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signatures.",{"title":486,"path":487,"stem":488,"icon":15,"description":489,"color":15},"Prescription Labels","\u002Fsettings\u002Fprescription-labels","08.settings\u002F14.prescription-labels","Supported label printers for prescription labels: Zebra and Dymo setup.",{"title":491,"path":492,"stem":493,"icon":15,"description":494,"color":15},"Microchip Preferences","\u002Fsettings\u002Fmicrochip-preferences","08.settings\u002F15.microchip-preferences","Configure microchip integration preferences and auto-registration partners.",{"title":496,"path":497,"stem":498,"icon":15,"description":499,"color":15},"Capacity Management","\u002Fsettings\u002Fcapacity-management","08.settings\u002F16.capacity-management","Set daily spay\u002Fneuter capacity limits by species, sex, and weight.",{"title":501,"path":502,"stem":503,"icon":15,"description":504,"color":15},"Wellness Settings","\u002Fsettings\u002Fwellness-settings","08.settings\u002F17.wellness-settings","Set up wellness rooms, appointment types, and scheduling preferences.",{"title":506,"path":507,"stem":508,"icon":15,"description":509,"color":15},"Templates Settings","\u002Fsettings\u002Ftemplates-settings","08.settings\u002F18.templates-settings","Upload custom clinic forms with merge fields for auto-populated data.",{"title":511,"path":512,"stem":513,"icon":15,"description":514,"color":15},"E-Appointments","\u002Fsettings\u002Fe-appointments","08.settings\u002F19.e-appointments","Set up online appointment booking for clients via E-Appointments.",{"title":516,"path":517,"stem":518,"icon":15,"description":519,"color":15},"E-Payments","\u002Fsettings\u002Fe-payments","08.settings\u002F20.e-payments","Enable online payments by connecting your MP Group merchant account.",{"title":521,"path":522,"stem":523,"icon":15,"description":524,"color":15},"Mobile Location Settings","\u002Fsettings\u002Fmobile-location-settings","08.settings\u002F21.mobile-location-settings","Configure mobile clinic locations and schedules in HQ settings.",{"title":526,"path":527,"stem":528,"icon":15,"description":529,"color":15},"Confirmations and Reminders","\u002Fsettings\u002Fconfirmations-and-reminders","08.settings\u002F22.confirmations-and-reminders","Configure automated confirmation and reminder settings for all appointments.",{"title":531,"path":532,"stem":533,"icon":15,"description":534,"color":15},"Medical Records Request","\u002Fsettings\u002Fmedical-records-request","08.settings\u002F23.medical-records-request","Share your clinic medical record request form link with clients.",{"title":536,"path":537,"stem":538,"icon":15,"description":539,"color":15},"Email Attachments","\u002Fsettings\u002Femail-attachments","08.settings\u002F24.email-attachments","Attach documents like aftercare PDFs to confirmation or reminder emails.",{"title":541,"path":542,"stem":543,"icon":15,"description":544,"color":15},"Call & Text Add On","\u002Fsettings\u002Fcall-text-add-on","08.settings\u002F25.call-text-add-on","Set up text and robo-call reminders with the Call and Text add-on.",{"title":546,"path":547,"stem":548,"icon":15,"description":549,"color":15},"e-Lobby","\u002Fsettings\u002Fe-lobby","08.settings\u002F26.e-lobby","Configure auto-response messages for E-Lobby client communications.",{"title":551,"path":552,"stem":553,"icon":15,"description":554,"color":15},"Invoices","\u002Fsettings\u002Finvoices","08.settings\u002F27.invoices","Customize the email template sent with volume client invoices.",{"title":556,"path":557,"stem":558,"icon":15,"description":559,"color":15},"Donations","\u002Fsettings\u002Fdonations-campaigns","08.settings\u002F28.donations-campaigns","Set up donation campaigns and embed widgets for online giving.",{"title":561,"path":562,"stem":563,"icon":15,"description":564,"color":15},"Funding Partnerships","\u002Fsettings\u002Ffunding-partnerships","08.settings\u002F29.funding-partnerships","Create funding partnerships as a prerequisite for subsidy setup.",{"title":566,"path":567,"stem":568,"icon":15,"description":569,"color":15},"Subsidy Settings","\u002Fsettings\u002Fsubsidy-settings","08.settings\u002F30.subsidy-settings","Create and configure subsidy settings with funding partnerships.",{"title":571,"path":572,"stem":573,"icon":15,"description":574,"color":15},"Grantors","\u002Fsettings\u002Fgrantors","08.settings\u002F31.grantors","Set up grantors to track the source of every donation in HQ.",{"title":576,"path":577,"stem":578,"icon":15,"description":579,"color":15},"VC