Implementation Guide: Calendar setup & Appointments

Training Webinars and Onboarding documentation can be found on the Covetrus Pulse™ Implementation resources website: https://software.covetrus.com/support/pulse-implementation-resources/

Calendar and appointment setup is an efficient and effective calendar for your clinic's workflow is pivotal. The following links to articles and videos will assist you and your staff in understanding and setting up the key parts of your calendar and appointment flow.

1. Calendar Optimization Webinar
2. General Calendar Settings
3. Calendar Overview
4. Appointment Types
5. Calendar Resources (Customized Columns)
6. Setting calendar blocks for closures, holidays, meetings, etc.
7. Confirm Status'
8. Visit Status'
9. Appointment Reminders
10. Printing mass check in sheets (Optional: for paper or paper lite practices)
11. How to schedule an appointment on the calendar

For clinics who offer boarding services for their clients and patients, there is a separate boarding calendar that can be configured with specific cage types. The following links will assist you and your staff in setting up the boarding calendar, cage types and reservation types.

1. Boarding Overview & Quick Guide
2. Configuring Cage Types
3. Reservation Types
4. Creating, checking in, & checking out boarding reservations