Protocol for Scheduling Veterinary Technician Appointments

Calendar Access and Date Selection

• Navigation to Scheduling Module:

  • Access the scheduling interface by navigating directly to the primary calendar tab.

• Owner Date Coordination:

  • Identify and select a date that aligns with the owner's availability.

  • Case example: Selection of Friday the $30\text{th}$.

Time Window and Slot Allocation

• Time-of-Day Categorization:

  • Determine whether the client requires a morning or an afternoon visit.

  • For cases requiring morning entry, filter specifically for morning availability.

• Slot Selection:

  • Identify open capacity within the designated window.

  • Locate and click directly on the available $09:30$ appointment slot.

Client Search and Appointment Classification

• Client Search Query Protocol:

  • Access the client search field.

  • Follow the query syntax: enter the first name first, followed by a slash, and then re-enter the last name.

• Designation of Appointment Type:

  • Categorize the booking by selecting the specific "tech appointment type" from the system options.

Internal Documentation and Final Confirmation

• Internal Notes Documentation:

  • Locate the designated "internal notes" field within the appointment form.

  • Record the precise reason for the appointment.

  • Specific procedural example: enter "nail trim" when that service is requested.

• Finalizing the Reservation:

  • Click the "done" button to process, save, and confirm the tech appointment in the system.