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Best practices

Best practices is the second component of optimal configuration. Best practices includes the configuration of appointment instructions that prepare clients before they come to your practice.

This table shows the recommended configuration for this component:

FeatureRecommendationConfiguration
Appointment instructionsConfigure appointment instructions for a minimum of two appointment types.Configure appointment instructions that show in appointment reminders

Value of appointment instructions

You can use appointment instructions to give applicable information and prepare clients before they come to your practice. For example, the instructions can tell clients:
  • Which items are necessary for the visit
  • If their pet must not have food
  • What occurs during an appointment
Note: As a part of best practices, configure Vello to send appointment reminders in text and email. With text message and email together, more clients see the appointment instructions. For more information, refer to Set the interval and method that Vello uses to send appointment reminders.