About online scheduling configuration
Online scheduling in Vello lets clients use the Vello client portal to make appointments. Before clients can use online scheduling in the Vello client portal, a practice manager must do the necessary configuration.
- Appointment requests
- Direct Booking
Appointment requests
- Clients can make appointment requests in the Vello client portal
- Your practice receives appointment requests in the Vello inbox
- Staff must give approval in Vello for appointment requests that clients used the client portal to make
- After staff give approval, Vello syncs appointments to your PIMS calendar
Direct Booking
- Clients can use the Vello client portal to schedule appointments directly in your PIMS calendar
- It is not necessary for clients to wait for approval from staff for appointments that they schedule in the client portal
- It is not necessary for staff to give approval in Vello for appointments that clients used the client portal to schedule
About visit types
If you activate online scheduling, a client selects a visit type for an appointment request or to schedule an appointment directly. The available visit types are wellness visit or sick visit. A wellness visit is for a patient who does not have a medical problem. A sick visit is for a patient who does have a medical problem.
About the Appointment Scheduling screen
- Activate online scheduling
- Get access to configuration settings for wellness visits and sick visits
- Select direct booking or appointment requests as a configuration for wellness visits and sick visits
- Set the periods that show to clients as available for appointments for the applicable visit types (for example, 15 minutes or 30 minutes)
- Set the days and times that show to clients as available for appointments for the applicable visit types
- Select the staff members that show to clients as available for appointments for the applicable visit types.
Configuration settings for visit types
To show configuration settings for sick visits and wellness visits, select the Edit button shown in the Wellness Visits or Sick Visits sections of the Appointment Scheduling screen.
The table that follows gives each configuration setting and its function:
| Setting | Function |
|---|---|
| Description | Use Description to enter general information about the visit type. Tip: Enter information that helps clients to know if a visit type is applicable to their appointment. For example, for a sick visit, you could enter a Description of My pet is showing signs of illness or discomfort. |
| Booking Type | To configure online scheduling to use direct booking, Set Booking Type to Direct Booking. To configure online scheduling to use appointment requests, set Booking Type to Appointment Requests. Note: After you activate online scheduling, Vello automatically selects Appointment Requests. |
| Appointment Length | Use Appointment Length to set the periods that are available for clients to select for an appointment. For example, you can select 15 minutes or 30 minutes. |
| Calendar Availability | To set the days and times that are available for appointments, set Calendar Availability to Configure Schedule in Vello If necessary, you can make different times available for appointments during the same day. Tip: To use planning guides as a method to configure available times, set Calendar Availability to Use Planning Guides. |
| Provider Availability | Use Provider Availability to select the staff members that are available for appointments. |