Registration information and ezyVet records

A new client's registration information syncs to ezyVet. As a result, it is not necessary for staff to make the applicable records directly in ezyVet.

This table shows the registration information that a new client enters in the client portal, and where the information syncs to in ezyVet:

Registration information	Where the information syncs to in ezyVet
Client name Date of birth Address Mobile phone number Email address Note: If a client starts to enter address information in the Address box, Vello automatically shows available addresses that the client can select. To enter their address manually, they can select Enter manually.	The registration information syncs to a new client contact record. Note: If a person completed registration in the client portal, the record sidebar of the client contact record shows Created By: Vello:
Pet name Sex Date of birth Species Breed Color	The registration information syncs to a new patient record. Note: If a person completed registration in the client portal, the left sidebar of the patient record shows Created By: Vello:
The visit type that the person wants to schedule The staff member that they want for the appointment The appointment date and time Information about why the appointment is necessary	The registration information syncs to a new appointment record. Note: If you use appointment requests for online booking, you must confirm the appointment in Vello to sync it to a new appointment record.
A client can enter the name and phone number of a previous practice. If you want, you can contact the practice to make a request for a pet's records.	The previous practice information syncs to the Reason for appointment box in a new appointment record. Tip: If a client added previous practice information, Vello shows a message in the applicable appointment entry in the Requests & Notifications screen to tell you.
A client can upload their pet's clinical records directly (for example, if a client has a file that shows their pet's vaccination records).	The files sync to the Attachments tab of the applicable patient record. Tip: If a client uploaded a file, Vello shows a message in the applicable appointment entry in the Requests & Notifications screen to tell you.

General steps to let new clients complete registration

This table shows each step that a practice manager must do to let new clients complete registration in the client portal and information about it:

Step	Information	Documentation
1	In the Appointment Booking screen in Vello, make sure that Online Appointment Booking is activated:	Online booking: Configure a visit type to use appointment requests Online booking: Configure a visit type to use direct booking Configure a visit type to use appointment requests (planning guide method) Configure a visit type to use direct booking (planning guide method)
2	Make sure that one or more visit types uses Appointment Requests or Direct Booking as a configuration type:
3	Select Allow Creation of New Client in Booking Flow in the Create New Clients & Pets section of the Client Permissions screen: Note: Vello does not automatically activate Allow Creation of New Client in Booking Flow. But if you activate it, Vello automatically activates Allow Creation of New Pet.	Let new clients complete registration in the Vello client portal
4	Select the buttons that show adjacent to APPOINTMENT BOOKING in the Practice Profile screen to get the client registration link or QR code. Add the link or QR code to your website, newsletters, and flyers. As a result, new clients have access to the correct link to complete registration. Note: It is not possible for persons to use other methods to get access to the client portal for registration.	Get the client registration link for the Vello client portal Download a QR code for new client registration

Client registration and the Requests & Notifications screen

After a new client makes an appointment for a new pet, the Requests & Notifications screen shows an appointment entry for the appointment. And the screen shows a New label in the Patient column for the applicable appointment entry.