8.4. Converting Public to Volume Clients & Vice Versa

Sometimes a Volume Client (e.g., a rescue group) may book multiple appointments online using the public client form. These can be converted into Volume Client appointments by merging records.

Steps to Convert Public Client Appointments

1. Create the Volume Client (if not already created)

• Example: Erwin’s Rescue.

#_ Open the Merge Tool:

• Go to Clients > Merge Clients.
• Under Volume Clients, search for the rescue and click Add.

#_ Add the Public Client Record:

• Switch the merge tool dropdown to Public Clients.
• Search for the client record (e.g., Inez Erwin).
• Click Add.

#_ Merge the Records:

• Ensure the Volume Client is selected as the primary record.
• Merge the records together.

Reverse Scenario

If you need to convert a Volume Client back to a Public Client, follow the same steps but select the Public Client as the primary record during the merge.

Example

Inez Erwin books 10 public appointments but actually runs Erwin’s Rescue.

• These appointments should be reassigned to the rescue’s Volume Client profile by merging the public record into the rescue’s account.