An optional method to configure available times for appointments with the Vello client portal is to use ezyVet planning guides.

ezyVet only: Planning guides as a method to configure available appointment times

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 your ezyVet calendar.

ezyVet only: Configure a visit type to use direct booking (planning guide method)

A practice manager can use ezyVet planning guides to configure the available times that the Vello client portal shows to clients for appointment requests.

ezyVet only: Configure a visit type to use appointment requests (planning guide method)

<body><main xmlns:jcm-link-man="http://jorsek.com/content-management/modules/linkmanagement" role="main"><article role="article" id="topic-61jyds1m" aria-labelledby="ariaid-title1"><h1 class="title topictitle1" id="ariaid-title1"><span class="keyword">ezyVet</span> planning guides and <span class="keyword">Vello</span> online booking</h1><div class="body"><p class="shortdesc"><span class="ph">Read about how to use <span class="keyword">ezyVet</span> <dfn class="term">planning guides</dfn> with <span class="keyword">Vello</span>'s <a class="j-glossary-link" href="/browse-documentation/for-practices/vello/glossary/online-booking" title="A Vello feature that makes it easy for clients to make appointments directly from medical service reminders or from the Vello client portal. With online booking, clients can make appointment requests or they can schedule appointments directly in your PIMS calendar."><dfn class="term">online booking</dfn></a> system</span>.</p></div><nav role="navigation" class="related-links"><ul class="ullinks"><li class="link ulchildlink"><a href="/browse-documentation/for-practices/vello/configuration/online-booking-configuration/ezyvet-planning-guides-and-vello-online-booking/ezyvet-only-planning-guides-as-a-method-to-configure-available-appointment-times">ezyVet only: Planning guides as a method to configure available appointment times</a><br></li><li class="link ulchildlink"><a href="/browse-documentation/for-practices/vello/configuration/online-booking-configuration/ezyvet-planning-guides-and-vello-online-booking/ezyvet-only-configure-a-visit-type-to-use-direct-booking-planning-guide-method">ezyVet only: Configure a visit type to use direct booking (planning guide method)</a><br></li><li class="link ulchildlink"><a href="/browse-documentation/for-practices/vello/configuration/online-booking-configuration/ezyvet-planning-guides-and-vello-online-booking/ezyvet-only-configure-a-visit-type-to-use-appointment-requests-planning-guide-method">ezyVet only: Configure a visit type to use appointment requests (planning guide method)</a><br></li></ul><div class="familylinks"><div class="parentlink"><span class="hd-label">Parent topic:</span> <a class="link" href="/browse-documentation/for-practices/vello/configuration/online-booking-configuration">Online booking configuration</a></div></div><div class="linklist relinfo relconcepts"><span class="hd-label">Related concepts</span><br><ul class="linklist"><li class="linklist"><a class="link" href="/browse-documentation/for-practices/vello/configuration/online-booking-configuration/about-online-booking-configuration">About online booking configuration</a></li><li class="linklist"><a class="link" href="/browse-documentation/for-practices/vello/configuration/online-booking-configuration/staff-that-show-as-available-for-appointment-requests">Staff that show as available for appointment requests</a></li><li class="linklist"><a class="link" href="/browse-documentation/for-practices/vello/configuration/online-booking-configuration/alternative-methods-to-online-booking">Alternative methods to online booking</a></li></ul></div><div class="linklist relinfo reltasks"><span class="hd-label">Related tasks</span><br><ul class="linklist"><li class="linklist"><a class="link" href="/browse-documentation/for-practices/vello/configuration/online-booking-configuration/make-a-visit-type">Make a visit type</a></li><li class="linklist"><a class="link" href="/browse-documentation/for-practices/vello/configuration/online-booking-configuration/remove-a-visit-type">Remove a visit type</a></li><li class="linklist"><a class="link" href="/browse-documentation/for-practices/vello/configuration/online-booking-configuration/change-the-visit-type-sequence-shown-to-clients">Change the visit type sequence shown to clients</a></li><li class="linklist"><a class="link" href="/browse-documentation/for-practices/vello/configuration/online-booking-configuration/online-booking-configure-a-visit-type-to-use-appointment-requests">Online booking: Configure a visit type to use appointment requests</a></li><li class="linklist"><a class="link" href="/browse-documentation/for-practices/vello/configuration/online-booking-configuration/online-booking-configure-a-visit-type-to-use-direct-booking">Online booking: Configure a visit type to use direct booking</a></li></ul></div><div class="linklist relinfo"><span class="hd-label">Related information</span><br><ul class="linklist"><li class="linklist"><a class="link" href="/browse-documentation/for-practices/vello/configuration/online-booking-configuration/cornerstone-calendar-templates-and-vello-online-booking">Cornerstone calendar templates and Vello online booking</a></li></ul></div></nav></article></main></body>

