Let new clients complete registration in the Vello client portal
Before a new client can complete registration directly in the Vello client portal, a practice manager must do the necessary configuration.
Refer to About new client registration and first appointments and configure online booking and visit types as necessary.
- In the left sidebar, select Client Permissions.Note: If the left sidebar is closed, select the client permissions button:Vello shows a Manage Your Client Permissions screen.
- In the Create new clients & pets section, select Allow new clients to register and book.Note: If you do not activate online booking, Vello shows a message that tells you that new clients can complete registration but they cannot make appointments. If you activated online booking, the section shows a booking link URL and QR code.The change saves immediately.
- A new client contact record
- A new patient record
- A new appointment record
- Complete registration
- Make their first appointment
You can copy the booking link URL or QR code from the Create new clients & pets section of the Client Permissions screen.