We’ve experimented with ways of letting volume clients make their own appointments. However, we’ve never been able to find a way that did not cause mayhem. We may look at this in the future, but right now, we try to make scheduling many appointments for volume clients as quick as possible. Using the volume client bulk appointment feature can help you set up hundreds of appointments for the year all at one time.
Setting Up Multiple Volume Client Appointments (Bulking Appointments)
Many of our clinics get repeat business from the same volume clients. For example, your local humane society may have a standing appointment for twenty animals on Tuesday. In HQ, we have a tool to help you make all these bulk appointments at one time.
Note: Only Spay/Neuter Appointments can be bulked.
To start, find the Volume Client Appointment page
- Go to Clients > Appointments > Volume Client Appointments.
- Change the date picker to a day where you already have volume client appointments scheduled for the volume client of interest. For example, if Tulsa Humane has appointments already scheduled for Tuesday, January 9th, and you would like to make appointments for this same group every Tuesday, then change the date picker to the 9th. If you don’t have any appointments on any given day for this volume client, first set up some appointments on a specific day, then come back to this step.
- Click the edit button.
Bulking placeholder appointments:
- Click the Bulk tab.
- Fill in the grid with appointment slots.
- Click the calendar icon and select a date.
- Click the Add button. Repeat for all desired dates now. Click the Add button after each one.
- Click Bulk Now, and it will make all (sometimes that’s hundreds) of the appointments at one time.
