4.1. Correctly Scheduling Appts

The cardinal rule in HQ is that appointments should always be made under the person or organization physically bringing the animal through the door.

If billing needs to be directed elsewhere, HQ provides tools to handle subsidies. For example:

• If Jane Smith has a voucher and the SPCA is paying, the appointment should still be under Jane Smith, with the subsidy tool used to bill the SPCA.

Examples

• Individual Owner ** Jane Smith brings in her cat → Appointment is made under Jane Smith.
• Organization ** The Raleigh SPCA brings in 10 animals → Appointments are made under Raleigh SPCA, even if some of the animals have individual owners.
• Foster on Behalf of an Organization ** Foster Betty Jones brings in a puppy for the SPCA → Appointment is made under Raleigh SPCA. Betty can be associated as a volume client owner.
• Voucher/Third-Party Payment
• Jamie Connelly brings in her kitten with a shelter voucher → Appointment is made under Jamie Connelly, with billing redirected to the SPCA via subsidy.
• TNR Trapper ** Shirley Walker brings in 6 cats and plans to bring 3 more later → ** Option A: Keep as public appointments for now. ** Option B (more efficient): Create a volume client profile (e.g., “Shirley Walker TNR”) and merge her public appointments into it.

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