1. Determine the type of appointment you need on the Calendar and double-click on the appropriate color block. DO NOT book appointments in the middle of a color block – they must be placed at the top or bottom of the block, or next to another appointment.

​

2. Select the type of appointment you are scheduling and change the “Appointment Type” to “Block”.
3. Adjust the appointment time (20, 30, 45 minutes, etc.)
4. Type your name in “Reason for Appointment”.
5. Leave tab open and Save.​
6. Select “New Payment” to take deposit.

​

7. Select appropriate payment type, enter deposit amount, and select “Pay”.

​

8. Ask client if they would like to keep their card on file for future payments. If yes, check box next to “Store Card for future payments”.

​

9. Confirm that name on card and billing zip code is correct. Update as necessary (we can take payment form someone who is not listed on owner’s profile).
10. Select “Copy Billing Information”.

​

11. Enter card number, expiration, and CVV number.
12. Submit.
13. “Send email” from following pop up to send email deposit receipt to client.

​

14. Return to appointment tab.
15. Enter pet’s AID under in the “Patient” field. Owner should autofill.
16. Enter appointment details in “Reason for Appointment” field.
17. Save.

​

18. Return to Calendar, right click on appointment again, hover over “Edit Form”, and select “CVH – Consent & Pre-Visit”.

​

19. Select “Save”.

​

20. Select “Send For Signature”.
21. Select “Reason/Communicates”.
22. Select “Destinations”.
23. Select “Email Template”.
24. Check box for “Include Generated Document(PDF)”.
25. Select “Send” then “Save & Close” consent.

​