Custom Pricing","\u002Fsettings\u002Fvc-custom-pricing","08.settings\u002F32.vc-custom-pricing","Override standard pricing for individual volume clients on specific items.",{"title":581,"path":582,"stem":583,"icon":15,"description":584,"color":15},"Tax Info","\u002Fsettings\u002Ftax-info","08.settings\u002F33.tax-info","Configure tax categories and rates for taxable clinic items.",{"title":586,"path":587,"stem":588,"icon":15,"description":589,"color":15},"QuickBooks","\u002Fsettings\u002Fquickbooks","08.settings\u002F34.quickbooks","Map QuickBooks codes to HQ services and products for accounting sync.",{"title":591,"path":592,"stem":593,"icon":15,"description":594,"color":15},"Chat Settings","\u002Fsettings\u002Fchat-settings","08.settings\u002F35.chat-settings","Enable instant messaging between your clinic and volume client Portal users.",{"title":596,"path":597,"stem":598,"icon":15,"description":599,"color":15},"OneLink E-Appointments (Multi-Clinic Only)","\u002Fsettings\u002Fone-link","08.settings\u002F36.one-link","OneLink: a single E-Appointment booking link for multi-clinic organizations.",{"title":601,"path":602,"stem":603,"icon":15,"description":604,"color":15},"VCP Settings","\u002Fsettings\u002Fvcp-settings","08.settings\u002F37.vcp-settings","Control volume client Portal permissions and required fields.",{"title":606,"path":607,"stem":608,"icon":15,"description":609,"color":15},"Inventory","\u002Fsettings\u002Finventory","08.settings\u002F38.inventory","Track inventory through HQ custom reports since there is no built-in system.",{"title":611,"icon":612,"description":613,"color":614,"path":615,"stem":616,"children":617},"Resources & Perks","i-lucide-gift","Explore resources, tools, and perks available to your clinic.","text-rose-500","\u002Fresources-and-perks","09.resources-and-perks",[618,622,627,632,637],{"title":619,"path":615,"stem":620,"icon":15,"description":621,"color":15},"Overview","09.resources-and-perks\u002Findex","Explore HQ's top tools, downloadable templates, exclusive clinic perks, and discounted credit card processing options.",{"title":623,"path":624,"stem":625,"icon":15,"description":626,"color":15},"Top Tools","\u002Fresources-and-perks\u002Ftop-tools","09.resources-and-perks\u002F01.top-tools","Quick video overviews of HQ's most powerful features, including online scheduling, e-Pay, consent forms, patient flow, grant management, and more.",{"title":628,"path":629,"stem":630,"icon":15,"description":631,"color":15},"Templates & Resources","\u002Fresources-and-perks\u002Ftemplates-and-resources-copy","09.resources-and-perks\u002F02.templates-and-resources copy","Download ready-to-use HQ templates for consent forms, aftercare instructions, cage cards, curbside check-in flyers, and other clinic documents.",{"title":633,"path":634,"stem":635,"icon":15,"description":636,"color":15},"Perks","\u002Fresources-and-perks\u002Fperks","09.resources-and-perks\u002F03.perks","Exclusive benefits available to HQ clinics, including discounted credit card processing, microchips, vet supplies, text messaging, surgical packs, and volunteer opportunities.",{"title":256,"path":638,"stem":639,"icon":15,"description":640,"color":15},"\u002Fresources-and-perks\u002Fcredit-cards","09.resources-and-perks\u002F04.credit-cards","Learn about HQ's discounted interchange-plus credit card processing rates, supported hardware, and how to get a savings quote for your clinic.",{"id":642,"title":55,"body":643,"color":15,"description":58,"extension":1957,"icon":15,"links":1958,"meta":1959,"navigation":1960,"path":56,"seo":1961,"sitemap":1962,"stem":57,"__hash__":1963},"docs\u002F02.concepts\u002F02.calendars.md",{"type":644,"value":645,"toc":1947},"minimark",[646,653,656,664,678,681,692,695,700,705,708,726,731,758,762,782,784,788,795,799,830,837,841,846,849,851,855,858,883,885,889,892,920,922,926,929,979,981,985,990,1117,1119,1123,1126,1190,1193,1197,1202,1209,1212,1233,1235,1239,1244,1247,1254,1259,1264,1266,1270,1277,1284,1289,1291,1295,1338,1342,1348,1354,1356,1360,1370,1372,1376,1382,1410,1412,1416,1421,1430,1442,1461,1463,1467,1470,1484,1487,1507,1512,1515,1520,1526,1536,1538,1542,1545,1572,1598,1603,1605,1609,1612,1634,1646,1649,1658,1665,1683,1685,1689,1692,1707,1711,1726,1739,1743,1748,1751,1753,1757,1763,1768,1824,1829,1831,1835,1838,1853,1855,1858,1861,1864,1878,1880,1884,1895,1899,1919,1924,1930],[647,648,649],"p",{},[650,651],"img",{"alt":145,"src":652},"\u002Fimages\u002F02-concepts\u002F720-1920-x-225-px-1920-x-320-px-94.png",[647,654,655],{},"In