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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":169,"body":643,"color":15,"description":172,"extension":1223,"icon":15,"links":1224,"meta":1225,"navigation":1226,"path":170,"seo":1227,"sitemap":1228,"stem":171,"__hash__":1229},"docs\u002F04.in-depth\u002F03.wellness-appointments.md",{"type":644,"value":645,"toc":1217},"minimark",[646,651,658,663,678,682,699,702,706,731,734,742,744,748,756,767,769,773,844,848,877,882,884,888,908,911,913,917,924,926,930,935,942,950,954,1008,1016,1018,1022,1045,1048,1050,1054,1087,1090,1095,1100,1102,1106,1113,1121,1123,1127,1148,1150,1154,1160,1171,1173,1177,1191,1193,1197],[647,648,650],"h2",{"id":649},"from-the-calendar-staff-booked","From the Calendar (Staff-Booked)",[652,653,654],"p",{},[655,656],"img",{"alt":145,"src":657},"\u002Fimages\u002F04-in-depth\u002F720-1920-x-225-px-1920-x-320-px-75.png",[659,660,662],"h3",{"id":661},"opening-the-wellness-calendar","Opening the Wellness Calendar",[664,665,666,675],"ol",{},[667,668,669,670,674],"li",{},"Click ",[671,672,673],"strong",{},"Wellness"," in the left-hand navigation.",[667,676,677],{},"Use the arrows to navigate to the desired date.",[659,679,681],{"id":680},"creating-an-appointment","Creating an Appointment",[683,684,685,688],"ul",{},[667,686,687],{},"Drag and drop the appointment type (e.g., vaccine, dental) into the correct time slot.",[667,689,690,691,694,695,698],{},"The ",[671,692,693],{},"Public Client"," button is selected by default. Toggle to ",[671,696,697],{},"Volume Client"," if needed.",[700,701],"hr",{},[659,703,705],{"id":704},"for-public-clients","For Public Clients",[683,707,708],{},[667,709,710,713],{},[671,711,712],{},"Enter Client Information:",[683,714,715,718,721,728],{},[667,716,717],{},"First and last name (HQ auto-capitalizes).",[667,719,720],{},"At least one phone number (cell or home).",[667,722,723,724,727],{},"Email address, or check ",[671,725,726],{},"No Email Available"," (note: many HQ features require email, such as consent, e-pay, confirmations, and reminders).",[667,729,730],{},"Address (HQ will auto-populate; enter custom if necessary).",[652,732,733],{},"HQ automatically searches for existing clients. Always select the existing profile if one is found.",[683,735,736],{},[667,737,738,741],{},[671,739,740],{},"Add Client Quick Notes (optional)",": Private notes for staff reference only (e.g., client owes money, banned). Displayed during future scheduling but not printed. Client tags are also useful for these types of notes.",[700,743],{},[659,745,747],{"id":746},"for-volume-clients","For Volume Clients",[664,749,750,753],{},[667,751,752],{},"Begin typing the volume client's name in the dropdown.",[667,754,755],{},"Select the correct profile.",[652,757,758,759,762,763,766],{},"✅ ",[671,760,761],{},"Pro Tip",": You must create a ",[671,764,765],{},"Volume Client Profile"," before scheduling.",[700,768],{},[659,770,772],{"id":771},"for-all-clients","For All Clients",[664,774,775,824,834],{},[667,776,777,780],{},[671,778,779],{},"Animal Information:",[683,781,782,788,795,801],{},[667,783,669,784,787],{},[671,785,786],{},"Animal Information",".",[667,789,790,791,794],{},"Enter details or search for an existing patient (",[671,792,793],{},"+Search Owned Animals",").",[667,796,797,798,787],{},"To add more pets, click ",[671,799,800],{},"+Add Another Animal",[667,802,803,804],{},"Optional fields:\n",[683,805,806,812,818],{},[667,807,808,811],{},[671,809,810],{},"Caution"," (anxious or bite risk).",[667,813,814,817],{},[671,815,816],{},"Animal Notes"," (persist across appointments, e.g., allergic to penicillin).",[667,819,820,823],{},[671,821,822],{},"Appointment Notes"," (specific to this visit, e.g., up to date on vaccines except rabies).",[667,825,826,829,830,833],{},[671,827,828],{},"Services, Products & Discounts:"," On the right, click ",[671,831,832],{},"+Add Services, Products & Discounts"," and select the items needed.",[667,835,836,839,840,843],{},[671,837,838],{},"Confirm Appointment:"," Adjust start and end times if necessary. If no deposit is required, click ",[671,841,842],{},"Make