Contact record settings that Vello uses for automatic reminders

Before Vello can send automatic reminders to a client, you must make the necessary settings for the applicable client contact record in ezyVet.

Each ezyVet client contact record has a For Reminders/Automated Communication setting. The setting:

Shows as a clock icon in the Contact Methods section of the record
Shows adjacent to each email address and phone number entry of the Contact Methods section

Figure 1. The Contact Methods section and entries

Vello uses the For Reminders/Automated Communication setting differently compared to how ezyVet uses the setting. Vello uses For Reminders/Automated Communication to control automatic reminders for an applicable client. Thus, if a client wants to receive automatic reminders from Vello, you must set For Reminders/Automated Communication as necessary. For example, if you select For Reminders/Automated Communication for an email address and mobile phone number, Vello sends email reminders and text message reminders to the client.

This table shows different selections for the For Reminders/Automated Communication setting and the result:


For Reminders/Automated Communication setting in ezyVet	Result in Vello
You select Email and Mobile	Vello sends: Email reminders Text message reminders
You select Email The Contact Methods section does not have other entries	Vello sends email reminders
You select Mobile The Contact Methods section does not have other entries	Vello sends text message reminders
You select only Email The Contact Methods section has other entries	Vello does not send: Email reminders Text message reminders
You select only Mobile The Contact Methods section has other entries	Vello does not send: Email reminders Text message reminders
You do not select Email You do not select Mobile	Vello does not send: Email reminders Text message reminders