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Vello online booking for hospitals with many departments: Configure a visit type to use appointment requests

If your ezyVet hospital has more than one department and you want to use appointment requests for a visit type, you must complete the necessary configuration.

To configure a visit type directly in Vello, do this procedure.
Note: This procedure makes the visit type available for appointment requests in the Vello client portal.
Note: As an alternative to this method, a practice manager can use ezyVet planning guides to configure available times for a visit type. For more information, refer to the applicable documentation.
  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 Booking.
    Note: If the left sidebar is closed, select the appointment booking button:

    Vello shows an Appointment Booking screen.
  7. Set Online Appointment Booking to Enable.
    The Enable setting
  8. In the Appointment Categories section, select the pencil button for the applicable visit type.
    The pencil button
    Vello shows an Edit: dialog box for the visit type.
  9. If you want to change the name of the visit type, use the Client-Friendly Appointment Name box.
    Client-Friendly Appointment Name box
  10. In the Online Booking Type section, select Appointment Requests.
  11. In the Configure Availability section, select Manual Configuration.
  12. Set Default Appointment Length to the applicable time.
  13. In the Department Selection box, select the department that clients can schedule the visit type with.
    The Department Selection box
  14. In the Days section, set available time ranges for each day.
    The Days section
    Tip: You can set more than one time range for one day.
  15. In the Provider Availability section, select the staff members and rooms that you want to make available.
    The Provider Availability section
    Note: If you do not want a staff member to show as available for appointments, deactivate the Enable setting for the applicable staff member.
  16. Select Done.
    The Done button
  17. Select Publish Changes.
    The Publish Changes button
The visit type is available for appointment requests with the Vello client portal for the department that you selected in step 13.
Note: The Vello client portal does not show departments to clients for appointments. The client portal only shows the hospital that you selected in step 4.
You can do this procedure again to configure appointment requests for other visit types. For example, you can do the procedure again for sick visits.