Before The Appointment

10.5. Approve e-Appointments

You can approve e-appointments at any time during the day. However, it’s a good habit to double-check and approve all pending appointments before heading home.

Steps to approve e-appointments:

  1. Navigate to Online Appointments (below the search bar).
  2. Review both sections:
  • Spay/Neuter
  • Wellness (Pending appointments may appear in either section.)

#_ Open each pending appointment and verify:

  • Pet’s age
  • Pet’s weight
  • Client’s address (check restrictions, if applicable)
  • Client notes
  • Custom questions from your clinic

#_ If there are no issues, refine services:

  • Review the services the client selected.
  • Add any services you anticipate will be needed (e.g., many states require a rabies vaccine if no proof of vaccination is provided).

#_ If the client and/or animal has visited your clinic before, select the existing owner and animal record.

  1. Click Make Appointment!