this section, you’ll learn how to navigate HQ’s scheduling calendar.",[647,657,658,659,663],{},"HQ features two ",[660,661,662],"strong",{},"calendars",":",[665,666,667,673],"ul",{},[668,669,670],"li",{},[660,671,672],{},"Spay\u002FNeuter",[668,674,675],{},[660,676,677],{},"Wellness",[647,679,680],{},"These are usually the first thing you’ll see when logging in, providing a dashboard-style view of upcoming appointments. To use them effectively, you’ll need to understand:",[665,682,683,686,689],{},[668,684,685],{},"Appointment tiles",[668,687,688],{},"How mobile location scheduling works",[668,690,691],{},"Additional features available in each calendar",[693,694],"hr",{},[696,697,699],"h2",{"id":698},"considerations-for-appointment-setting","Considerations for Appointment Setting",[701,702,704],"h3",{"id":703},"appointments-by-type","Appointments by Type",[647,706,707],{},"HQ supports three appointment types:",[665,709,710,715,720],{},[668,711,712,714],{},[660,713,672],{}," – Scheduled by clinic capacity (kennels, surgeons, species, sex, and weight).",[668,716,717,719],{},[660,718,677],{}," – Booked in time slots to ensure proper care.",[668,721,722,725],{},[660,723,724],{},"Rechecks"," – For animals recently spayed\u002Fneutered.",[727,728,730],"h4",{"id":729},"appointments-by-capacity-time-slot-or-walk-in","Appointments by Capacity, Time Slot, or Walk-In",[665,732,733,738,747,752],{},[668,734,735,737],{},[660,736,672],{}," – Typically scheduled by capacity (number of kennels, surgeons, and animal mix). Some clinics may also use time slots.",[668,739,740,742,743,746],{},[660,741,677],{}," – Always scheduled by ",[660,744,745],{},"time slots",".",[668,748,749,751],{},[660,750,724],{}," – Added as needed for post-surgical follow-ups.",[668,753,754,757],{},[660,755,756],{},"Walk-Ins"," – Accepted as available, depending on clinic capacity.",[727,759,761],{"id":760},"anesthetic-vs-non-anesthetic-appointments","Anesthetic vs. Non-Anesthetic Appointments",[665,763,764,770,776],{},[668,765,766,769],{},[660,767,768],{},"Anesthetic"," – Spay\u002FNeuter and dentals are always anesthetic.",[668,771,772,775],{},[660,773,774],{},"Non-Anesthetic"," – Many wellness services fall into this category.",[668,777,778,779,781],{},"Correctly designating the appointment type ensures it appears in the right spot on the ",[660,780,127],{}," screen.",[693,783],{},[696,785,787],{"id":786},"why-hq-doesnt-use-a-points-system","Why HQ Doesn’t Use a “Points System”",[647,789,790,791,794],{},"Some clinics use a “points system” for spay\u002Fneuter scheduling, where animals are assigned point values based on surgery complexity. While this may seem efficient, HQ recommends a ",[660,792,793],{},"capacity model"," instead.",[701,796,798],{"id":797},"heres-why","Here’s why:",[665,800,801,807,813,824],{},[668,802,803,806],{},[660,804,805],{},"Unbalanced scheduling"," – Points systems can skew schedules (e.g., too many adult female dogs in one day), limiting service to a narrow population.",[668,808,809,812],{},[660,810,811],{},"Inconsistent finances"," – Capacity-based scheduling ensures you know how many surgeries, their cost, and expected revenue.",[668,814,815,818,819,823],{},[660,816,817],{},"Complexity"," – Tallying points wastes time. A simple capacity model lets you quickly assess needs with clear categories (e.g., ",[820,821,822],"em",{},"female cats",").",[668,825,826,829],{},[660,827,828],{},"Better goal-setting"," – With capacity, you can set population goals (e.g., 50% cats, 50% dogs, or female dogs under one year) instead of leaving the mix to chance.",[647,831,832,833,836],{},"✅ ",[660,834,835],{},"Pro Tip",": By using the capacity model, clinics can plan more effectively, serve a balanced population, and keep scheduling simple and predictable.",[696,838,840],{"id":839},"spayneuter-calendar","Spay\u002FNeuter Calendar",[647,842,843],{},[650,844],{"alt":145,"src":845},"\u002Fimages\u002F02-concepts\u002F720-1920-x-225-px-1920-x-320-px-2025-09-03t144558-335.png",[647,847,848],{},"In this section, you’ll learn how to navigate the spay\u002Fneuter calendar, understand what the tiles and numbers mean, and manage mobile locations. Mastering these tools ensures you can schedule and edit smoothly.",[693,850],{},[701,852,854],{"id":853},"moving-the-calendar","Moving the Calendar",[647,856,857],{},"There are three ways to move between months:",[859,860,861,867,873],"ol",{},[668,862,863,866],{},[660,864,865],{},"Arrows"," in the upper-left corner.",[668,868,869,872],{},[660,870,871],{},"Drop-down menu"," in the upper-right corner.",[668,874,875,878,879,882],{},[660,876,877],{},"Gray squares"," on the calendar grid.