Vello client portal: Sign-up and sign-in
The Vello client portal shows client pet information. The information includes appointments, prescriptions and medical services. Clients can also use the portal to make changes to pet photos and to make appointment requests.
- You can send a direct link to the client for them to sign up
- You can send or show a QR code that the client scans to sign up
After a client completes sign-up, they can use the direct link or a QR code to sign in to the portal. A direct link or QR code goes to a sign-page. Then to sign in, a client enters an email address or phone number. The email or phone number they enter is the same address or number that their contact record has in ezyVet.
After a uses the Create Account page to enter and complete the necessary information, Vello sends a verification text message to their phone. . Vello uses the verification text message to make sure that the client's phone number agrees with the applicable client contact record in ezyVet. When verification is completed, the client can sign in to the client portal and get access to their pet information.
- That shows in a client contact record
- That has Type set to Mobile
Client portal access and automatic reminder messages
When Vello sends the first medical service reminder or appointment reminder to a client, Vello automatically makes a client portal account for them. The first reminder includes a sign-in link. Thus, when a client receives the first reminder, it is not necessary for them to sign up to get access to the client portal.