1.3.1. Getting Started

Logging into HQ for the First Time

You will receive an email prompting you to create a password and log in to HQ.

• Use Google Chrome for the best experience.
• Each user must log in with a unique email address.
• If you haven’t received the email, check your Spam/Junk folder. If it’s still not there, contact info@clinichq.com.
• Access HQ at clinichq.com.

Complete Your Onboarding Checklist

1. Watch the HQ Flow Video

• Go to the HQ Flow & Top Tools page.
• Watch the 5-minute HQ Flow video at the top of the page. This outlines our recommended clinical flow.

2. Watch the Top Tools Videos

• On the same page, watch the short videos highlighting HQ’s top tools.
• These explain the core features and how HQ works.

3. Appoint an HQ Admin

• Assign one or two people to manage your HQ setup.
• Setup takes approximately 6–8 hours.

4. Set a “Go Live” Date

• Budget 30 days for setup and training.
• Communicate the go-live date to your staff.
• Email info@clinichq.com once you set your date—we’ll call on your go-live day to check in, answer questions, and provide support.

HQ Admin Setup

• From the University site, click Course Login (top right) and select the yellow OnePass button.
• Allow HQ to connect your account so your HQ login and University login match.
• Once logged in, click My Courses (top right) and begin the HQ Setup course, following along with the videos.

Staff Training

• All staff have access to a training site built directly into HQ. ** To access: click Help (upper right corner) → Visit Training Site. ** Each user has their own training site with built-in generic templates to practice on.
• Staff should complete the Go Live Training: ** Admin course for administrative roles. ** Medical course for clinical roles. ** Training is hands-on using the practice site.

Stay Connected

• Join our Facebook community: Spay/Neuter Central is a support group for staff and volunteers working in high-volume spay/neuter or wellness clinics. It’s a great place to ask questions, share tips, and find a little humor in the spay/neuter world.

✅ Pro tip: Bookmark this manual so you can return to it easily!