Family Visit Scheduling + Family Checkout

We are building support for Family Visits inside PawthosX.

Many clients do not bring in just one pet at a time. They bring two, three, or more pets from the same household, often for related visits, vaccines, wellness care, follow-ups, or shared checkout.

Today, most systems still treat every pet visit as a completely separate event. PawthosX is moving toward a more realistic workflow: the client is the family, and the pets are part of that family visit.

What We’re Building

Family Visits will allow clinics to schedule, manage, and check out multiple pets under one connected client visit.

Planned support includes:

• Scheduling multiple pets from the same client together

• Seeing grouped family appointments on the schedule

• Managing each pet’s visit individually while keeping the overall visit connected

• Supporting shared or separate checkout options

• Creating a Family Visit history inside the client file

• Linking each pet’s individual medical record back to the larger family visit

• Making multi-pet visits easier for reception, techs, doctors, and checkout teams

Family Visit Scheduling

Clinics will be able to schedule multiple pets from the same client in one workflow.

Example:

A client calls and needs vaccines for two dogs and a wellness exam for one cat. Instead of creating three disconnected appointments, the team can create one Family Visit with each pet listed under the same visit group.

Each pet can still have:

• Their own reason for visit

• Their own appointment type

• Their own provider

• Their own visit notes

• Their own charges, reminders, vaccines, and medical history

But the clinic can still see that these visits belong together.

Family Checkout

At checkout, clinics should be able to handle the family visit as one connected experience.

Planned options include:

• Review all pets in the visit together

• See charges grouped by pet

• Allow one combined payment

• Keep invoices clear by pet

• Support deposits, estimates, discounts, and payments across the family visit

• Avoid forcing the team to jump between separate patient checkouts

This should make multi-pet visits less clunky and easier for both the clinic team and the client.

Family Visit History

Family Visits will also create a new history area inside the Client File.

This will allow the clinic to see past family-level activity, not just individual patient records.

Family Visit history may include:

• Date of the family visit

• Pets included

• Visit types

• Providers

• Checkout/payment status

• Linked invoices

• Linked medical records

• Notes or follow-up items tied to the whole family

Each pet will still keep their own individual medical history. The Family Visit simply gives the client file a cleaner way to show what happened across the whole household.

Why This Matters

Multi-pet households are common. The software should not make teams pretend every pet exists in a vacuum.

Family Visits are designed to reduce appointment clutter, checkout confusion, and client record fragmentation.

This work is currently in the pipeline. More detail will be added as the workflow is finalized.