4.15. Quick Search Action Menu

The Quick Search Action Menu (formerly called the Jumbo Menu) provides shortcuts to common scheduling workflows. Think of it as a traffic director —pointing you to the right place in HQ to start tasks quickly.

On any given day, clinics may handle spay/neuter surgeries, routine wellness exams, walk-in vaccine clinics, or even clients purchasing items over the counter. The Action Menu helps guide staff to the correct workflow without guesswork.

To open Quick Search:

• Press Ctrl + K on your keyboard, or
• Click the search bar at the top of the navigation menu.

Quick Actions

• Take Donation: Quickly process a donation. (Requires a donation pot to be set up in Funding Partnerships.)
• Spay/Neuter: Opens the Spay/Neuter Calendar to schedule surgery appointments.
• Shot Clinic: A starting point for logging clients during a vaccine/shot clinic. Allows you to check if the client or animal has been seen before and create a new appointment. (Often used for walk-ins, though scheduled wellness features are recommended for better management.)
• Walk-In Appointment: Flexible tool for starting any type of appointment (spay/neuter or wellness) when clients arrive without a scheduled time. ( Scheduled Wellness: Assign specific time slots to wellness appointments (e.g., a dental at 1:00 PM).
• Over the Counter: Log sales of items like T-shirts or e-collars that don’t require client/patient records. The transaction is captured in end-of-day reconciliation.
• Appointment Changes: Access tools to reschedule, cancel, or delete appointments.

Special Case: Scheduled Spay/Neuter

If your clinic uses time-based spay/neuter scheduling, an extra shortcut— Scheduled Spay/Neuter —will appear. This is for the rare clinic that assigns exact times (e.g., 9:00 AM, 10:00 AM, etc.) instead of check-in windows.

• If you don’t see this option, it means the feature is not enabled in your clinic’s settings.