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Hospitals with many departments: Activate and configure Vello for Direct Booking (planning guides method)

A practice manager can use ezyVet planning guides to configure the available appointment times that the Vello client portal shows to clients. Clients can use the available times to schedule appointments directly in the applicable ezyVet calendar.

To configure online scheduling with planning guides, do this procedure.
Note: As an alternative to this method, a practice manager can configure available days and times for appointments directly in Vello.
  1. Select Admin.
    The Admin tab
  2. In the settings list, select Integration.
    The Integration setting in the settings list
  3. Select Vello.
    The Vello setting
    If your ezyVet site has only one configured hospital, ezyVet shows the hospital name. But if your site has more than one configured hospital, ezyVet shows a list of hospitals.
  4. Select the arrow for the applicable hospital.
    The arrow that shows adjacent to a hospital entry
  5. Select Manage Settings.
    The Manage Settings button
    Vello opens and shows configuration settings for the hospital.
  6. In the left sidebar, select Appointment Scheduling.
    The Appointment Scheduling command
    Note: If the left sidebar is closed, select the appointment scheduling button:

    Vello shows an Appointment Scheduling screen.
  7. Set Online Appointment Scheduling to Enable.
    The Enable setting
  8. Set the applicable visit type to Enable.
    The Enable setting
    Note: The applicable visit types are:
    • Wellness visit
    • Sick visit
  9. For the applicable visit type, select Edit.
    The Edit button
    Vello shows an Edit: Dialog box.
  10. Set Appointment Length to the applicable time.
  11. In the Booking Type section, select Direct Booking.
    Direct Booking setting
  12. In the Department Selection box, select the department that clients can schedule visits with.
    The Department Selection box
  13. In the Calendar Availability section, select Use Planning Guides.
    The Use Planning Guides setting
  14. In the Planning Guide Configuration section, select Select planning guide type as available or select Use empty slots as available.
    Planning Guide Configuration setting
    Note: If you want the appointments that clients schedule with Direct Booking to use an appointment type of a planning guide:
    1. Select Select planning guide type as available
    2. Select the applicable appointment type in the Choose a planning guide appointment type box
    If you want the appointments that clients schedule with Direct Booking to use an appointment type and to use available times in your calendar:
    1. Select Use empty slots as available
    2. Select the applicable appointment type from the Book to appointment type box
  15. In the Provider Availability section, select the staff members and rooms that you want to make available for appointments.
    Note: If you do not want a staff member to show as available for appointments, deactivate the Enable setting.
  16. Select Done.
    The Done button
  17. Select Publish Changes.
    The Publish Changes button
The online scheduling system has the changes. When a client uses the client portal to make an appointment:
  1. Vello gets planning guide information from ezyVet for the applicable staff member
  2. The client portal uses the planning guide information to show only the days and times that the staff member is available