Before making appointments, it’s important to understand that we have two main client types in HQ: public clients and volume clients.

Public Clients

Public clients are regular, everyday pet owners that bring their animals to your clinic to get spayed and neutered. They typically pay when they pick up or drop off their animal, and HQ doesn’t generate an invoice for this occurrence. The lack of an invoice is one of the main differences between public clients and volume clients.

Volume Clients

Volume clients include shelters, rescues, and TNR. A good rule of thumb is that any client who brings in more than ten animals a year should be set up as a volume client.

Tip: Feral cat trappers can be categorized as either public or volume clients. Typically, if they only bring in one batch of cats and do not trap for an organization or as a hobby, they should be classified as a public client. However, if the trapper regularly brings in cats, they can be set up as a volume client. If a trapper is initially set up as a public client but later needs to be switched to a volume client, this can be done by creating a new volume client profile in HQ, using a name like “Sally Smith – Trapper” for the organization. Then, merge the original public profile into the new volume client profile.