15. Volume Client Portal
Volume Client Portal Overview.
The Volume Client Portal is a mini-website that allows volume clients to manage information related to the animals they bring to your clinic.
The portal allows volume clients to enter pet data, sign consent forms, and, after checkout, view statistics, access paperwork such as rabies certificates, the spay and neuter certificate, and invoices.
Volume Client Portal Guide.
We have created a guide to orient your volume clients to the Portal's features and how to use them. VCP Guide HERE
This guide is also available directly to volume clients on the VCP login page.
To get started, Volume Clients must provide you an email address to access the Portal. If the client also uses Clinic HQ as a clinic, they must provide a new email address as an email can only be associated with one HQ account.
Volume Client Portal Videos.
▶️ Video: Video overview for volume clients.
▶️ Video: Video overview for clinics.
Logic Associated With the Volume Client Portal.
The Volume Client Portal is designed to balance access to information with controlled appointment management.
- The portal provides volume clients access to records and reporting but does not allow full appointment creation.
- Volume clients can delete appointments through the portal.
- Volume clients cannot add new appointments through the portal.
- Once an appointment has been checked in through HQ, it can no longer be modified by the volume client.
Volume Client Portal Settings.
Clinics can also limit what functions the Volume Client has access to, such as deleting appointment slots, changing the appointment's sex/species, etc. Learn more about VCP Settings HERE