After a practice manager does the necessary configuration, clients can add pets in the Vello client portal. And Vello tells your PIMS to make new patient records with the pet information. As a result, it is not necessary for practice staff to make patient records directly in your PIMS.

To let clients add a pet in the client portal, select Allow Creation of New Pet in the Create New Clients & Pets section of the Vello Client Permissions screen:

Methods for clients to add a pet in the client portal

This table shows the different methods that clients can use to add a pet:

Method	More information
In the Settings screen of the client portal	Clients can select Add a New Pet in the Manage Pets section to add a pet directly in the client portal:
When a client makes an appointment in the client portal	If a client wants to make an appointment for a pet that does not show in the client portal, they can add the pet at the same time. As a result, Vello: Adds the pet information to the Vello client portal Tells your PIMS to make a new patient record with the pet information Makes an appointment for the pet that the client added

Note: Before a client can add a new pet, Vello shows this message: To avoid duplicates, do not add your pet if you think they are already in your veterinarian's system. Please call your practice to confirm.

The Add New Pet screen

A client must enter this information in the Add New Pet screen:

• Pet name
• Sex
• Age (or date of birth)
• Species
• Breed
• Color

Note: The Breed and Color boxes only show after a client selects a species in the Species box.

After a client selects Save, Vello tells your PIMS to make a new patient record with the pet information.