General steps to make and use Vello forms
The general steps help you to quickly get the best results from forms.
This table gives each step and information about it:
| Step | Information | Documentation |
|---|---|---|
| 1 | Read general information about how to use forms. | About Vello forms |
| 2 | Make sure that you:
| The user interface of the Vello form designer |
| 3 | Make a form. | Make a form |
| 4 | Configure an appointment type to use the form. | Configure an appointment type to use a form |
| 5 | Get access to completed forms. Note: After a client completes a form in the Vello client portal, Vello syncs the form to the applicable client contact record in ezyVet. The synced form is a PDF document that shows in the Attachments section of:
| Not applicable. |
| 6 | Archive forms that are not necessary to keep. | Archive a form |
| 7 | Download forms as PDF. Note: A downloaded form only has the structure of the form (for example, questions, images, and input types). The form does not show client information. Tip: A downloaded form is an easy method to add the form to other Vello sites of your organization. To add the form to other sites, you can use Vello's AI feature to make a form with the downloaded PDF form as the source. | Not applicable. |