About new client registration and first appointments
If a person is not a client of your practice, they can use the Vello client portal to complete registration and make their first appointment with your practice.
This table shows information about each step that a practice manager must do to let new clients:
- Complete registration
- Make their first appointment and subsequent appointments in the client portal
| Step | Information | Documentation |
|---|---|---|
| 1 | Select Change in the Preferred Booking Method section of the Appointment Booking screen. Then, select Online Booking. | Online booking: Configure a visit type to use appointment requests Online booking: Configure a visit type to use direct booking |
| 2 | Make sure that one or more visit types uses Appointment Requests or Direct Booking as a configuration type: | |
| 3 | Select Allow Creation of New Client in Booking Flow in the Create New Clients & Pets section of the Client Permissions screen: Note: Vello does not automatically activate Allow Creation of New Client in Booking Flow. But if you activate it, Vello automatically activates Allow Creation of New Pet. | Let new clients complete registration in the Vello client portal |
| 4 | Select the buttons that show adjacent to APPOINTMENT BOOKING in the Practice Profile screen to get the link or QR code. Add the link or QR code to your website, newsletters, and flyers. As a result, new clients have access to the correct link to complete registration and make an appointment. Note: It is not possible for persons to use other methods to get access to the client portal for registration and to make their first appointment. | Get a link for new client registration and first appointments Download a QR code for new client registration and first appointments |