Vello online booking
Vello online booking makes it easy for clients to make appointments directly from medical service reminders or from the Vello client portal.
Vello has two methods that a client can use to make an appointment in the Vello client portal:
- They can make an appointment request
- They can schedule an appointment directly to your ezyVet calendar (direct booking)
Note: Before a client can make an appointment in the client portal, a practice manager must configure a visit type to use direct booking or appointment requests. Without the configuration, clients must make a phone call to your practice to schedule an appointment.
Method: Appointment requests
Appointment requests that clients use the client portal to send show in the Vello inbox. Then, you can do a check of the request and make changes as necessary. These are the changes that you can make:
- Appointment type
- Appointment staff member
- Appointment date and time
- Appointment room
As a last step, you give approval for the appointment request, and Vello syncs the appointment to the ezyVet calendar.
Method: Direct booking
If a client uses the client portal to schedule an appointment directly in your ezyVet calendar, it is not necessary for you to give approval for the appointment.
When a client schedules an appointment directly, you receive a message in the Vello inbox to tell you:
Information that clients can select for appointments
When a client makes an appointment, they can:
- Select a visit type (for example, a wellness visit or a sick visit)
- Select a practice staff member for the appointment
- Select an appointment date and time
Note: The dates and times that Vello online booking shows to a client are from the ezyVet calendar. As a result, clients can make appointments only during the times that your practice is available.
A practice manager can configure the information that Vello online booking shows to clients when they make appointments. Available information that you can configure:
- The available staff members for appointments
- The available days and times for appointments
- Make visit types available for online booking