\nThe ",[660,880,881],{},"shaded box with an outline"," shows today’s date — a simple visual reminder.",[693,884],{},[701,886,888],{"id":887},"turning-on-the-correct-tiles","Turning On the Correct Tiles",[647,890,891],{},"A “tile” is a box on the calendar showing the capacity or availability for a specific service.",[665,893,894,901,908],{},[668,895,896,897,900],{},"Click the ",[660,898,899],{},"Tiles"," button in the upper-right corner and tick the boxes you want to display.",[668,902,903,904,907],{},"Tile visibility is tied to your ",[660,905,906],{},"user login",", so each staff member can customize their own view without affecting others.",[668,909,910,911,914,915],{},"Tiles cannot be reordered.\nIf you’re missing categories (e.g., ",[660,912,913],{},"Cat Neuter or Female Dog","), they must be added in ",[916,917,918],"a",{"href":497},[660,919,496],{},[693,921],{},[701,923,925],{"id":924},"standard-hq-tiles","Standard HQ Tiles",[647,927,928],{},"HQ comes with standardized tiles — no setup required.",[665,930,931,937,943,949,955,961,967,973],{},[668,932,933,936],{},[660,934,935],{},"Recheck (Rechk)",": Follow-up for spay\u002Fneuter issues (e.g., infection, lethargy). Other follow-ups should be scheduled as wellness appointments.",[668,938,939,942],{},[660,940,941],{},"Wellness (Well)",": Non-spay\u002Fneuter appointments such as vaccines, dentals, or microchipping.",[668,944,945,948],{},[660,946,947],{},"Public (Pub)",": Appointments for public clients.",[668,950,951,954],{},[660,952,953],{},"Transport (TTran)",": Animals transported by your organization for services.",[668,956,957,960],{},[660,958,959],{},"Self Transport (STran)",": Animals delivered by the volume client themselves.",[668,962,963,966],{},[660,964,965],{},"E-Appointments (E-Apps)",": Requests awaiting approval. Prevents overbooking.",[668,968,969,972],{},[660,970,971],{},"Vets (Vets)",": Number of veterinarians scheduled for the day. Roles can be customized (e.g., relief, training).",[668,974,975,978],{},[660,976,977],{},"Traps (Traps)",": Number of cats marked as “in a trap.” Cats still also appear under their species\u002Fsex tile.",[693,980],{},[701,982,984],{"id":983},"understanding-the-numbers","Understanding the Numbers",[647,986,987],{},[650,988],{"alt":145,"src":989},"\u002Fimages\u002F02-concepts\u002Fspay-neuter-calendar-overview.png",[665,991,992,1013,1049,1066,1075,1089],{},[668,993,994,997,998,1001,1002],{},[660,995,996],{},"Daily Capacity"," – Set in ",[660,999,1000],{},"Settings > Capacity Manager"," or by clicking a blank calendar square.\n",[665,1003,1004,1010],{},[668,1005,1006,1009],{},[660,1007,1008],{},"Red shading",": At\u002Fover 90% capacity.",[668,1011,1012],{},"If capacity exceeds the max allotment, no appointments show online (though staff can still book manually).",[668,1014,1015,1018,1019,1022,1023],{},[660,1016,1017],{},"Tiles by Animal Type"," – Example: “FC” for ",[660,1020,1021],{},"Female Cats",".\n",[665,1024,1025,1028,1031,1037,1043],{},[668,1026,1027],{},"First number = animals booked (e.g., 6).",[668,1029,1030],{},"Second number = daily capacity (e.g., 5).",[668,1032,1033,1036],{},[660,1034,1035],{},"Orange shading",": 70–90% booked",[668,1038,1039,1042],{},[660,1040,1041],{},"No shading",": Under 70% booked",[668,1044,1045,1048],{},[660,1046,1047],{},"100% capacity",": Date hidden from online booking (but staff can still book\u002Foverbook with an alert).",[668,1050,1051,1054,1055,1022,1058],{},[660,1052,1053],{},"Scheduled Vets"," – Managed in ",[660,1056,1057],{},"Settings > Vets > +Schedule",[665,1059,1060,1063],{},[668,1061,1062],{},"Shows which vets are scheduled and their role.",[668,1064,1065],{},"Roles can be labeled (e.g., “Clinic Vet,” “Relief Vet,” “Training Vet”).",[668,1067,1068,1071,1072,746],{},[660,1069,1070],{},"Mobile Locations"," – Displays clinics set up under ",[660,1073,1074],{},"Settings > Mobile Locations",[668,1076,1077,1080,1081],{},[660,1078,1079],{},"Staff Notes"," – Freehand notes visible to all staff.\n",[665,1082,1083],{},[668,1084,1085,1086,746],{},"To add, click a date and select ",[660,1087,1088],{},"Edit Staff Note",[668,1090,1091,1094,1095],{},[660,1092,1093],{},"Closed Day"," – Mark days your clinic is not open.