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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":164,"body":643,"color":15,"description":167,"extension":1182,"icon":15,"links":1183,"meta":1184,"navigation":1185,"path":165,"seo":1186,"sitemap":1187,"stem":166,"__hash__":1188},"docs\u002F04.in-depth\u002F02.volume-spay-neuter-appointments.md",{"type":644,"value":645,"toc":1173},"minimark",[646,653,658,661,664,669,681,687,694,698,702,705,729,734,736,741,796,798,802,809,818,822,825,829,833,933,937,941,948,950,954,957,962,964,968,988,996,998,1002,1031,1036,1040,1044,1050,1052,1056,1061,1063,1067,1070,1107,1109,1113,1116,1129,1131,1135,1147,1149,1153,1163],[647,648,649],"p",{},[650,651],"img",{"alt":145,"src":652},"\u002Fimages\u002F04-in-depth\u002F720-1920-x-225-px-1920-x-320-px-35.png",[654,655,657],"h2",{"id":656},"volume-clients","Volume Clients",[647,659,660],{},"Volume clients are clients who may bring multiple animals into the clinic at once.\nThis section shows you how to set up a volume client, set up spay\u002Fneuter appointments for this client type internally in HQ, and bulk schedule appointments.",[662,663],"hr",{},[665,666,668],"h3",{"id":667},"whats-different-about-volume-clients","What’s Different About Volume Clients?",[647,670,671,672,676,677,680],{},"While ",[673,674,675],"strong",{},"public clients"," can go online and create their own appointments, the steps are different for volume clients because they have a dedicated ",[673,678,679],{},"volume client portal",".",[647,682,683,684,686],{},"The ",[673,685,679],{}," allows the client to enter information about each of their animals prior to the volume client appointment once appointments are released.",[647,688,689,690,693],{},"✅ ",[673,691,692],{},"Pro Tip",": This section covers how volume clients can edit their appointments from their portal.",[654,695,697],{"id":696},"making-a-new-volume-client","Making a New Volume Client",[665,699,701],{"id":700},"creating-a-volume-client-profile","Creating a Volume Client Profile",[647,703,704],{},"In order to schedule appointments, the clinic must first create the volume client profile in HQ.",[706,707,708,715],"ol",{},[709,710,711,712,680],"li",{},"Go to ",[673,713,714],{},"Clients > Client Management > Create Volume Client",[709,716,717,718,721,722,725,726,680],{},"The minimum required information is the ",[673,719,720],{},"Organization Name",", at least one ",[673,723,724],{},"phone number",", and the ",[673,727,728],{},"physical address",[647,730,689,731,733],{},[673,732,692],{},": If creating a volume client who is a trapper by hobby and not affiliated with an organization, use their name as the organization name. Example: “Sally Smith – Trapper.” Then, in the client’s details, also fill the first name as Sally and the last name as Smith.",[662,735],{},[737,738,740],"h4",{"id":739},"field-definitions","Field Definitions",[706,742,743,749,755,760,766,772,778,784,790],{},[709,744,745,748],{},[673,746,747],{},"Organization",": The name of the volume client you will be working with (e.g., Tulsa Humane Society). Do not abbreviate, since this name will appear on many documents related to the animals connected to that client.",[709,750,751,754],{},[673,752,753],{},"First Name",": Optional. Point of contact for this organization.",[709,756,757,754],{},[673,758,759],{},"Last Name",[709,761,762,765],{},[673,763,764],{},"Cell Phone",": At least one phone number is required as the emergency contact for this organization.",[709,767,768,771],{},[673,769,770],{},"Other Phone",": Optional.",[709,773,774,777],{},[673,775,776],{},"Microchip Mail",": Email field that goes on the Found Animals microchip export. Animals for volume clients are not auto-registered with 24PetWatch.",[709,779,780,783],{},[673,781,782],{},"Bill to Email 1",": The primary email where volume client invoices will be sent.",[709,785,786,789],{},[673,787,788],{},"Bill to Email 2",": An alternate email for volume client invoices.",[709,791,792,795],{},[673,793,794],{},"Physical Address",": Must be entered for every volume client. Without it, you will not be able to check their animals out.",[662,797],{},[665,799,801],{"id":800},"inviting-the-client-to-the-vcp","Inviting the Client to the VCP",[647,803,804,805,808],{},"Once the volume client profile is created, you must invite the client to log in to the ",[673,806,807],{},"Volume Client Portal (VCP)",". This is where they will view appointments, enter animal and owner data, and pay