Appointment."," If a deposit is required, follow the steps below.",[659,845,847],{"id":846},"adding-a-deposit","Adding a Deposit",[664,849,850,860,863,866,871],{},[667,851,852,853,856,857,787],{},"On the ",[671,854,855],{},"Confirm Appointment"," screen, click ",[671,858,859],{},"+ Add Deposit",[667,861,862],{},"Choose a tender type: Cash, Check, Credit Card (POS), Credit Card (E-Payment), or Credit Card (Manual).",[667,864,865],{},"Enter the deposit amount.",[667,867,669,868,787],{},[671,869,870],{},"Save Deposit",[667,872,873,874,787],{},"Select ",[671,875,876],{},"Make Appointment",[652,878,758,879,881],{},[671,880,761],{},": Same-day appointments do not trigger email confirmations. This prevents walk-ins from receiving appointment confirmations after already arriving at the clinic.",[700,883],{},[659,885,887],{"id":886},"making-a-basic-wellness-appointment","Making a Basic Wellness Appointment",[683,889,890,897,902,905],{},[667,891,892,893,896],{},"From the ",[671,894,895],{},"Spay\u002FNeuter by Capacities Calendar",", select the desired date.",[667,898,669,899,787],{},[671,900,901],{},"Make Basic Wellness Appointment",[667,903,904],{},"Enter owner and animal information as outlined above.",[667,906,907],{},"Confirm and save the appointment.",[652,909,910],{},"Basic Wellness appointments do not have assigned times or rooms. They only appear on the Spay\u002FNeuter calendar.",[700,912],{},[659,914,916],{"id":915},"viewing-patient-history","Viewing Patient History",[652,918,919,920,923],{},"For returning patients, after selecting the client and animal, click ",[671,921,922],{},"View Animal History"," (bottom right). This opens the complete medical history for quick review during scheduling.",[700,925],{},[647,927,929],{"id":928},"online-e-appointments-client-booked","Online (E-Appointments, Client-Booked)",[652,931,932],{},[655,933],{"alt":145,"src":934},"\u002Fimages\u002F04-in-depth\u002F720-1920-x-225-px-1920-x-320-px-76.png",[652,936,937,938,941],{},"Like spay\u002Fneuter appointments, ",[671,939,940],{},"wellness appointments"," can also be scheduled online by public clients. The e-appointment form allows clients to select the type of appointment, choose an available time, and provide client and animal details in advance.",[652,943,944,945,949],{},"For details on how the online scheduler works generally, see the ",[946,947,948],"a",{"href":160},"Online Appointment Scheduler"," section of this manual.",[659,951,953],{"id":952},"enabling-wellness-appointment-types","Enabling Wellness Appointment Types",[664,955,956,963,970,976,979],{},[667,957,958,959,962],{},"Verify that all ",[671,960,961],{},"wellness appointment types"," are created.",[667,964,965,966,969],{},"Open your ",[671,967,968],{},"wellness rooms"," (see Wellness Settings guide).",[667,971,972,973,787],{},"Go to ",[671,974,975],{},"Settings > E-Appointments",[667,977,978],{},"Enable the appointment types for online scheduling.",[667,980,981,982,985,986],{},"Test your form by clicking ",[671,983,984],{},"Preview in New Tab"," under your e-appointment link.\n",[683,987,988],{},[667,989,990,991],{},"If appointments don't appear, ensure:\n",[683,992,993,999,1005],{},[667,994,690,995,998],{},[671,996,997],{},"Spay\u002FNeuter Calendar"," is open.",[667,1000,1001,1004],{},[671,1002,1003],{},"Wellness Calendar rooms"," are open.",[667,1006,1007],{},"Appointment types are enabled.",[652,1009,758,1010,1012,1013,787],{},[671,1011,761],{},": Wellness rooms only stay open if the Spay\u002FNeuter Calendar is also open. If you aren't performing spay\u002Fneuter that day, set capacities to zero by selecting ",[671,1014,1015],{},"Adjust Capacity for Today Only",[700,1017],{},[659,1019,1021],{"id":1020},"what-clients-see-in-the-e-form","What Clients See in the E-Form",[683,1023,1024,1027,1030,1033,1036,1039],{},[667,1025,1026],{},"Choose appointment type.",[667,1028,1029],{},"Select animal type and available date.",[667,1031,1032],{},"Enter client and animal information.",[667,1034,1035],{},"Select services (if enabled).",[667,1037,1038],{},"Provide payment if required (deposit or online payment).",[667,1040,1041,1042,787],{},"Submit