\n",[665,1096,1097,1104,1111],{},[668,1098,1099,1100,1103],{},"Go to ",[660,1101,1102],{},"Settings > Clinic Profile > Preferences"," (for recurring closures)",[668,1105,1106,1107,1110],{},"Or click a blank day on the calendar and choose ",[660,1108,1109],{},"Mark Today as Closed"," (for one-off closures).",[668,1112,1113,1114,746],{},"You must reschedule or cancel existing appointments on closed days via ",[660,1115,1116],{},"Appointment Changes",[693,1118],{},[701,1120,1122],{"id":1121},"editing-calendar-days","Editing Calendar Days",[647,1124,1125],{},"Clicking within a day provides several options:",[665,1127,1128,1134,1140,1146,1151,1162,1168,1174],{},[668,1129,1130,1133],{},[660,1131,1132],{},"Make Spay\u002FNeuter Appointment"," – Add a new spay\u002Fneuter appointment.",[668,1135,1136,1139],{},[660,1137,1138],{},"Make Recheck Appointment"," – For post-surgical complications only (not general follow-ups).",[668,1141,1142,1145],{},[660,1143,1144],{},"Make Basic Wellness Appointment"," – Add a wellness appointment without assigning a time slot. (Advanced Wellness appointments are managed on the Wellness Calendar.)",[668,1147,1148,1150],{},[660,1149,1116],{}," – View and manage that day’s appointments. From here, you can edit, reschedule, cancel, or delete.",[668,1152,1153,1156,1157],{},[660,1154,1155],{},"Adjust Capacity for Today Only"," – Override daily max capacities for a single day.\n",[665,1158,1159],{},[668,1160,1161],{},"Example: “Cat-Only Mondays” – zero out dog slots and repeat weekly.",[668,1163,1164,1167],{},[660,1165,1166],{},"Adjust Vet Type for Today Only"," – Change which vets are working and their roles for that day.",[668,1169,1170,1173],{},[660,1171,1172],{},"Edit Staff Notes"," – Add or update a visible note for staff.",[668,1175,1176,1178,1179],{},[660,1177,1109],{}," – Close a single date, with a reason.\n",[665,1180,1181,1187],{},[668,1182,1183,1184,746],{},"To reopen, click ",[660,1185,1186],{},"Mark Day as Open",[668,1188,1189],{},"Remember to move or cancel appointments still scheduled on that day.",[647,1191,1192],{},"✅ Pro Tip: The general idea is to set up your calendar in Capacity Manager first, then use the daily edit tools to make adjustments as needed.",[696,1194,1196],{"id":1195},"wellness-calendar","Wellness Calendar",[647,1198,1199],{},[650,1200],{"alt":145,"src":1201},"\u002Fimages\u002F02-concepts\u002F720-1920-x-225-px-1920-x-320-px-17.png",[647,1203,1204,1205,1208],{},"The ",[660,1206,1207],{},"Advanced Wellness Calendar"," in HQ is designed for clinics with complex scheduling needs. It supports detailed, time-based appointments for various wellness services.",[647,1210,1211],{},"Unlike basic wellness scheduling, it allows for:",[665,1213,1214,1220,1226],{},[668,1215,1216,1217,746],{},"Assigning ",[660,1218,1219],{},"different room types",[668,1221,1222,1223,746],{},"Categorizing ",[660,1224,1225],{},"appointment types",[668,1227,1228,1229,1232],{},"Managing ",[660,1230,1231],{},"diverse appointment requirements"," efficiently.",[693,1234],{},[701,1236,1238],{"id":1237},"understanding-appointment-types","Understanding Appointment Types",[647,1240,1241,1242,746],{},"Each appointment type defines both its purpose and expected duration. Appointment types are created by your clinic manager in ",[660,1243,409],{},[647,1245,1246],{},"To review them:",[665,1248,1249],{},[668,1250,1099,1251,746],{},[660,1252,1253],{},"Settings > Scheduling > Wellness Settings",[647,1255,1256],{},[650,1257],{"alt":145,"src":1258},"\u002Fimages\u002F02-concepts\u002Fscreenshot-2025-08-28-163006.png",[647,1260,832,1261,1263],{},[660,1262,835],{},": Not all users have permission to view settings. If you don’t, skip this step and return to the Wellness Calendar.",[693,1265],{},[701,1267,1269],{"id":1268},"understanding-room-types","Understanding Room Types",[647,1271,1272,1273,1276],{},"Your clinic can determine which ",[660,1274,1275],{},"rooms"," appear on the calendar. Each room is shown as a separate column and can be designated for specific appointment types.",[647,1278,1279,1280,1283],{},"Example: A room labeled ",[660,1281,1282],{},"Dentals"," may be restricted to dental-related appointments only. Some clinics also repurpose rooms for veterinarians, which is perfectly acceptable.",[647,1285,1286],{},[650,1287],{"alt":145,"src":1288},"\u002Fimages\u002F02-concepts\u002Fwellness-calendar-room.png",[693,1290],{},[701,1292,1294],{"id":1293},"navigating-the-wellness-calendar","Navigating the Wellness Calendar",[665,1296,1297,1304,1311,1318,1333],{},[668,1298,1299,1300,1303],{},"Use the ",[660,1301,1302],{},"left\u002Fright arrows"," in the upper-left corner to move between days or months.",[668,1305,1306,1307,1310],{},"Adjust the view using the ",[660,1308,1309],{},"1, 5, 15, and 30-minute buttons",". This changes the calendar to display in those intervals, which helps with properly slotting appointments.",[668,1312,1313,1314,1317],{},"Switch views with the ",[660,1315,1316],{},"Month, Day, 3 Days",", and Timeline buttons.",[668,1319,1204,1320,1323,1324],{},[660,1321,1322],{},"Agenda view"," provides a list of appointments for a particular day.