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    ezyVet

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    Vello

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      Vello for practices

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        Getting started

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        Reminders and messaging

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        Vello: Online access for clients

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        Recommended care

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        Configuration

        • Connect ezyVet to Vello

        • Get access to Vello configuration settings from ezyVet

        • Automated Communications Cadence screen

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          Configuration of medical service reminders

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          Recommended care configuration

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          Online scheduling configuration

          • The Appointment Requests screen

          • Activate online scheduling

          • Make sick visits available to clients to select

          • Configure available times and staff for appointment requests

          • Planning guides as a method to configure available appointment times

          • Configure available times and staff for appointment requests (planning guides method)

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          Appointment message configuration

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          Text messaging configuration

        • Mass Communications: Make and send an email

        • User account permissions for ezyVet and Vello

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        Vello release notes

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      Vello for pet owners

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    ezyVet Scan

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    ezyVet Go

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    Vet Radar

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    ezyVet Data Lake

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    IDEXX SmartFlow

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    ezyVet Connect

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    Knowledge Center: New and published

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    Pilot features

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  3. Vello
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  5. Vello for practices
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  7. Configuration
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  9. Online scheduling configuration

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Online scheduling configuration

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Configure available times and staff for appointment requests (planning guides method)

A practice manager can use ezyVet planning guides to configure the available times that the Vello client portal shows to clients for appointment requests.

To configure times and staff, do this procedure.
Note: As an alternative to this method, a practice manager can configure available days and times for appointments directly in Vello.
  1. Open Vello from ezyVet.
  2. In the left sidebar, select Appointment Requests.
    The Appointment Requests command
    Vello shows an Appointment Requests screen.
  3. For the applicable visit type, select Edit.
    The Edit button
    Vello shows an Edit: Dialog box.
  4. In the Calendar Availability section, select Use Planning Guides.
    The Use Planning Guides setting
    Vello shows all appointment types that it synced from ezyVet. The appointment types that planning guides use show in the Unavailable for Online Scheduling section with a red color:
    The Unavailable for Online Scheduling section
  5. In the Unavailable for Online Scheduling section, select an applicable appointment type.
    ExampleIf you want to make planning guides that use a Recheck appointment type available for wellness visits, find the the appointment type in the Unavailable for Online Scheduling section. Then select it to move it to the Available for Online Scheduling section.
    Vello moves the appointment type to the Available for Online Scheduling section.
  6. In the Provider Availability section, select the staff members and rooms that you want to make available for appointment requests.
    Note: If you do not want a staff member to show as available for appointment requests, deactivate the Enable setting.
  7. Select Done.
    The Done button
  8. Select Publish Changes.
    The Publish Changes button
The online scheduling system has the changes. When a client uses the client portal to make an appointment request:
  1. Vello gets planning guide information from ezyVet for the applicable staff member
  2. The client portal uses the planning guide information to show only the days and times that the staff member is available
Parent topic: Online scheduling configuration
Related concepts
  • The Appointment Requests screen
  • Planning guides as a method to configure available appointment times
Related tasks
  • Activate online scheduling
  • Make sick visits available to clients to select
  • Configure available times and staff for appointment requests

Procedure
Vello
ezyVet
Practice manager

Last updated: March 23, 2025

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Related Articles:

  • Online scheduling configuration
  • The Appointment Requests screen
  • Activate online scheduling
  • Make sick visits available to clients to select
  • Configure available times and staff for appointment requests
  • Planning guides as a method to configure available appointment times

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