A practice manager can use ezyVet planning guides to configure the available times that the Vello client portal shows to clients for appointment requests.

1. Select Admin.
   
2. In the settings list, select Integration.
   
3. Select Vello.
   
   If your ezyVet site has only one configured hospital, ezyVet shows the hospital name. But if your site has more than one configured hospital, ezyVet shows a list of hospitals.
4. Select the arrow for the applicable hospital.
   
5. Select Manage Settings.
   
   Vello opens and shows configuration settings for the hospital.
6. In the left sidebar, select Appointment Booking.
   Note: If the left sidebar is closed, select the appointment booking button:
   
   
   Vello shows an Appointment Booking screen.
7. Set Online Appointment Booking to Enable.
   
8. In the Appointment Categories section, select the pencil button for the applicable visit type.
   
   Vello shows an Edit: dialog box for the visit type.
9. If you want to change the name of the visit type, use the Client-Friendly Appointment Name box.
   
10. In the Online Booking Type section, select Appointment Requests.
11. In the Department Selection box, select the department that clients can schedule the visit type with.
    
12. In the Configure Availability section, select Use Planning Guides.
    Vello shows all appointment types that it synced from ezyVetVello shows all appointment types that it synced from ezyVet. The appointment types that planning guides use show in the Unavailable for Online Booking section with a red color:
    
    
13. In the Unavailable for Online Scheduling section, select an applicable appointment type.
    If you want to make planning guides that use a Recheck appointment type available for wellness visits, find the the appointment type in the Unavailable for Online Scheduling section. Then select it to move it to the Available for Online Scheduling section.
    Vello moves the appointment type to the Available for Online Scheduling section.
14. In the Provider Availability section, select the staff members and rooms that you want to make available.
    

    Note: If you do not want a staff member to show as available for appointments, deactivate the Enable setting for the applicable staff member.
15. Select Done.
    
16. Select Publish Changes.