\n",[665,1325,1326],{},[668,1327,1328,1329,1332],{},"It also shows ",[660,1330,1331],{},"E-Appointment reservations"," that have not yet been confirmed (marked as E-APP in the title), helping to avoid overbooking.",[668,1334,1335,1336,746],{},"You’ll also notice an E-Apps button in the upper-right corner. Details for this feature are covered in the manual section on ",[660,1337,511],{},[701,1339,1341],{"id":1340},"managing-the-wellness-calendar","Managing the Wellness Calendar",[647,1343,1344,1345,746],{},"The appointment hours for wellness services are controlled by ",[660,1346,1347],{},"Wellness Rooms",[647,1349,1350,1351,1353],{},"If your clinic’s wellness services do not follow the same schedule as spay\u002Fneuter services, or if you want different hours on different days, you will need to adjust the ",[660,1352,1196],{}," directly.",[693,1355],{},[727,1357,1359],{"id":1358},"opening-and-closing-days","Opening and Closing Days",[665,1361,1362,1367],{},[668,1363,1204,1364,1366],{},[660,1365,840],{}," controls overall clinic operation days.",[668,1368,1369],{},"If a day is closed on the Spay\u002FNeuter Calendar, it will also be closed on the Wellness Calendar.",[693,1371],{},[727,1373,1375],{"id":1374},"open-a-day-for-wellness-only","Open a Day for Wellness Only",[647,1377,1378,1381],{},[660,1379,1380],{},"Scenario:"," You want to open a day just for Wellness\u002FVaccine Clinic, not for spay\u002Fneuter.",[859,1383,1384,1390,1396,1403],{},[668,1385,1386,1387,1389],{},"Go to the ",[660,1388,840],{}," and open the day.",[668,1391,1392,1393,746],{},"Click the day and select ",[660,1394,1395],{},"Adjust capacity for today only",[668,1397,1398,1399,1402],{},"Zero out the ",[660,1400,1401],{},"surgery capacity"," and save.",[668,1404,1405,1406,1409],{},"(Optional) Click the day again and add a ",[660,1407,1408],{},"note"," indicating it is for wellness only.",[693,1411],{},[727,1413,1415],{"id":1414},"open-a-day-for-spayneuter-but-not-wellness","Open a Day for Spay\u002FNeuter but Not Wellness",[647,1417,1418,1420],{},[660,1419,1380],{}," You want surgery appointments available, but no wellness services.",[665,1422,1423],{},[668,1424,1425,1426,1429],{},"Create a ",[660,1427,1428],{},"Closed Block"," on the Wellness Calendar:",[859,1431,1432,1436,1439],{},[668,1433,1386,1434,746],{},[660,1435,1196],{},[668,1437,1438],{},"Click an empty space on the timeline under a room.",[668,1440,1441],{},"In the pop-up, enter:",[665,1443,1444,1449,1455],{},[668,1445,1446,746],{},[660,1447,1448],{},"Reason for closing",[668,1450,1451,1454],{},[660,1452,1453],{},"Duration"," of the block.",[668,1456,1457,1458,746],{},"Whether it should ",[660,1459,1460],{},"repeat",[693,1462],{},[727,1464,1466],{"id":1465},"removing-a-blocked-time","Removing a Blocked Time",[647,1468,1469],{},"To remove a blocked time:",[859,1471,1472,1478],{},[668,1473,896,1474,1477],{},[660,1475,1476],{},"blocked reason"," on the calendar.",[668,1479,1480,1481,746],{},"Click ",[660,1482,1483],{},"Delete",[647,1485,1486],{},"If the block is recurring, you will be prompted to choose:",[665,1488,1489,1495,1501],{},[668,1490,1491,1494],{},[660,1492,1493],{},"This event"," – Deletes the block from this day only.",[668,1496,1497,1500],{},[660,1498,1499],{},"This and future events"," – Deletes the block from this day and all future days.",[668,1502,1503,1506],{},[660,1504,1505],{},"All events"," – Deletes the block from all past and future days.",[647,1508,1509],{},[650,1510],{"alt":145,"src":1511},"\u002Fimages\u002F02-concepts\u002Fwellness-calendar-closed-block.png",[696,1513,1070],{"id":1514},"mobile-locations",[647,1516,1517],{},[650,1518],{"alt":145,"src":1519},"\u002Fimages\u002Fshared\u002F720-1920-x-225-px-1920-x-320-px-16.png",[647,1521,1522,1523,746],{},"Managing the mobile unit schedule can be challenging when your clinic location changes often, but HQ makes it easier with ",[660,1524,1525],{},"Mobile