invoices.",[647,810,689,811,813,814,680],{},[673,812,692],{},": To learn more about inviting a client to the VCP, visit this ",[815,816,817],"a",{"href":96},"page",[654,819,821],{"id":820},"releasing-appointments-to-the-vcp","Releasing Appointments to the VCP",[647,823,824],{},"Appointments will only be available in the Portal for volume clients once they are released, aka. scheduled, for the client. This section will show you how to make appointments available in HQ for a specific volume client.",[665,826,828],{"id":827},"to-schedule-a-vc-spayneuter-appointment-follow-these-steps","To schedule a VC spay\u002Fneuter appointment, follow these steps:",[665,830,832],{"id":831},"getting-started","Getting Started:",[706,834,835,842,845,851,861,872,875,882,885,903,926],{},[709,836,837,838,841],{},"Navigate to the ",[673,839,840],{},"Spay\u002Fneuter by Capacities"," calendar.",[709,843,844],{},"Click on the day you want to make the appointment(s).",[709,846,847,848,680],{},"Click ",[673,849,850],{},"Make Spay\u002FNeuter Appointment",[709,852,853,854,857,858,680],{},"Toggle the ",[673,855,856],{},"Client Type"," to ",[673,859,860],{},"Volume Client",[709,862,863,864,867,868,871],{},"Begin typing the volume client’s name in the ",[673,865,866],{},"Select Volume Client"," dropdown. If you haven't already, you'll need to ",[815,869,870],{"href":165},"create the volume client"," a profile.",[709,873,874],{},"Select the correct volume client from the list that appears.",[709,876,877,878,881],{},"Fill in the grid with the correct number of appointments. These will act as ",[673,879,880],{},"placeholder"," appointments.",[709,883,884],{},"Input the numbers in the appropriate columns:",[709,886,887,888],{},"Select one of the following:",[889,890,891,897],"ul",{},[709,892,893,896],{},[673,894,895],{},"Volume Client Transport"," (Self): This option indicates that the volume client will bring the animals to your clinic.",[709,898,899,902],{},[673,900,901],{},"Clinic Transport"," (Truck): This option indicates that your clinic will pick up the animals.",[709,904,905,906,909,910,913,914,917,918],{},"Click the ",[673,907,908],{},"Make Appointment"," button to finalize the process.",[911,912],"br",{},"If you decide not to continue, you can select ",[673,915,916],{},"Cancel"," to cancel the creation of the appointments.",[889,919,920],{},[709,921,922,925],{},[673,923,924],{},"Note:"," You do not need to fill in additional details like the animal’s name or the specific services. This information will be entered by the volume client in the Volume Client Portal (VCP).",[709,927,928,929,932],{},"Once you create the appointments, they will be automatically released to the VCP for the client to finalize. ",[673,930,931],{},"Volume clients cannot make their own appointments in HQ",". This is the only method to make volume client appointments.",[654,934,936],{"id":935},"bulking-volume-client-appointments","Bulking Volume Client Appointments",[665,938,940],{"id":939},"volume-client-bulk-appointments","Volume Client Bulk Appointments",[647,942,943,944,947],{},"We’ve experimented with ways of letting volume clients make their own appointments. However, we have never been able to find a way that did not cause mayhem. While this may be explored in the future, the focus for now is on making scheduling as quick and efficient as possible. The ",[673,945,946],{},"volume client bulk appointment"," feature helps you set up hundreds of appointments for the year all at once.",[662,949],{},[737,951,953],{"id":952},"setting-up-multiple-volume-client-appointments-bulking-appointments","Setting Up Multiple Volume Client Appointments (Bulking Appointments)",[647,955,956],{},"Many clinics get repeat business from the same volume clients. For example, a local humane society may have a standing appointment for twenty animals on Tuesday. HQ provides a tool that allows you to make all of these bulk appointments at once.",[647,958,689,959,961],{},[673,960,692],{},": Only spay\u002Fneuter appointments can be bulked.",[662,963],{},[737,965,967],{"id":966},"starting-the-process","Starting the Process",[706,969,970,975,982],{},[709,971,711,972,680],{},[673,973,974],{},"Clients > Appointments > Volume Client Appointments",[709,976,977,978,981],{},"Change the ",[673,979,980],{},"date picker"," to a day where you already have volume client appointments scheduled for the client of interest.",[709,983,905,984,987],{},[673,985,986],{},"edit"," button.",[889,989,990,993],{},[709,991,992],{},"Example: If Tulsa Humane has appointments