Appointments will only be available in the Portal for volume clients once they are released, aka. scheduled, for the client. This section will show you how to make appointments available in HQ for a specific volume client.
To schedule a VC spay/neuter appointment, follow these steps:
Getting Started:
- Navigate to the Spay/neuter by Capacities calendar.
- Click on the day you want to make the appointment(s).
- Click Make Spay/Neuter Appointment.
- Toggle the Client Type to Volume Client.
- Begin typing the volume client’s name in the Select Volume Client dropdown. If you haven’t already, you’ll need to create the volume client a profile.
- Select the correct volume client from the list that appears.
- Fill in the grid with the correct number of appointments. These will act as placeholder appointments.
Input the numbers in the appropriate columns:
- Select one of the following:
- Volume Client Transport (Self): This option indicates that the volume client will bring the animals to your clinic.
- Clinic Transport (Truck): This option indicates that your clinic will pick up the animals.
- Click the Make Appointment button to finalize the process.
If you decide not to continue, you can select Cancel to cancel the creation of the appointments.
- Note: You do not need to fill in additional details like the animal’s name or the specific services. This information will be entered by the volume client in the Volume Client Portal (VCP).
- Once you create the appointments, they will be automatically released to the VCP for the client to finalize. Volume clients cannot make their own appointments in HQ. This is the only method to make volume client appointments.