Before you can use Vello's online booking system, a practice manager must do the necessary configuration.

Online booking configuration

Vello has alternative methods to online booking that clients can use to make appointments. You can configure Vello to show only one of the methods in medical service reminders and the Vello client portal (for example, if you want clients to only send a text message to make an appointment).

Alternative methods to online booking

Read about how to use ezyVet planning guides with Vello's online booking system.

ezyVet planning guides and Vello online booking

browse-documentation/for-practices/vello/configuration/online-booking-configuration/ezyvet-planning-guides-and-vello-online-booking

for-practices/vello/configuration/online-booking-configuration/ezyvet-planning-guides-and-vello-online-booking

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<body><main xmlns:jcm-link-man="http://jorsek.com/content-management/modules/linkmanagement" role="main"><article role="article" id="topic-o4accukz" aria-labelledby="ariaid-title1"><h1 class="title topictitle1" id="ariaid-title1">Vello-featured</h1><div class="body accordions-wrapper"><p class="shortdesc"></p><div class="div accordions-heading">Featured content</div><div class="div accordion-container">
            <div class="div accordion-item">Middle River Veterinary Hospital elevates client communication and preventive care with Vello</div>
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                <div class="div accordion-text">Middle River Veterinary Hospital, a practice in Verona, VA, adopted Vello in August 2024 to modernize client communication and reduce the burden on their lean front-desk team. By replacing manual reminder processes with automated appointment confirmations, two-way SMS, and preventive care checklists, the practice saw stronger compliance with fecal testing and wellness bloodwork, fewer interruptions from phone calls, and a better overall client experience.</div><a class="xref j-external-link" href="https://software.idexx.com/resources/case-study/middle-river-veterinary-hospital-elevates-client-communication-and-preventive" target="_blank">More</a>
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            <div class="div accordion-item">How Hays Towne Veterinary Hospital upgraded client communication with Vello</div>
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                <div class="div accordion-text">Hays Towne Veterinary Hospital, a single-doctor general practice in Hudson, Florida, has long prioritized high-quality care for pets and seamless client communication. With a commitment to staying ahead in technology, Practice Manager Leanne Ridenour sought a modernized solution to enhance appointment scheduling and client engagement.</div><a class="xref j-external-link" href="https://software.idexx.com/resources/case-study/improving-veterinary-client-communications-a-case-study" target="_blank">More</a>
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            <div class="div accordion-item">Introducing Vello to your client base (PDF)</div>
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                <div class="div accordion-text">Read about tips and tricks to introduce Vello to your clients, and tools to help drive Vello adoption and engagement.</div><a class="xref j-external-link" href="https://vello.deploy.heretto.com/v4/deployments/Qh0rOZ3ZqeETpqiOjvuB/object/ed3c3a75-5286-42a2-bab5-0e2f2ac22dc3?jwt=eyJ0eXAiOiJKV1QiLCJhbGciOiJIUzI1NiJ9.eyJodHRwczovL2pvcnNlay5jb20vZXpkX29yZ2FuaXphdGlvbiI6ImV6eXZldCIsImh0dHBzOi8vam9yc2VrLmNvbS9lemQvb2JqZWN0X3V1aWQiOiJlZDNjM2E3NS01Mjg2LTQyYTItYmFiNS0wZTJmMmFjMjJkYzMiLCJleHAiOjE3ODQ5MTQ1OTYsImp0aSI6ImIyM2M4Y2Y0ZTU2YjQyOGJiMjllZTMzYzlhNzI4YzkyIiwiaHR0cHM6Ly9qb3JzZWsuY29tL2V6ZF9maWxlc2V0IjoiUWgwck9aM1pxZUVUcHFpT2p2dUIifQ.qdmZ1yGjqIsVoOjhNwnXuPkcwFvwtR4MybWWvsPGP1M&amp;response-content-disposition=filename%3D%22vello-lets-talk-about-recommended-care-1.pdf%22" target="_blank">More</a>
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            <div class="div accordion-item">Let's talk about recommended care (PDF)</div>
