Hospitals with many departments: Activate and configure Vello online scheduling (planning guide method)
A practice manager can use ezyVet planning guides to configure the available times that the Vello client portal shows to clients. The available times shown are for appointment requests for wellness visits and sick visits.
Note: Vello for ezyVet hospitals and departments is only available for specified customers at this time. For more information, contact ezyVet customer support.
Note: As an alternative to this method, a practice manager can configure available days and times for appointments directly in Vello.
- Select Admin.
- In the settings list, select Integration.
- Select Vello.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.
- Select the arrow for the applicable hospital.
- Select Manage Settings.Vello opens and shows configuration settings for the hospital.
- In the left sidebar, select Appointment Booking.Vello shows an Appointment Booking screen.
- Set Appointment Scheduling to Allow Requests.
- Set the applicable visit type to Allow Requests.
- For the applicable visit type, select Edit.Vello shows an Edit: Dialog box.Note: The applicable visit types are:
- Wellness visit
- Sick visit
- In the Department Selection box, select the department that clients can schedule visits with.
- In the Calendar Availability section, select Use Planning Guides.Vello shows all appointment types that it synced from ezyVetVello shows all appointment types that it synced from ezyVet. The appointment types that planning guides use show in the Unavailable for Online Scheduling section with a red color:
- Select Done.
- Select Publish Changes.
- Vello gets planning guide information from ezyVet for the applicable staff member
- The client portal uses the planning guide information to show only the days and times that the staff member is available
Note: The Vello client portal does not show departments to clients for appointment requests. The client portal only shows the hospital that you selected in step 4.