alerts, prescriptions — and email a formatted record to any recipient for referrals or owner requests.

Co-owner & multi-owner households

Add a second owner to any patient; either owner can be promoted to primary, and both appear on the record.

Pet relocation

Transfer a patient to a new owner for adoptions or rehoming — appointments, encounters, and invoices all follow the pet.

Prescription refills

Log a refill without writing a full visit, tracked against the original prescription with the detail controlled substances require.

Refill rules

Refills remaining apply to every prescription, with clinic-set windows for refill expiry and exam recency. Ineligible prescriptions show the reason instead of disappearing.

Health certificates

Generate and download official health certificates as a print-ready PDF.

Document attachments

Attach lab PDFs, X-ray images, and consent forms directly to patient profiles.

Invoice generation

Create invoices from visits with prescriptions, services, and vaccinations as line items.

Online payments

Accept card payments via Stripe Connect — money goes directly to your account. Pro plan.

Invoice emails with payment link

Email invoices to clients with a one-click payment link included.

Automated payment receipts

Clients receive automatic email confirmation the moment payment clears.

Deposits at online booking

Set a deposit on any appointment type. Owners pay by card to hold the time, unpaid holds release after 2 hours, and the deposit comes off the visit invoice automatically. Pro and Agent plans.

Payment plans

Split any invoice into 2–6 installments with due dates — Stripe Payment Links emailed automatically per installment.

Overdue invoice reminders

Automated escalating reminders (friendly → firm → final notice) for unpaid balances.

Printed invoices

Print-ready invoice layout — clinic header, line items, totals — formatted for paper with one click.

Outstanding balance tracking

Aging report with five overdue buckets: current, 1–30d, 31–60d, 61–90d, 90+.

Product catalog

Medications, vaccines, biologicals, and supplies with lot and batch numbers.

Stock levels & reorder alerts

Email and in-app alerts when inventory falls below your reorder threshold.

Expiration tracking

FIFO enforcement with 30-day and 7-day expiry email alerts.

Controlled substance log

DEA-compliant CS log: quantity dispensed, patient, prescriber, lot number, and direct visit link.

Cycle count

Physical count reconciliation per batch with real-time variance display and automatic adjustment logging.

Per-product transaction history

Full stock ledger per product — every receive, dispense, sale, and adjustment with source links.

Supplier & purchasing

Supplier profiles, PO workflow, and receiving — stock updates automatically.

Create & assign tasks

Assign tasks to any staff member with type, priority, and status.

Task types

Call client, prescription refill, lab results, follow-up, reminder, and general.

Portal refill requests

Owner refill requests arrive as Rx Refill tasks. Log the refill in one click and the owner is emailed, or decline with a note they'll see.

Priority levels

Low, normal, high, and urgent — filter and sort your team's worklist.

Patient-linked tasks

Tasks embedded directly in patient profiles so context is always attached.

Dashboard task badge

Open task count always visible in the sidebar — your team's live to-do list.

26-report library

26 reports across six categories — Revenue, Appointments, Patients, Inventory, Clinical, and Staff — in a single sidebar.

Revenue dashboard

Today, week, and month-to-date revenue with a 30-day daily chart and monthly trend.

Provider & staff production

Revenue by provider and staff production reports attribute earnings and appointment volume to each team member.

Appointment utilization

Hourly and day-of-week heatmaps show peak demand so you can staff for it.

Inventory & DEA reports

Low-stock, expiring value at risk, and DEA controlled substance log with CSV export.

Client & billing reports

Outstanding aging, client retention, top services by revenue, and cash reconciliation.

Date filters & Excel export

Every report supports custom date ranges and one-click Excel export.

Email appointment reminders

48-hour and 24-hour email reminders sent automatically — timezone-aware per clinic.

SMS reminders & two-way inbox

Text reminders sent through your clinic's Twilio number. Clients can reply Y/N to confirm or cancel. Staff reply directly from the in-app SMS inbox. Pro and Agent plans.

Wellness & vaccination outreach

Clients with overdue vaccinations or no visit in 11+ months are emailed automatically.

Post-visit follow-up

A few days after a sick, surgery, dental, emergency, or follow-up visit, owners get a "How is your pet doing?" email or text with a link to book.

Clinic announcements

Post closures, holiday hours, and events once. They appear as a portal banner and are emailed to owners, with texts on Pro and Agent plans.

Inventory & expiry alerts

Daily email to the owner when stock hits reorder level or batches near expiry.

Daily reporting digest

Morning summary email with yesterday's revenue, today's schedule, open balances, and inventory flags.

Overdue invoice follow-up

Billing agent sends escalating reminders automatically — no manual chasing required.

Clinic subdomain

Your own portal at yourclinic.kodavet.app, branded with your clinic's logo.

Booking on your website

Copy your booking link or a ready-made "Book an appointment" button into Wix, Squarespace, WordPress, or any site. No plugins, no developer. Clients sign in and land straight on booking. Agent plan.

New client requests

An optional form for people who aren't clients yet. Requests appear under Clients with a sidebar count, and accepting one adds the client and pet and sends a portal invite. Agent plan.

Patient records access

Clients see their pet's full history, vaccinations, and upcoming visits.

Online booking

Owners pick a visit type, a vet, and a date, and see only times that are actually open. Prefer to schedule yourself? Switch it off and owners send a request instead.

Online cancellation

Owners cancel up to your cancellation window; inside it they're asked to call. A note on the appointment shows who cancelled.

Medications & refill requests

Owners see each pet's medications and refills remaining, and request a refill with a note.

Documents & health certificate

Owners download files you attach to a patient, and view or print a health certificate summary from the pet's page.

Clinic news banner

Announcements you publish show as a banner and on a News page in the portal.

Invoice & payment

Clients view outstanding invoices and pay online via Stripe.

Magic link login

Passwordless client login — no account setup or password to remember.

Global search (Cmd+K)

Spotlight-style search across patients, clients, appointments, invoices, and encounters — keyboard navigable. AI natural language queries on Pro and Agent plans.

Role-based access

Owner, veterinarian, technician, and receptionist — each with the right permissions.

Email invite workflow

Invite staff by email; they join your clinic without creating a separate account.

Staff password sign-in

Staff log in with email and password — ideal for shared front-desk computers — with a magic-link option and self-serve password reset.

CSV client & pet import

Import your existing clients and their pets from a spreadsheet to get started fast.

Clinic settings

Name, address, phone, timezone, state license number, and DEA number.

Your logo & reply-to

Your logo on the portal and every client email, and replies from owners go straight to your clinic inbox.

Audit trail

Filterable log of every change — who changed what and when.

Multiple clinics, one login

Staff and owners can belong to more than one clinic and switch between them from the sidebar. Each clinic has its own subdomain, separated data, and billing.

Install as an app

Add KodaVet to your home screen on iOS and Android for a full-screen, app-like experience on any device.