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Let new clients complete registration in the Vello client portal

Before a new client can complete registration directly in the Vello client portal, a practice manager must do the necessary configuration.

Note: New client registration is a beta feature and is only available for specified customers. If you want to try the beta feature, contact ezyVet customer support.
Refer to General steps to let new clients complete registration and configure online booking and visit types as necessary.
To do the configuration, do this procedure.
  1. Open Vello from ezyVet.
  2. In the left sidebar, select Client Permissions.
    Client Permissions command
  3. In the Create New Clients & Pets section, select Allow Creation of New Client in Booking Flow.
  4. Select Publish Changes.
    The Publish Changes button
A new client can complete registration in the Vello client portal. And Vello syncs the registration information to ezyVet in:
  • A new client contact record
  • A new patient record
  • A new appointment record
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:
Figure 1. Client registration link

APPOINTMENT BOOKING link or QR code