Scheduling",[647,1527,1528,1529,1532,1533,746],{},"For example, if your mobile unit visits different locations throughout the week, HQ allows clients to select and schedule appointments based on ",[660,1530,1531],{},"location"," and ",[660,1534,1535],{},"availability",[693,1537],{},[701,1539,1541],{"id":1540},"location-scheduler","Location Scheduler",[647,1543,1544],{},"To enable and set up mobile scheduling:",[859,1546,1547,1551,1560,1569],{},[668,1548,1099,1549,746],{},[660,1550,1102],{},[668,1552,1553,1554,1556,1557,746],{},"Enable ",[660,1555,1070],{}," and click ",[660,1558,1559],{},"Save",[668,1561,1562,1563,1565,1566,746],{},"A ",[660,1564,1070],{}," page will now appear under ",[660,1567,1568],{},"Settings > Scheduling",[668,1570,1571],{},"To add new locations:",[665,1573,1574,1579,1582,1588,1591],{},[668,1575,1099,1576,746],{},[660,1577,1578],{},"Settings > Mobile Locations > +Create Mobile Locations",[668,1580,1581],{},"Fill in the name and address.",[668,1583,1584,1585,746],{},"Mark the ",[660,1586,1587],{},"type of location",[668,1589,1590],{},"Enable\u002Fdisable it for online scheduling.",[668,1592,1593,1594,1597],{},"Add a ",[660,1595,1596],{},"status"," if needed.",[647,1599,1600],{},[650,1601],{"alt":145,"src":1602},"\u002Fimages\u002Fshared\u002Fmobile-locations-create.png",[693,1604],{},[701,1606,1608],{"id":1607},"editing-mobile-locations","Editing Mobile Locations",[647,1610,1611],{},"To assign a mobile location to a specific day:",[859,1613,1614,1619,1622,1628],{},[668,1615,1386,1616,746],{},[660,1617,1618],{},"Calendar",[668,1620,1621],{},"Click the desired date.",[668,1623,1624,1625,746],{},"Select ",[660,1626,1627],{},"Adjust mobile locations for today",[668,1629,1630,1631,746],{},"In the pop-up, choose the location and click ",[660,1632,1633],{},"Add",[665,1635,1636,1639],{},[668,1637,1638],{},"You can set it to repeat weekly.",[668,1640,1641,1642,1645],{},"You can also add ",[660,1643,1644],{},"multiple locations"," for the same day.",[647,1647,1648],{},"When multiple locations are added, each appears as a link on the calendar with its appointment count.",[647,1650,832,1651,1653,1654,1657],{},[660,1652,835],{},": If a location is marked as ",[660,1655,1656],{},"Stationary",", it will automatically appear on every open calendar day. Stationary locations cannot be removed from individual days.",[647,1659,1660,1661,1664],{},"Clicking a location link shows that day’s ",[660,1662,1663],{},"appointment summary"," for that location only. From here, you can:",[665,1666,1667,1677],{},[668,1668,1669,1672,1673,1676],{},[660,1670,1671],{},"Edit the staff note"," (click ",[660,1674,1675],{},"Edit",")",[668,1678,1679,1682],{},[660,1680,1681],{},"Create a new appointment"," for that specific location",[693,1684],{},[701,1686,1688],{"id":1687},"adjusting-capacity","Adjusting Capacity",[647,1690,1691],{},"Capacity settings work differently for mobile scheduling:",[665,1693,1694,1700],{},[668,1695,1696,1697,1699],{},"In the standard ",[660,1698,840],{},", capacity is tied to animal type and tiles.",[668,1701,1702,1703,1706],{},"For ",[660,1704,1705],{},"mobile locations",", the capacity is shared across all locations on the same day.",[727,1708,1710],{"id":1709},"example","Example:",[665,1712,1713,1716,1719],{},[668,1714,1715],{},"Main clinic capacity = 20 appointments",[668,1717,1718],{},"Mobile unit capacity = 10 appointments",[668,1720,1721,1722,1725],{},"For that day, set the ",[660,1723,1724],{},"daily capacity to 10",". If the main clinic needs to fill the remaining spots, it must be booked internally by staff once your capacity has been reached.",[647,1727,832,1728,1730,1731,1734,1735,1738],{},[660,1729,835],{},": If you have ",[660,1732,1733],{},"multiple mobile locations"," on one day, they will ",[660,1736,1737],{},"share the same capacity",". You cannot assign separate capacities per location.",[696,1740,1742],{"id":1741},"calendar-troubleshooting","Calendar Troubleshooting",[647,1744,1745],{},[650,1746],{"alt":145,"src":1747},"\u002Fimages\u002F02-concepts\u002F720-1920-x-225-px-1920-x-320-px-13.png",[647,1749,1750],{},"If you’re experiencing calendar issues, start by reviewing your settings to ensure everything is configured correctly. Troubleshooting often begins with the basics before diving deeper.",[693,1752],{},[701,1754,1756],{"id":1755},"calendar-doesnt-add-up","Calendar Doesn’t Add Up",[647,1758,1759,1760,746],{},"Sometimes the calendar doesn’t appear to balance correctly. This usually comes down to ",[660,1761,1762],{},"capacity