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General steps to configure Vello for Neo branches

Vello has a set of general steps that a practice manager does to configure Vello for a branch.

This table gives information about different Vello configuration settings for a branch and applicable documentation:
StepVello configurationDocumentation
1Set the start date for automatic messages Vello start date for a branch

Set the start date for automatic messages

2SMS registrationSMS registration for a branch

About SMS registration

3Text message configurationText message configuration for a branch

Text messaging configuration

4Appointment reminder configurationAppointment reminder configuration for a branch

Appointment message configuration

5Medical service reminder configuration Configuration of medical service reminders for a branch

Configuration of medical service reminders

6Online scheduling configurationVello online scheduling configuration for a branch

Online scheduling configuration