In-Depth Topics Overview
Step-by-step guides for HQ's core features: scheduling appointments, managing clients, applying discounts, communications, templates, and more.
This section provides detailed step-by-step instructions for HQ's core features. Whether you're scheduling your first appointment or running recurring vaccine clinics, you'll find the full picture here.
Scheduling
- Public Spay/Neuter Appointments – How to schedule spay/neuter for individual pet owners.
- Volume Spay/Neuter Appointments – Setting up bulk appointments for shelters, rescues, and TNR organizations.
- Wellness Appointments – Creating wellness visits from the calendar or letting clients book online.
- Recheck Appointments – Scheduling post-surgical follow-ups linked to a prior surgery record.
- Vaccine Clinics – Running high-volume vaccine-only clinic days.
Managing Appointments
- Canceling, Rescheduling & No-Shows – All methods for changing or closing out appointments, including deposit handling.
Client & Record Management
- Client Management – Finding, editing, merging, tagging, and converting client records.
- Communications – Sending emails, texts, and automated messages to clients.
- Templates – Creating auto-populated Word document templates for clinic paperwork.
- Documenting User Actions – Audit, scheduler, and payment logs for tracking clinic activity and utilizing timestamps.
Financial Tools
- Discounts – Applying subsidies, grants, and in-house discounts to appointments.
- Donations – Managing donation widgets and online fundraising campaigns.