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CompanionBooked
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For vet techs, RVTs and veterinary assistants

Callbacks done between rooms,
not after the last client.

CompanionBooked handles veterinary technician client communication from your practice's number: texts, photos and pickup updates from the staff app. Intake forms and histories arrive before the exam, and every thread is saved to the pet's record in your PIMS.

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  • Texts from the practice line, never a cell
  • Histories before exams
CompanionBooked's Labs tab with the day's callbacks: normal results already texted to clients by the techs between rooms, one more ready to send and a DVM call left.

Live in 14 daysNo contract. No setup fee.

  • Forms before exams
  • Parking-lot check-in
  • Household pets linked
  • Pickup updates by text
  • Pay links sent at discharge
  • No personal cell

A tech's day, room to room

Fewer callbacks after close, more time in the room

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Room 2 has a cat in for a recheck, room 3 is waiting on a blood draw, and three pet parents have texted the desk asking whether a limp or a rash is normal. Yesterday's normal bloodwork callbacks sit on a sticky note until close. Here is how texting, forms and the drafted SOAP note change that day.

A tech's shift right now

Before CompanionBooked: a legal pad of yesterday's normal bloodwork results still to phone, a pink slip about Mochi licking her incision, and a note to call before close.

Your rollout

Set up around your appointments, not after them

Setup is ours. Training fits between your rooms.

Texts and forms for the techs in CompanionBooked, with the normal-results text for a senior dog's bloodwork open for approval.

We draft your pickup, normal-results and post-op texts with your DVMs, and build the new-client, surgery consent and boarding forms your techs use today.

The tech's day

Four jobs that stop piling up

  • New client

    Forms done early

    A new puppy is booked for 10:00. The intake form went out by text when they booked, so vaccines, diet and the previous vet's name are signed and on the record by 9. You start the exam with the history, and nobody holds a clipboard.

    • Surgery consent signed at home the night before
    • Boarding forms filed to the pet's record
    Ziggy's new puppy checklist in CompanionBooked, signed by text at 8:41 a.m.: vaccines so far, diet and previous vet on the record before his 10:00 exam.

  • Normal labs

    Results sent without a call

    When your DVMs okay it, a tech texts normal results from the practice number instead of playing phone tag. Questions come back to the shared thread for whoever's free.

    • Saved texts for normal bloodwork and fecals
    • Questions routed to the DVM when needed
    Rosie's senior CBC and chem panel, all in range and okayed by Dr. Holt, texted to Jake by a tech from the practice number.

  • Parking lot

    Arrivals you know about early

    A pet parent texts HERE from the parking lot with an anxious dog. The desk sees it, the tech knows which room is free, and the dog can come straight in through the side door. Booking rules also stop a sick visit from taking a short vaccine slot.

    • Arrival texts show up for the whole team
    • Booking rules keep each visit in the right length slot
    The treatment board with Winston's owner texting HERE from the parking lot, Room 3 free and a tech meeting him at the side door, above the day's patients by step.

  • Discharge

    Discharge without the wait at the desk

    The discharge talk is done, but the pet parent waits ten minutes at the counter to pay. Send a pay link by text from the room instead. They pay by card or Apple Pay walking out to the car, and wellness plans bill each month without anyone keying a card.

    • A pay link by text, paid by card, Apple Pay or Google Pay
    • Wellness plan members billed monthly from a card on file
    A pay link texted from the exam room after discharge, paid with Apple Pay from the car five minutes later.

Also for techs

  • Spanish texts when preferred
  • Refill requests for DVM okay
  • Voicemails you can read
  • One-tap dialing to pet parents
  • Day-after surgery texts
  • Reminders stop when a pet dies
The wider plan

Built for techs, backed by the whole plan

Veterinary technician client communication is one piece. Your practice also gets phones, booking, a website we build and marketing we run. All three come in one monthly plan, priced on a 30-minute call.

See what's included
Simba's patient page while he is in the hospital: IV fluids, catheter, urine output and today's treatments for the tech, beside the owner's texts, his missed call, a booked recheck, the website and a Facebook post.

Vet Techs Texting, forms, pickup updates and SOAP notes for the exam room.

This page

Also in the plan

Watch a tech's day in the demo

Invite one of your techs along. We'll send a pickup photo, a pay link and a drafted note on a test case. Month to month, no setup fee, live in 14 days.

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Practice manager on a video call at her desk, going over her phones, website and Google listing
A CompanionBooked notice saying a tech sent Bear's pickup photo to his owner at 4:32 p.m.

Heard from the techs

  • Ryan D., owner of a vet practice
    Ryan D.Owner, Fenby
    2 hrsless charting each night

    The drafted SOAP notes are close enough that I edit and sign them before the next room. My evenings changed.

  • Marisol W., a CSR at a vet practice
    Marisol W.CSR, Bayside
    45 minoff earlier

    Normal bloodwork goes out by text between check-ins now. I haven't stayed late for callbacks in weeks.

  • Desmond N., a DVM
    Desmond N.DVM, Oakmont
    100%on the practice's own line

    I used to text post-op updates from my own phone. Now they come from the clinic number and stay on file.

  • Alana K., a practice manager
    Alana K.Manager, Oaks
    10 minper new-client exam

    New-client forms are signed before they arrive, so our exams start on the pet, not on paperwork.

  • Rohan S., head CSR at a vet practice
    Rohan S.Head CSR, Linden
    Every arrivalseen on screen

    Pet parents text HERE from the lot, and I've got them checked in before they're at the door.

  • Jamie R., operations lead for a vet practice
    Jamie R.Ops lead, Birch
    Halfthe checkout line

    Sending pay links straight from the room halved our evening checkout line.

Tech FAQs

Tech questions, answered

Try photos or bloodwork to narrow the list to those answers.

6 questions

Is my own number shown?

No, each text you send from the staff app carries your practice's number, and any reply goes to the shared inbox.

Do my texts stay on the pet's record?

Yes, each thread, photo and form is saved on the pet parent's file and synced to the pet's chart in your PIMS for the next visit.

What if a pet parent has no app?

Texts reach any phone, so nobody needs the app. Pay links and forms open in the phone's browser.

Do normal results need the vet?

Your DVMs decide. If they okay it, a tech can text the result.

Can I text a pet parent photos or video?

Yes, photos and short videos send from the staff app, and pet parents can send theirs back, like a video of a limp.

Will it run on my own phone?

Yes, the staff app runs on iPhone and Android, so the inbox, calls and texts go with you between rooms. Desk computers work too.

Techs often ask

Something missing?

Send a tech's question to sales@companionbooked.com, and we'll answer it or show you live.

Dana WhitfieldAccount manager

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Your front desk, website and marketing. One team.

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