or setup conflicts",[647,1764,1765],{},[660,1766,1767],{},"Check for these issues:",[665,1769,1770,1784,1790,1810],{},[668,1771,1772,1775,1776],{},[660,1773,1774],{},"Overlapping weight ranges","– Ranges must not overlap. Example:\n",[665,1777,1778,1781],{},[668,1779,1780],{},"Correct: Female dogs 2–20 lbs, next range starts at 21 lbs",[668,1782,1783],{},"Incorrect: 2–20 lbs followed by 20–40 lbs (animals at 20 lbs appear in both tiles).",[668,1785,1786,1789],{},[660,1787,1788],{},"Open-ended weight ranges"," – Avoid using “ANY” as it can duplicate animals.",[668,1791,1792,1795,1796],{},[660,1793,1794],{},"Mismatched animal types","– Example: restricting a tile to Owned animals but scheduling an appointment as \"Foster\".\n",[665,1797,1798,1805],{},[668,1799,1800,1801,1804],{},"To check: Run a ",[660,1802,1803],{},"custom report"," for animal types. If you see types that don’t have a matching calendar category, the appointment becomes “orphaned.”",[668,1806,832,1807,1809],{},[660,1808,835],{},": It’s often best to set animal type as Any to avoid mismatches.",[668,1811,1812,1815,1816,1819,1820,1823],{},[660,1813,1814],{},"Volume client portal changes"," – If a client updates an animal type (e.g., from ",[820,1817,1818],{},"Owned"," to ",[820,1821,1822],{},"Shelter","), it may cause an appointment to orphan.",[647,1825,1826],{},[650,1827],{"alt":145,"src":1828},"\u002Fimages\u002Fshared\u002Fopen-ended-weight-ranges.jpg",[693,1830],{},[701,1832,1834],{"id":1833},"appointments-not-offered-online","Appointments Not Offered Online",[647,1836,1837],{},"You may see open slots internally, but clients are not offered them online.",[665,1839,1840,1846],{},[668,1841,1842,1843,746],{},"This happens when the ",[660,1844,1845],{},"overall day is at or above capacity",[668,1847,1848,1849,1852],{},"Example: Your total daily limit is 30 appointments (male cats, female cats, male dogs, female dogs). Overbooking one category can push the day to full capacity, blocking seemingly \"open\" slots online.",[660,1850,1851],{},"Fix",": Rebalance your maximum capacity by increasing appointments slots for overbooked tiles.",[693,1854],{},[701,1856,511],{"id":1857},"e-appointments",[647,1859,1860],{},"E-Appointments for public clients use species, sex, weight, and animal type to determine available dates\u002Ftimes.",[647,1862,1863],{},"If no dates or times appear, the cause may be:",[665,1865,1866,1869,1872,1875],{},[668,1867,1868],{},"Spay\u002Fneuter capacity",[668,1870,1871],{},"Mobile location settings",[668,1873,1874],{},"Priority Appointment settings",[668,1876,1877],{},"Appointment release schedule",[693,1879],{},[701,1881,1883],{"id":1882},"closed-holidays","Closed Holidays",[647,1885,1886,1887,1890,1891,1894],{},"Clinic HQ automatically closes ",[660,1888,1889],{},"U.S. federal holidays"," for scheduling. If your clinic will remain open, you must manually ",[660,1892,1893],{},"re-open the day"," in the Spay\u002FNeuter Calendar.",[727,1896,1898],{"id":1897},"auto-closed-holidays","Auto-Closed Holidays:",[665,1900,1901,1904,1907,1910,1913,1916],{},[668,1902,1903],{},"New Year’s Day (January 1)",[668,1905,1906],{},"Memorial Day (Last Monday in May)",[668,1908,1909],{},"Independence Day (July 4)",[668,1911,1912],{},"Labor Day (First Monday in September)",[668,1914,1915],{},"Thanksgiving Day (Fourth Thursday in November)",[668,1917,1918],{},"Christmas Day (December 25)",[1920,1921,1923],"h5",{"id":1922},"auto-open-holidays","Auto-Open Holidays:",[647,1925,1926,1927,663],{},"If your clinic will close on these days, you must ",[660,1928,1929],{},"mark them as closed",[665,1931,1932,1935,1938,1941,1944],{},[668,1933,1934],{},"Martin Luther King, Jr. Day (Third Monday in January)",[668,1936,1937],{},"Presidents Day (Third Monday in February)",[668,1939,1940],{},"Juneteenth (June 19)",[668,1942,1943],{},"Indigenous Peoples Day (Second Monday in October)",[668,1945,1946],{},"Veterans Day (November 11)",{"title":145,"searchDepth":1948,"depth":1948,"links":1949},1,[1950,1952,1953,1954,1955,1956],{"id":698,"depth":1951,"text":699},2,{"id":786,"depth":1951,"text":787},{"id":839,"depth":1951,"text":840},{"id":1195,"depth":1951,"text":1196},{"id":1514,"depth":1951,"text":1070},{"id":1741,"depth":1951,"text":1742},"md",[],{},true,{"title":55,"description":58},{"loc":56},"NA3LnJRF5oSiWY5bEdyD5UAA1o40H6WQwdGLcpZkcF8",[1965,1966],{"title":50,"path":51,"stem":52,"description":53,"children":-1},{"title":60,"path":61,"stem":62,"description":63,"children":-1},1777048719713]