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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":85,"body":643,"color":15,"description":88,"extension":901,"icon":15,"links":902,"meta":903,"navigation":904,"path":86,"seo":905,"sitemap":906,"stem":87,"__hash__":907},"docs\u002F02.concepts\u002F08.overbooking.md",{"type":644,"value":645,"toc":893},"minimark",[646,653,656,674,677,680,685,688,698,703,729,736,738,742,747,754,759,770,785,787,791,794,799,814,819,822,849,851,855,862,868,888],[647,648,649],"p",{},[650,651],"img",{"alt":145,"src":652},"\u002Fimages\u002F02-concepts\u002F720-1920-x-225-px-1920-x-320-px-26.png",[647,654,655],{},"Overbooking for spay\u002Fneuter occurs when the number of animals scheduled exceeds either:",[657,658,659,668],"ul",{},[660,661,662,663,667],"li",{},"The ",[664,665,666],"strong",{},"species\u002Fsex capacity"," set for that day, or",[660,669,662,670,673],{},[664,671,672],{},"overall maximum capacity"," (total appointments for the day).",[647,675,676],{},"Because of its impact on scheduling and patient flow, overbooking is an important area for clinics to manage carefully.",[678,679],"hr",{},[681,682,684],"h2",{"id":683},"e-appointments-and-overbooking","E-Appointments and Overbooking",[647,686,687],{},"HQ’s scheduling engine prevents overbooking by only offering clients dates and times that have available capacity.",[647,689,690,693,694,697],{},[664,691,692],{},"Key concept:","\nAs soon as a client submits an online appointment request, the system ",[664,695,696],{},"reserves the spot immediately",", even if you have not yet confirmed the request. This ensures no chance of overbooking.",[647,699,700],{},[664,701,702],{},"Example scenario:",[657,704,705,708,711],{},[660,706,707],{},"Daily capacity = 20.",[660,709,710],{},"All 20 spots are filled, and you receive a pending e-appointment request.",[660,712,713,714],{},"That request already counts as one of the 20.\n",[657,715,716,723],{},[660,717,718,719,722],{},"If you ",[664,720,721],{},"confirm"," the request → the count stays at 20.",[660,724,718,725,728],{},[664,726,727],{},"cancel\u002Fdecline"," the request → the count drops to 19, reopening the spot.",[647,730,731,732,735],{},"✅ ",[664,733,734],{},"Pro Tip:"," In the Spay\u002FNeuter Calendar, click Tiles (top right) and check E-Apps. This shows how many pending e-appointment requests exist for each day.",[678,737],{},[681,739,741],{"id":740},"internal-scheduling-and-overbooking","Internal Scheduling and Overbooking",[743,744,746],"h3",{"id":745},"capacity-full-warning","Capacity Full Warning",[647,748,749,750,753],{},"When scheduling internally, if capacity has been reached for a species\u002Fsex\u002Fsize, a ",[664,751,752],{},"red banner warning"," will appear. The banner indicates how many animals are already booked in that category.",[755,756,758],"h4",{"id":757},"manual-overbooking","Manual Overbooking",[647,760,761,762,765,766,769],{},"Manual overbooking is ",[664,763,764],{},"not recommended"," and should only be approved by a ",[664,767,768],{},"clinic manager or veterinarian",".",[657,771,772,778],{},[660,773,774,775,769],{},"Manual overbooking can only be done when scheduling ",[664,776,777],{},"internally",[660,779,780,781,784],{},"To override capacity, select ",[664,782,783],{},"Create the appointment(s) even if the day is overbooked"," (bottom of the last step in appointment scheduling).",[678,786],{},[681,788,790],{"id":789},"issues-from-intentional-overbooking","Issues from Intentional Overbooking",[647,792,793],{},"When you overbook a specific capacity, you may unintentionally block open spots in other categories from appearing online.",[647,795,796],{},[664,797,798],{},"Example:",[657,800,801,804,807],{},[660,802,803],{},"Daily capacity = 10 female cats + 10 male cats (20 total).",[660,805,806],{},"Clinic approves overbooking → 12 female cats + 8 male cats (still 20 total).",[660,808,809,810,813],{},"Although male cat slots remain open, the system sees the max ",[664,811,812],{},"capacity of 20 reached"," and removes the day from online booking.",[647,815,816],{},[664,817,818],{},"How to Fix This:",[647,820,821],{},"To keep the remaining male cat slots available online:",[823,824,825,832,838,846],"ol",{},[660,826,827,828,831],{},"Go to the ",[664,829,830],{},"Spay\u002FNeuter Calendar"," and select the date.",[660,833,834,835],{},"Choose ",[664,836,837],{},"Adjust capacity for today only.",[660,839,840,841],{},"Increase the overbooked category (e.g., change female cats from 10 → 12).\n",[657,842,843],{},[660,844,845],{},"Your total is now 12\u002F12 female cats + 8\u002F10 male cats = 20\u002F22 total.",[660,847,848],{},"Since the overall max capacity (22) is not yet reached, the two male cat slots will remain available online.",[678,850],{},[681,852,854],{"id":853},"adjusting-capacity","Adjusting Capacity",[647,856,857,858,861],{},"If you have room in one category but are full in another, you can make ",[664,859,860],{},"micro-adjustments"," for that day.",[647,863,864,867],{},[664,865,866],{},"Steps",":",[823,869,870,876,879,885],{},[660,871,872,873],{},"Open the ",[664,874,875],{},"Spay\u002FNeuter Calendar.",[660,877,878],{},"Click the date you want to adjust.",[660,880,881,882,769],{},"Select ",[664,883,884],{},"Adjust capacity for today only",[660,886,887],{},"Decrease capacity in one category and increase it in another.",[647,889,890,892],{},[664,891,798],{},"\nThe male dog category has unfilled spots, but you want to add a small female dog. Decrease the male dog capacity and increase the small female dog capacity to allow for the appointment.",{"title":145,"searchDepth":894,"depth":894,"links":895},1,[896,898,899,900],{"id":683,"depth":897,"text":684},2,{"id":740,"depth":897,"text":741},{"id":789,"depth":897,"text":790},{"id":853,"depth":897,"text":854},"md",[],{},true,{"title":85,"description":88},{"loc":86},"dxKjl9h0gLwBPYHtVhvWYn1ZPhSCfFMAJz-1j89pmOw",[909,910],{"title":80,"path":81,"stem":82,"description":83,"children":-1},{"title":90,"path":91,"stem":92,"description":93,"children":-1},1777048720609]