What To Do At The End Of Your Day

12.5. Approving e-Appointments

Reviewing and Approving e-Appointments.

Approving e-appointments can happen at any time during the day. Before heading home, it is a good practice to double-check that all pending appointments have been reviewed and approved.


Approving e-Appointments.

To review and approve e-appointments:

  1. Select Online Appointments in the left navigation menu.
  2. Review both appointment types: Spay/Neuter and Wellness. Pending e-appointments may appear in either section.
  3. Review each appointment and verify key details, including the pet’s age, weight, address (if address restrictions apply), client notes, and any custom questions your clinic uses.
  4. If there are no issues, review and refine the selected services. Add any additional services the animal is likely to need. For example, if proof of a rabies vaccine was not provided and state regulations require one, add the rabies vaccine service.
  5. If the client or animal has visited your clinic previously, select the existing owner and animal record when prompted.
  6. Complete the process by making the appointment.