Vello appointment reminders
Vello can automatically send appointment reminders to clients. To send appointment reminders, Vello can use text messages and email.
For an appointment, Vello can automatically send reminders:
- At 9:00 AM, 14 days before the appointment
- At 9:00 AM, three days before the appointment
- At 7:00 AM, the day of the appointment
The Automated Communications Cadence screen shows when Vello automatically sends appointment reminders:
Note: If you schedule an appointment after 7:00 AM during the same day as the appointment, Vello does not send an appointment reminder for the appointment.
Note: It is not possible to make changes to the content and formatting of a reminder message. For example, it is not possible to change the font and color of the reminder or the information that the reminder shows.
An email appointment reminder that Vello sends has a View Appointment Details button. After a client selects View Appointment Details, their browser opens the Vello client portal. The client portal gives easy access to this information for clients:
- The date and time of the appointment
- The appointment staff member
- Your organization address
- Appointment instructions (optional)
- Recommended diagnostic screening (optional)
- Prices for diagnostics screening (optional)
- Drop-off times and pickup times (optional)
The left side of Example appointment reminder shows an email appointment reminder. The right side is an example of what the client portal shows after a client selects View Appointment Details.