VIDEO ON THIS TOPIC
In Wellness Settings, you will see two tabs: Appointment Types and Rooms. Move to the next manual section to learn how to create new appointment types and rooms.
Appointment Types:
Any services your clinic offers where the animal will not be receiving a spay/neuter surgery would be scheduled as a Wellness appointment. Clinic HQ Classifies appointments as three main kind: Spay/Neuter, Recheck for S/N and Wellness.
Wellness is the big umbrella for non-spay/neuter visits. Underneath that category, you can create sub-appointment types.
Rooms:
Each appointment type will need to be assigned to a Room. The Rooms will be displayed on the Wellness Calendar as columns for where/when to book the appointment type.
The wellness settingsManaging the Wellness Calendar Schedule
The appointment hours for wellness services are controlled by the Wellness Rooms. However, if your clinic’s wellness services are not available on the same days as spay/neuter services or if you want to have different hours on different days, you will need to set up the Wellness Calendar schedule from the actual Calendars.
Opening/Closing Days
The Spay/Neuter Calendar controls the days of operation across your clinic. Meaning if the day is closed on the SN calendar, it will also be closed on the Wellness Calendar.
How do I open a day just for Wellness/Vaccine Clinic and not for spay/neuter?
Go to the Spay/Neuter Calendar and open the day. Once opened, click the day and choose “Adjust capacity for today only.” Zero out the surgery capacity and save. Additionally, you may want to click the day again and add a note indicating the day is just for wellness.
We want to open the day for spay/neuter but not offer wellness. How do we prevent people from booking wellness services on a surgery day?
Create a Closed Block
If the day is open on the Spay/Neuter Calendar, you will need to create a block on the Wellness Calendar.Go to your Wellness Calendar and click on an open empty space on the timeline under a room. In the pop-up, indicate the reason for closing this time block, the duration the block should last, and whether it should repeat.
Closing a day on the wellness calendar
Marking a day as closedRemoving a Blocked Time
Remove a blocked off time by clicking the blocked reason.
Click on the reason for blocking to remove itIf the block is a recurring on other days, you will have the options to delete it from this day only(the day you are working on) or all days.
Options for removing a recurring blockChanging How The Calendar Displays
Each user can manage how they view the calendar. Go to the Wellness Calendar.
Click the 1, 5, 15, and 30 minute buttons to see how the view changes. This means it will display in 5-minute, 15-minute, or 30-minute time intervals on the calendar.
Changing how the wellness calendar displays