General steps to configure and prepare Vello to use
Vello has a set of general steps that you do to initially configure and prepare it.
The table that follows gives each general step and the related documentation:
| Step | Task | Documentation |
|---|---|---|
| 1 | Set the date that Vello starts to send messages to clients. | Set the start date for automatic messages |
| 2 | Start and complete SMS registration. | About SMS registration |
| 3 | Use the Automated Communications Cadence screen to know when clients receive messages that Vello automatically sends. | Automated Communications Cadence screen |
| 4 | Activate automatic appointment reminders and related appointment messages. | Activate automatic appointment messages |
| 5 | Activate automatic medical service reminders for clients. | Activate medical service reminders |
| 6 | Activate text messaging with clients. | Activate text messaging |
| 7 | Activate online scheduling. | Activate online scheduling |