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Hospitals with many departments: Configure a visit type to use direct booking (planning guides method)

A practice manager can use ezyVet planning guides to configure the available appointment times that the Vello client portal shows to clients. As a result, clients can use the available times to schedule appointments directly in the applicable ezyVet calendar.

To configure direct booking with planning guides, do this procedure.
Note: As an alternative to this method, a practice manager can configure available days and times for appointments directly in Vello.
  1. Select Admin.
    The Admin tab
  2. In the settings list, select Integration.
    The Integration setting in the settings list
  3. Select Vello.
    The Vello setting
    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.
    The arrow that shows adjacent to a hospital entry
  5. Select Manage Settings.
    The Manage Settings button
    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.
    The Enable setting
  8. In the Appointment Categories section, select the pencil button for the applicable visit type.
    The pencil button
    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.
    Client-Friendly Appointment Name box
  10. In the Online Booking Type section, select Direct Booking.
  11. In the Department Selection box, select the department that clients can schedule visit type with.
    The Department Selection box
  12. In the Configure Availability section, select Use Planning Guides.
  13. In the Planning Guide Configuration section, select Select planning guide type as available or select Use empty slots as available.
    Planning Guide Configuration setting
    Note: If you want the appointments that clients schedule with direct booking to use an appointment type of a planning guide:
    1. Select Select planning guide type as available
    2. Select the applicable appointment type in the Choose a planning guide appointment type box
    If you want the appointments that clients schedule with direct booking to use an appointment type and to use available times in your calendar:
    1. Select Use empty slots as available
    2. Select the applicable appointment type from the Book to appointment type box
  14. In the Provider Availability section, select the staff members and rooms that you want to make available.
    The Provider Availability section
    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.
    The Done button
  16. Select Publish Changes.
    The Publish Changes button
The online booking system has the changes for the department that you selected in step 11. When a client uses the client portal to make an appointment:
  1. Vello gets planning guide information from ezyVet for the applicable staff member
  2. The client portal uses the planning guide information to show only the days and times that the staff member is available
Note: The Vello client portal does not show departments to clients for appointments. The client portal only shows the hospital that you selected in step 4.
You can do this procedure again to configure other visit types to use planning guides. For example, you can do the procedure again for sick visits.