Setting up Labels to organize your Inbox

Phones ringing, notifications dinging, messages piling up. Sound familiar? It can be hard to stay on top of all communications between emergencies, walk-ins, and really - just a regular day at the clinic! Use labels in your Inbox for a quick triage of all your messages at a glance. Tag incoming messages as urgent, or assign to a staff member for handling. Create your own unique system tailored to your clinic's workflow!

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Once a message arrives in the Inbox, you can add labels to categorize it or highlight the action needed.

To add a label:

Click the + icon in the bottom right corner of the screen.

Choose or create a label via Edit Labels that fits the conversation.

For example, you might label a conversation as:

• New Client – when a new pet owner messages your clinic
• Follow Up – when additional action is required
• Staff name– to assign the message to a certain staff member or doctor – you can even color code to match your PIMS if you do so!
• Surgery/Injury photo - if a client sends in a photo that needs to be reviewed by a vet

Labeled conversations are visible to your entire team, both from the Conversation List or the Conversation toolbar, making it clear what steps need to be taken or what is currently being processed. You can add up to 50 labels to a single conversation if needed.

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Viewing and Managing Labels

After selecting labels, they will appear at the bottom of the conversation. 

 

You will also see any labels marked as “important” displayed in the conversation list alongside the contact information of the client.

To control which labels appear in the conversation list:
 

Select the Manage Menu > Labels.

Or, select Edit Labels from the Labels menu

Check the box under the Important column for the labels you want to display on the Conversation list.

For example, if you checked the “New Client” label, it will now show on the conversation list.

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Organizing Labels

You can easily organize your labels to best suit your staff’s workflow.

• Add up to 50 labels to cover all your conversation categories
• Assign colors to labels to visually organize and differentiate them
• Reorder labels by clicking and dragging them—move important labels to the top for quick access
  • Labels will appear in the same order when adding to a conversation
     

Note: Label names cannot be duplicated. The PetDesk platform has a fail-safe that prevents creating multiple labels with the same name, even if the labels are using different colors.

Create your own custom tagging system with labels and keep your inbox organized and all your staff on the same page.

If you have any questions or if you need further help, please use the 'submit a request' form linked at the top of this page to reach out to our support team.