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Documentation

Complete guide to using Vet-ly. Choose your role below to get started.

Quick Start Guide

Getting started with Vet-ly is quick and easy. Follow these steps to create your clinic account and set everything up.

Creating Your Clinic Account

Sign Up Process

  1. Navigate to https://www.vet-ly.com/signup in your web browser.
  2. Complete the registration form by entering your First Name, Last Name, Email address, and selecting your Time Zone.
  3. Click the "Continue" button to proceed.
  4. Check your email inbox for a 6-digit verification code. This code will be sent to the email address you provided.
  5. Enter the 6-digit verification code in the provided field. Note: This code expires after one hour.
  6. Create a secure password and verify it by entering it a second time.
  7. Click "Create Account" to finalize your registration.
  8. You will automatically be redirected to your Manager Dashboard, where you can begin setting up your clinic.

Setting Up Your Clinic

Configure Your Clinic Settings

Before creating SOPs, you'll want to configure your clinic settings. This ensures your SOPs can be properly assigned and organized.

  1. Click on "Settings" in the navigation bar.
  2. Complete the General Information section with your clinic details.
  3. Optionally, add your clinic's branding elements (logo, colors) in the Branding section.
  4. Configure your Business Hours so the system knows when your clinic operates.
  5. Add Job Titles for your clinic (e.g., Veterinarian, Vet Tech, Receptionist, Kennel Assistant).

Tip: Always create job titles before adding staff members. Staff members will be assigned to these job titles.

  1. Add Team Members and assign each person to their appropriate job title. When you add a team member, they will receive an email with a 6-digit verification code to create their account—the same process you completed as a manager.
  2. Set up any Delegations you need for task reassignment workflows.
  3. Create Tags to categorize your SOPs and make them easier to search (e.g., Surgery, Pharmacy, Client Communication, Safety).
  4. Optionally, import starter templates by clicking Import Templates.
  5. Optionally, import existing SOPs from a spreadsheet. Download the CSV Template first, then match your spreadsheet columns to the supported headers: name, instructions, priority, required resources, and tags.

Setup Checklist

Before creating SOPs, ensure you have completed the following in order:

1
Job Titles created
2
Team Members added and assigned to job titles
3
Tags created for organizing SOPs

This order matters because staff members need to be assigned to existing job titles, and tags help organize your SOP library.

SOP Types at a Glance

Reference SOP

Informational content for staff to read. No task tracking.

Single-Task SOP

One actionable task on a recurring schedule.

Multi-Step SOP

Multiple sequential tasks forming a complete procedure.

Next Steps

  • •Review the Manager Guide for detailed instructions on creating each type of SOP
  • •Share the Staff Guide with your team members
  • •Check the FAQ for answers to common questions
  • •Visit www.vet-ly.com for additional support and resources
Documentation | Vet-ly