Planning guides as a method to configure available appointment times
An optional method to configure available times for appointment requests with the Vello client portal is to use ezyVet planning guides.
- Helps make sure that clients make appointment requests only for the days and times that staff are available
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Prevents appointment requests at times that staff are not available or at times that your practice is not open
The planning guide method is an alternative to configuration of available days and times for appointments directly in Vello. The planning guide method is good to use for veterinary staff who are available for appointments at many different days and times during a week.
Christina Langley is DVM at Callisto Vets, a veterinary practice that uses ezyVet with Vello. Christina's calendar in ezyVet has a planning guide configured. The planning guide uses an appointment type of Wellness (15 mins).
- Monday, 9:00 AM to 9:45 AM
- Tuesday, 10:00 AM to 10:45 AM
The practice manager configures available days and times that show to clients in the Vello client portal for wellness visits. To make sure that the client portal shows the correct days and times, they make a decision to use planning guides.
- They activate planning guides as a method to control available times for appointment requests
- They make the Wellness (15 mins) appointment type for planning guides available for appointment requests
- They select Christina Langley as a staff member who is available for appointment requests
- Vello gets planning guide information from ezyVet for Christina Langley
- The client portal shows only these available days and times for Christina Langley
- Monday, 9:00 AM to 9:45 AM
- Tuesday, 10:00 AM to 10:45 AM