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ezyVet only: Configure available times and staff for appointment requests (planning guides 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.

To configure times and staff, do this procedure.
Note: As an alternative to this method, a practice manager can configure available days and times for appointments directly in Vello.
  1. Open Vello from ezyVet.
  2. In the left sidebar, select Appointment Requests.
    The Appointment Requests command
    Vello shows an Appointment Requests screen.
  3. For the applicable visit type, select Edit.
    The Edit button
    Vello shows an Edit: Dialog box.
  4. In the Calendar Availability section, select Use Planning Guides.
    The Use Planning Guides setting
    Vello 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:
    The Unavailable for Online Scheduling section
  5. In the Unavailable for Online Scheduling section, select an applicable appointment type.
    If you want to make planning guides that use a Recheck appointment type available for wellness visits, find the the appointment type in the Unavailable for Online Scheduling section. Then select it to move it to the Available for Online Scheduling section.
    Vello moves the appointment type to the Available for Online Scheduling section.
  6. In the Provider Availability section, select the staff members and rooms that you want to make available for appointment requests.
    Note: If you do not want a staff member to show as available for appointment requests, deactivate the Enable setting.
  7. Select Done.
    The Done button
  8. Select Publish Changes.
    The Publish Changes button
The online scheduling system has the changes. When a client uses the client portal to make an appointment request:
  1. Vello gets planning guide information from ezyVet for the applicable staff member
  2. The client portal uses the planning guide information to show only the days and times that the staff member is available