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Send a form link in a text message

You can use Vello to send a form link to clients in a text message. Clients can select the link to complete the form in the Vello client portal.

Note: Only specified customers can use Vello to send a form link in a text message to clients. If you want to try the beta feature, contact Vello team (vello-product-team@idexx.com).
A practice manager must make sure that the applicable form shows a Published status in the Form Designer screen.
To send a form link, do this procedure.
  1. Open Vello from ezyVet.
  2. In the left sidebar, select Text Messages & Requests.
    The Text Messages & Requests command
    Note: If the left sidebar is closed, select the text messages and requests button:

    Vello shows a Text Messages & Requests screen.
  3. Find and select the applicable client.
    Vello shows the client messages.
  4. In conversation view, select the plus button.
  5. Select Form.
    Vello shows an Attach a Form dialog box.
  6. Find and select the applicable form.
    Attach a Form dialog box
  7. If a client has more than one pet, select the one that you want the client to complete the form for.
    Select a pet for this form section of the Attach a Form dialog box
    Vello adds the form link to the Type your message here... box.
  8. Enter applicable text before or after the form link.
    Text included with a form link
  9. Select Send.
    The Send button
Vello sends the form link in a text message.