Veterinary Clinic CRM
Manage pet owners, patient records, vaccination schedules, and appointment history in one spreadsheet. Built for independent vet clinics and mobile vets who want organised records without expensive practice management software.
What's Included
- Owner contact database with all household pets linked
- Pet profiles (species, breed, DOB, weight, microchip)
- Vaccination schedule with colour-coded due date alerts
- Full medical history and medication tracker per patient
- Appointment history and follow-up reminders
- Multi-pet household management
- Revenue dashboard by service type
- Lifetime updates
The Veterinary Clinic CRM tracks the relationship between owner, pet, and your clinic — with complete patient records, vaccination schedules, and medical history all linked together. Know every pet by name, their full history, and what’s coming up before the owner even calls.
One spreadsheet. Every patient. Every owner. Every vaccination due.
Why a Spreadsheet CRM?
Full veterinary practice management systems like Cornerstone, AVImark, or VetPort cost $300–$500/month and are designed for multi-vet hospital chains. For independent clinics, mobile vets, and exotic animal specialists with 100–500 active patients, this template gives you everything that matters — for a single one-time payment.
Included Sheets
| Sheet | Purpose |
|---|---|
| Dashboard | Appointments today, vaccinations due this month, active patients, revenue snapshot |
| Owners | Client database with contact details and household summary |
| Patients | Pet records: name, species, breed, DOB, weight, microchip number, and status |
| Medical History | Full visit log per patient: date, presenting complaint, diagnosis, treatment, vet |
| Vaccinations | Due date tracker for every patient, colour-coded 30/60/90 days in advance |
| Medications | Active prescriptions and repeat medication tracker |
| Appointments | Appointment log with type, vet assigned, and follow-up notes |
Who It’s For
- Small independent vet clinics with 1–3 vets
- Mobile and house-call veterinarians
- Exotic animal specialists and wildlife rehabilitators
Compatibility
Fully functional in Google Sheets (recommended) and Microsoft Excel 2016+.
Frequently asked questions
Yes. All templates work with the free version of Google Sheets. No paid subscription or Google Workspace plan required.
Absolutely. You pay once and own the template forever. No monthly fees, no recurring charges — ever.
Yes, everything is fully editable. Add your logo, change colors, rename columns, or add new fields to match your exact workflow.
You receive a Google Sheets link and an Excel (.xlsx) file. Both are instantly accessible right after purchase.
No. The templates are built for non-technical users. If you can fill in a spreadsheet, you can run your CRM with this.
We offer email support at hello@viasheet.com and WhatsApp for quick questions. Most issues are resolved within a few hours.
You May Also Like
Healthcare Clinic CRM
A complete patient management CRM for clinics and private practices. Track appointments, treatments, billing, and follow-ups — all in Google Sheets or Excel.
Dental Clinic CRM
Manage patients, appointments, treatments, and billing for your dental practice — in a professional Google Sheets or Excel template.