Scheduling

4.2. Public, Volume, TNR

Public Clients

  • Who they are: Everyday pet owners bringing in their pets for spay/neuter.
  • Payment process: They pay at drop-off or pick-up.
  • Invoices: HQ does not generate invoices for these clients.
  • Use case: Best for one-off or low-frequency visits.

Volume Clients

  • Who they are: ** Shelters ** Rescues ** TNR programs/groups ** Any individual or organization that brings in more than 10 animals per year.
  • Payment process: Usually handled through invoices generated by HQ.
  • Use case: Designed for high-volume relationships that require recordkeeping and billing consistency.

TNR (Trap-Neuter-Return) & Feral Cat Trappers

  • Part of volume clients if they trap regularly or for an organization.
  • When to classify as Public: ** If they only bring in one batch of cats. ** If trapping is not a hobby or organizational role.
  • When to classify as Volume: ** If they regularly trap cats. ** If they are affiliated with a rescue or TNR group.
  • Switching from Public → Volume:
  1. Create a new Volume Client profile in HQ (example: “Sally Smith – Trapper”).
  2. Merge the original Public profile into the new Volume profile.

Pro tip / Quick Rule of Thumb:

  • One-time pet owner → Public
  • Shelters/Rescues/Regular trappers → Volume
  • Occasional trapper (single batch) → Public, unless they return frequently