Online scheduling: Basic workflow for clients
Clients can use Vello online scheduling to make an appointment with five easy steps.
Vello has two methods that a client can use to make an appointment in the Vello client portal:
- They can make an appointment request
- They can schedule an appointment directly in your ezyVet calendar
Workflow for appointment requests method
This table gives each step for the appointment request method and information about it:
| Step | Information |
|---|---|
| 1 | A client receives a medical service reminder from Vello. The reminder has a link that the client selects to open a page that they use to make an appointment request. Note: As an alternative, the client uses the Vello client portal to make an appointment request directly. |
| 2 | In the Book Appointment screen in the Vello client portal
Note: If a practice manager activated sick visits as a visit type in Vello, the client continues to the next step in the workflow. But if Vello does not have sick visits activated, the client must make a phone call to your practice to schedule the appointment. |
| 3 | The Vello inbox shows the appointment request . You do a check of the request and make changes as necessary. For example, you can select a different staff member or set an appointment type. |
| 4 | You confirm the appointment request. As a result, Vello syncs the confirmed appointment to the ezyVet calendar. |
| 5 | Vello sends an appointment confirmation message to the client. Then, Vello continues to send appointment reminders to the client. Each appointment reminder has a link or button that the client selects to show information about the appointment. Examples of the information include:
|
Workflow for direct booking method
This table gives each step for the direct booking method and information about it:
| Step | Information |
|---|---|
| 1 | A client receives a medical service reminder from Vello. The reminder has a link that the client selects to open a page that they use to schedule an appointment directly in your ezyVet calendar. Note: As an alternative, the client uses the Vello client portal to schedule an appointment directly. |
| 2 | In the Book Appointment screen in the Vello client portal:
Note: If a practice manager activated sick visits as a visit type in Vello, the client continues to the next step in the workflow. But if Vello does not have sick visits activated, the client must make a phone call to your practice to schedule the appointment. |
| 3 | The Vello inbox shows you a message to tell you that the client scheduled an appointment. |
| 4 | Vello syncs the confirmed appointment to the ezyVet calendar. |
| 5 | Vello sends an appointment confirmation message to the client. Then, Vello continues to send appointment reminders to the client. Each appointment reminder has a link or button that the client selects to show information about the appointment. Examples of the information include:
|