by clicking ",[671,1043,1044],{},"Request Appointment",[652,1046,1047],{},"Clients then see a pop-up confirming their request is pending and receive an email notification.",[700,1049],{},[659,1051,1053],{"id":1052},"confirming-an-e-appointment","Confirming an E-Appointment",[664,1055,1056,1067,1073],{},[667,1057,1058,1059,1062,1063,1066],{},"Click the ",[671,1060,1061],{},"green E-Apps button"," (top left of calendar) or go to ",[671,1064,1065],{},"Online Appointments"," in the navigation menu.",[667,1068,1069,1070,1072],{},"Open the ",[671,1071,169],{}," tab.",[667,1074,669,1075,1078,1079],{},[671,1076,1077],{},"Confirm"," for the appointment.\n",[683,1080,1081,1084],{},[667,1082,1083],{},"If the client already exists in HQ, select their profile.",[667,1085,1086],{},"If the animal is new, use Owner selected but start new animal record.",[652,1088,1089],{},"Once confirmed, the client automatically receives your clinic's confirmation email.",[652,1091,1092],{},[655,1093],{"alt":145,"src":1094},"\u002Fimages\u002F04-in-depth\u002Fwellnessss.png",[652,1096,1097],{},[655,1098],{"alt":145,"src":1099},"\u002Fimages\u002F04-in-depth\u002Fredoo.png",[700,1101],{},[659,1103,1105],{"id":1104},"editing-services-while-confirming","Editing Services While Confirming",[652,1107,1108,1109,1112],{},"Use the ",[671,1110,1111],{},"pencil"," edit tool to:",[683,1114,1115,1118],{},[667,1116,1117],{},"Remove inappropriate items (e.g., rabies vaccine selected for too young a puppy).",[667,1119,1120],{},"Add requested items from notes that weren't selected on the form.",[700,1122],{},[659,1124,1126],{"id":1125},"timing-rules","Timing Rules",[683,1128,1129,1136,1142],{},[667,1130,1131,1132,1135],{},"Online requests close at ",[671,1133,1134],{},"midnight"," in your time zone.",[667,1137,1138,1141],{},[671,1139,1140],{},"Same-day requests are not available"," — only future dates appear online.",[667,1143,1144,1145,787],{},"To adjust how far out clients can book: go to ",[671,1146,1147],{},"Settings > E-Appointments > Edit > Number of months to book in the future",[700,1149],{},[659,1151,1153],{"id":1152},"adding-or-restricting-services","Adding or Restricting Services",[652,1155,1156,1157,1159],{},"In ",[671,1158,975],{},", you can:",[683,1161,1162,1165,1168],{},[667,1163,1164],{},"Restrict available services by appointment type (e.g., only vaccines for vaccine clinics).",[667,1166,1167],{},"Require clients to select at least one service.",[667,1169,1170],{},"Add item descriptions to make options clearer.",[700,1172],{},[659,1174,1176],{"id":1175},"key-difference-wellness-vs-spayneuter-online","Key Difference: Wellness vs. Spay\u002FNeuter Online",[683,1178,1179,1185],{},[667,1180,1181,1184],{},[671,1182,1183],{},"Spay\u002FNeuter appointments",": Can include other add-on services.",[667,1186,1187,1190],{},[671,1188,1189],{},"Wellness appointments",": Cannot include spay or neuter as add-ons. If requested, you must cancel and recreate as a spay\u002Fneuter appointment with additional services attached.",[700,1192],{},[659,1194,1196],{"id":1195},"appointment-ideas","Appointment Ideas",[683,1198,1199,1205,1211],{},[667,1200,1201,1204],{},[671,1202,1203],{},"Telemedicine",": Create a wellness appointment type requiring a payment (e.g., Telemedicine Consultation). HQ does not currently support video calls directly.",[667,1206,1207,1210],{},[671,1208,1209],{},"Food Pantry Pickups",": Use HQ products (pre-loaded food bag sizes). Do not allow clients to select bags online — assign the correct size during confirmation so pantry staff know what to prepare.",[667,1212,1213,1216],{},[671,1214,1215],{},"Mailed Preventatives (E-Pharmacy)",": Allow clients to choose flea\u002Ftick medications for mailing.",{"title":145,"searchDepth":1218,"depth":1218,"links":1219},1,[1220,1222],{"id":649,"depth":1221,"text":650},2,{"id":928,"depth":1221,"text":929},"md",[],{},true,{"title":169,"description":172},{"loc":170},"Q9Pom5ZxIkLTJXLxceAcyKWTcZO_NsdZWq_owSQeAEk",[1231,1232],{"title":164,"path":165,"stem":166,"description":167,"children":-1},{"title":174,"path":175,"stem":176,"description":177,"children":-1},1777048717878]