General steps to prepare, configure, and use Vello
Vello has a set of general steps that you do to initially and prepare and configure it.
1. Prepare
Step | Task | Documentation |
---|---|---|
1 | Make sure that your practice systems are compatible with Vello. | Vello system requirements |
2 | Read about which email address and phone number Vello uses for client communication. | The email address and phone number that Vello uses for communication |
3 | Set the date that Vello starts to send messages to clients. | Set the start date for automatic messages |
4 | Start and complete SMS registration. | About SMS registration |
5 | Make sure that you know how clients will use Vello and the information that they can get access to. | Vello: What clients can see and use |
6 | Use the Automated Communications Cadence screen to know when clients receive messages that Vello automatically sends. | Medical service reminders: The Overview screen |
7 | Make a decision about the address that you want to use for the Vello client portal. If applicable, change the address before you give clients a direct link or QR code for client portal sign-in. Note: After you change the address, clients cannot sign in to the client portal with a direct link or QR code that they used before the change. Thus, only change the address again when it is necessary (for example, if you change the name of your practice). | Change the address of the Vello client portal |
8 | Get the sign-in link and QR code for the Vello client portal and send to clients as necessary. | Get the sign-in link for the Vello client portal |
2. Configure and activate
Step | Task | Documentation |
---|---|---|
1 | Make sure that you have access to Vello configuration settings. | Access to Vello configuration settings |
2 | Configure automatic appointment reminders and other types of appointment messages. | Appointment message configuration |
3 | Configure medical service reminders for clients. | Activate medical service reminders |
4 | Configure and activate client text messaging. | Mobile phone numbers that are available for Vello text messaging |
5 | Configure and activate online scheduling. | Online scheduling configuration |
6 | Configure and activate recommended care. | Configuration settings for recommended care |
7 | Activate prescription refill requests. | About prescription refill requests |
8 | Activate thank-you email for specified appointment types. | About thank-you email |
3: Use
Task | Documentation |
---|---|
Print PDF flyers to make it easy for your clients to use the Vello mobile app and to send text messages to your practice. | Printable Vello flyers for your practice |
Tell your clients about how to use the Vello mobile app and the Vello client portal. | Vello documentation for pet owners |
Send text messages and make quick replies for text messages. Tip: Use quick replies to easily send a survey to clients to open and complete. | Send a text message to a client or other persons |
Add appointment requests to the ezyVet calendar and confirm appointments. | Add an appointment request to your calendar |
Get access to prescription refill requests from clients. | Get access to a client's prescription refill requests |
Make and send newsletters, promotions, and other related types of email. | Vello Mass Communications |
Make and send surveys, and get survey results. Tip: Use Vello thank-you email to easily send a survey to clients to open and complete. Vello can automatically send a thank-you email with a survey link after patients have their appointments. | About Vello surveys |