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                <div class="div accordion-text">The recommended care feature in Vello delivers personalized service suggestions to pet owners, based on your PIMS settings. Each recommendation includes a clear explanation of why it's needed, helping improve understanding, follow-through, and trust.</div><a class="xref" href="/discover-resources/lets-talk-about-recommended-care">More</a>
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            <div class="div accordion-item">Printable Vello flyers for your practice </div>
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                <div class="div accordion-text">Use these PDF flyers to make it easy for your clients to download the Vello app and to send text messages to your practice.</div><a class="xref" href="/discover-resources/printable-vello-flyers-for-your-practice">More</a>
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            <div class="div accordion-item">ezyVet customers: Clients can add a new pet in the Vello client portal</div>
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                <div class="div accordion-text">Vello makes it easy for clients to add new pets and make appointments for them directly in the Vello client portal.</div><a class="xref j-external-link" href="https://docs.ezyvet.com/en/browse-documentation/vello/vello-for-practices/configuration/about-client-changes-to-pets-in-the-vello-client-portal" target="_blank">More</a>
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            <div class="div accordion-item">How Windsong Veterinary Hospital Streamlined Client Communication with Vello</div>
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                <div class="div accordion-text">Windsong Veterinary Hospital, a newly established general practice in Prosper, Texas, set out to build a modern, efficient clinic from day one. With a focus on seamless operations and excellent client communication, they selected ezyVet as their practice management system and sought a client engagement solution that could integrate effortlessly. </div><a class="xref j-external-link" href="https://software.idexx.com/resources/case-study/new-veterinary-practice-streamlining-client-communications-a-case-study" target="_blank">More</a>
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            <div class="div accordion-item">Vello helps Southside Animal Hospital increase their fecal samples to more than 5 per day</div>
            <div class="div accordion-content">
                <div class="div accordion-text">Southside Animal Hospital, a fast-paced one-doctor practice in Lansing, Michigan, knew it was time to modernize client communication. Using Neo as their PIMS, Practice Manager Teresa Marhofer set out to introduce automation that would save staff time and better engage clients. When they implemented Vello, they expected improved workflows. What they didn’t expect was a dramatic rise in fecal compliance, increased staff efficiency, and a noticeable lift in client satisfaction—all in the first week. </div><a class="xref j-external-link" href="https://software.idexx.com/resources/case-study/how-vello-helped-southside-animal-hospital-increase-their-fecal-samples" target="_blank">More</a>
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            <div class="div accordion-item">Webinar: Seamless Connections</div>
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                <div class="div accordion-text">From missed reminders to disconnected systems, client communication can easily become fragmented. But it doesn’t have to be. In this on-demand webinar, we’ll explore how to simplify your workflows, improve client engagement, and create a more connected, efficient practice—without adding more to your plate.</div><a class="xref j-external-link" href="https://software.idexx.com/resources/webinar/seamless-connections" target="_blank">More</a>
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            <div class="div accordion-item">How Animal Care Clinic Increased Fecal and Preventive Care Bloodwork Compliance with Vello</div>
            <div class="div accordion-content">
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