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Let clients reschedule appointments in the Vello client portal

To let clients reschedule appointments directly in the Vello client portal, a practice manager must do the necessary configuration in Vello.

To let clients reschedule appointments in the Vello client portal, do this procedure.
  1. Open Vello from ezyVet.
  2. In the left sidebar, select Appointment Booking.
    Note: If the left sidebar is closed, select the appointment booking button:

    Vello shows an Appointment Booking screen.
  3. In the Booking, cancel, & reschedule methods section, select Change.
    Vello shows a Change booking, cancellation, and reschedule methods dialog box.
  4. In the Booking section, select the method that you want clients to use to make appointments.
  5. Select Next.
  6. In the Cancellation section, select the method that you want clients to use to cancel appointments.
  7. Select Next.
  8. In the Reschedule section, select Reschedule online.
  9. In the Online rescheduling window box, select Up to 24 hours before the appointment or Up to 48 hours before the appointment.
  10. Select Save.
    The Save button
  1. Clients can reschedule appointments directly in the Vello client portal
  2. When a client reschedules an appointment, an entry shows in the Notifications tab of the Requests & Notifications screen to tell you
  3. Vello automatically makes changes to the appointment in your ezyVet calendar
Note: Clients can only reschedule appointments for visit types that use direct booking as a method.
Note: Clients can only reschedule appointments directly in the client portal if these conditions agree:
  1. They used the client portal to schedule the initial appointment
  2. They used direct booking as the method to schedule the initial appointment