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Set the intervals and methods that Vello uses to send medical service reminders (beta feature)

Vello can use different methods and intervals to automatically send medical service reminders. For example, Vello can send a medical service reminder in an email 10 days before a service is due.

Note: This documentation is for a beta feature. The beta feature is only available for an initial set of customers.
Make sure that you know about the available settings for intervals and methods. The settings are applicable to step 5 and step 6 of this procedure. For more information, refer to Methods and intervals that Vello uses to send medical service reminders.
To set the intervals and methods, do this procedure.
  1. Open Vello from ezyVet.
  2. In the left sidebar, select Medical Service Reminders.
    Vello shows a Medical service reminders screen.
  3. Activate Send medical service reminders.
    Note: If Send medical service reminders is deactivated, Vello does not send text messages, email messages, or postcards for medical service reminders.
  4. In the Postcard reminders section, select or clear the settings as necessary to configure the intervals for postcards.
    Postcards reminders section
  5. In the Text & email reminders section, use the text boxes and drop down boxes to configure the intervals for text message reminders and email reminders.
    Text & email reminders section
    Note: The available intervals that you can configure are:
    • Between 0 and 45 days before a service is due
    • Between 2 and 12 months before a service is due
    • Between 1 and 45 days after a service is due
    • Between 2 and 12 months after a service is due
    Note: If Send medical service reminders is activated, you must select a minimum of one Text or Email setting for the three reminders in the Text & email reminders section.
  6. In the Text & email reminders section, select or clear the Text and Email settings to set the method.
    Maria Eames at Brookvane Veterinary Care wants to send medical service reminders in an email to clients 10 days before a service is due. To do the configuration, Maria:
    1. Enters 10 in the text box of a reminder in the Text & email reminders section
    2. Selects day(s)
    3. Selects before
    4. Sets Email
  7. If you set Email for a medical service reminder, use the Email message box to enter a custom message that shows to clients in the email reminder.
  8. Select Publish Changes.
    The Publish Changes button
Vello uses the intervals and methods to automatically send the medical service reminders.