About the Requests & Notifications screen
The Requests & Notifications screen makes it easy for you to monitor changes and requests that clients use the Vello client portal to make.The Requests & Notifications screen is a dedicated section of the Vello inbox.
Note: The new Requests & Notifications screen is a beta feature, but it will become available for all customers at a subsequent date. You can read this documentation to prepare your practice to use the new Requests & Notifications screen when it is available.
Note: When the Requests & Notifications screen becomes available for you to use, changes and requests from clients do not show in the conversation view of the Vello inbox. As a result, use the new Requests & Notifications screen to know about the changes and requests.
The information that you can use the Requests & Notifications screen to monitor is as follows:
- Changes that clients made to their pet's information ()
- Appointments that clients made
- Prescription refill requests
- Completed Vello forms
The Requests & Notifications screen shows these two tabs:
- Requests
- Notifications
An entry shows in the Requests tab when these conditions agree:
- A client made the request in the client portal
- It is necessary for you to do more steps to complete the request
The Notifications tab is for you to monitor different types of pet and client information (for example, completed Vello forms and appointments that clients made directly in your PIMS calendar). Compared to entries shown in the Requests tab, the entries shown in the Notifications tab are for your general information only.