already scheduled for Tuesday, January 9th, and you want to create appointments for the same group every Tuesday, change the date picker to the 9th.",[709,994,995],{},"If no appointments are scheduled yet for the volume client, set up some on a specific day first, then return to this step.",[662,997],{},[737,999,1001],{"id":1000},"bulking-placeholder-appointments","Bulking Placeholder Appointments",[706,1003,1004,1010,1013,1016,1025],{},[709,1005,905,1006,1009],{},[673,1007,1008],{},"Bulk"," tab.",[709,1011,1012],{},"Fill in the grid with appointment slots.",[709,1014,1015],{},"Click the calendar icon and select a date.",[709,1017,905,1018,1021,1022,1024],{},[673,1019,1020],{},"Add"," button. Repeat for all desired dates. Click the ",[673,1023,1020],{}," button after each entry.",[709,1026,847,1027,1030],{},[673,1028,1029],{},"Bulk Now",". The system will create all of the appointments at once (sometimes hundreds).",[647,1032,1033],{},[650,1034],{"alt":145,"src":1035},"\u002Fimages\u002F04-in-depth\u002Fbulking-appointments.jpg",[654,1037,1039],{"id":1038},"managing-volume-client-appointments","Managing Volume Client Appointments",[665,1041,1043],{"id":1042},"volume-client-portal-vcp-overview","Volume Client Portal (VCP) Overview",[647,1045,1046,1047,1049],{},"In the ",[673,1048,807],{},", a client can manage their released and scheduled appointments. They can confirm the species, sex, and size of the animals, sign consent forms, and more.",[662,1051],{},[737,1053,1055],{"id":1054},"key-features-of-the-vcp","Key Features of the VCP",[647,1057,1058],{},[650,1059],{"alt":145,"src":1060},"\u002Fimages\u002F04-in-depth\u002Fvcp-features.jpg",[662,1062],{},[737,1064,1066],{"id":1065},"entering-animal-data","Entering Animal Data",[647,1068,1069],{},"Once you provide access to your volume client, they will be able to enter data in an easy-to-understand interface.",[706,1071,1072,1078,1085,1091,1097],{},[709,1073,1074,1075,1009],{},"Clients see the appointments on the ",[673,1076,1077],{},"Appointments",[709,1079,1080,1081,1084],{},"If no appointments are available on a particular day, they can click ",[673,1082,1083],{},"Calendar"," to navigate to their appointment date.",[709,1086,1087,1088,987],{},"To begin completing data entry, they click the ",[673,1089,1090],{},"Enter Data",[709,1092,683,1093,1096],{},[673,1094,1095],{},"Animal Info"," screen opens, where they can add names, weight, sex, breed, color, age, and any owner information (if it is an owned animal).",[709,1098,1099,1100,1103,1104,1106],{},"Once data is filled in, the client selects ",[673,1101,1102],{},"Services"," or ",[673,1105,441],{}," for the animal.",[662,1108],{},[737,1110,1112],{"id":1111},"signing-consent-forms","Signing Consent Forms",[647,1114,1115],{},"After data and services are entered for every animal, the volume client has the option to sign all consents at once or send individual consents to an owner (if an owner was listed).",[706,1117,1118,1124],{},[709,1119,1120,1121,680],{},"To sign consents, tick each checkmark or click ",[673,1122,1123],{},"Select all",[709,1125,847,1126,680],{},[673,1127,1128],{},"Bulk Sign",[662,1130],{},[737,1132,1134],{"id":1133},"the-search-animals-tab","The “Search Animals” Tab",[706,1136,1137,1140],{},[709,1138,1139],{},"Clients can search animals by name, owner name, or microchip number.",[709,1141,1142,1143,1146],{},"To reprint spay\u002Fneuter or rabies certificates, they can click ",[673,1144,1145],{},"Paperwork"," for that animal.",[662,1148],{},[737,1150,1152],{"id":1151},"viewing-and-paying-invoices","Viewing and Paying Invoices",[647,1154,1155,1156,1159,1160,680],{},"Volume clients can view invoices and pay for them via ",[673,1157,1158],{},"Portal Pay"," if your clinic uses our card processing partner ",[673,1161,1162],{},"MP Group",[706,1164,1165,1170],{},[709,1166,1167,1168,1009],{},"Go to the ",[673,1169,551],{},[709,1171,1172],{},"View open invoices and make payments directly through the portal.",{"title":145,"searchDepth":1174,"depth":1174,"links":1175},1,[1176,1178,1179,1180,1181],{"id":656,"depth":1177,"text":657},2,{"id":696,"depth":1177,"text":697},{"id":820,"depth":1177,"text":821},{"id":935,"depth":1177,"text":936},{"id":1038,"depth":1177,"text":1039},"md",[],{},true,{"title":164,"description":167},{"loc":165},"oCid1GaYwf4K2nVa2Hnf6Ad_jxOaVmGc-dZr2upFEH8",[1190,1191],{"title":159,"path":160,"stem":161,"description":162,"children":-1},{"title":169,"path":170,"stem":171,"description":172,"children":-1},1777048717877]