Register a Customer and Patient

The Customer area is the main entry point for managing both the customer and the pet. Front office staff use this flow to create a new customer, register the pet, and then continue directly into appointment booking or same-day check-in.

Note: The default registration flow is a two-step process: customer information -> pet information. If speed matters more than completeness, use Quick Mode from the upper-right corner of the modal.

Who Should Read This

• Reception and front office staff
• Users registering a new customer and pet for the first time
• Users handling walk-ins or minimum-data registration

Before You Start

• Confirm the current branch context is correct.
• Prepare at least the customer name, phone number, and basic pet details.
• Decide whether the customer will be identified with Citizen ID or Passport Number.

Standard Registration Flow

Step 1. Open the registration modal from Customer

Select Register New Customer in the top area of the customer list panel.

The modal usually runs in two stages:

• Step 1: Customer information
• Step 2: Pet information

Step 2. Enter customer information

The core customer fields are:

• Full name
• Phone number
• Email or No email
• Identity method
  • Citizen ID
  • Passport Number

Additional fields can also be used when available:

• Secondary contact
• LINE ID
• Address
• Remark
• Profile image
• Marketing consent

Tip: If the customer does not have an email address, use the No email option so the record can still be saved correctly.

Step 3. Enter pet information

After saving the customer step, continue to the pet step. The practically important pet fields are:

• Pet name
• Species
• Color
• Gender
• Birth date
• Neutering status

Extended information may also be entered:

• Breed
• Weight
• Marks
• Microchip number
• Blood type
• Remark
• Aggression flag
• Pet image

Note: Microchip number validation is applied when the field is used. If the number is incomplete, it is safer to leave it blank and complete it later.

Step 4. Confirm success after saving

When the registration succeeds, the customer list refreshes and the success state appears. Confirm the following:

• The new customer appears in the left list
• The newly registered pet appears in the detail workspace
• HN or the basic patient profile looks correct

Use Quick Registration When Needed

When the case is urgent or the profile is still incomplete, turn on Quick Mode in the modal header and enter the minimum information in a single flow.

Good situations for quick registration:

• A walk-in patient must be checked in immediately
• The visit is urgent and clinical access matters more than full profile completeness
• The team only has minimum phone booking information

Even in quick mode, the core customer and pet fields still matter. The difference is that the flow is compressed into one working pass.

Warning: Quick registration often creates incomplete profiles. Make profile completion a required follow-up step after the visit or payment flow.

What Usually Happens Next

• If the patient needs a booking, continue to Create an Appointment.
• If the patient should enter the same-day queue right away, use Check In from the customer detail workspace.
• If the team needs to review warnings, debt, or profile completeness, continue to Search and Manage a Customer Profile.

Related Docs

• Search and Manage a Customer Profile
• Create an Appointment
• Appointment Status Flow