Read about how to monitor requests and changes that clients use the  Vello client portal to make.

Monitor client requests and changes

The Unconfirmed Appointments screen gives a view of appointments that are not confirmed. Then, you can confirm appointments as necessary.

Show appointments that are not confirmed

Use the Unconfirmed Appointments screen to show appointments that are not confirmed and if applicable, confirm them.

The Unconfirmed Appointments screen

You can use the Appointment Review screen to easily monitor confirmed and unconfirmed appointments of one day.

About the Appointment Review screen

When you know that a client will come to a scheduled appointment, you can confirm it.

Confirm an appointment

You can use Vello to quickly and easily send text messages to a client or other persons that have mobile phone numbers in a client record in your PIMS.

Send a text message to a client or other persons

Use the Text Messages & Requests screen to get access to client text messages.

Show a client's text messages

<body><main xmlns:jcm-link-man="http://jorsek.com/content-management/modules/linkmanagement" role="main"><article role="article" id="topic-370g0dvd" aria-labelledby="ariaid-title1"><h1 class="title topictitle1" id="ariaid-title1">Basic tasks</h1><p class="shortdesc">Read about how to do basic messaging tasks with <span class="keyword">Vello</span>.</p><nav role="navigation" class="related-links"><ul class="ullinks"><li class="link ulchildlink"><a href="/browse-documentation/for-practices/vello/getting-started/basic-tasks/monitor-client-requests-and-changes">Monitor client requests and changes</a><br></li><li class="link ulchildlink"><a href="/browse-documentation/for-practices/vello/getting-started/basic-tasks/show-appointments-that-are-not-confirmed">Show appointments that are not confirmed</a><br></li><li class="link ulchildlink"><a href="/browse-documentation/for-practices/vello/getting-started/basic-tasks/the-unconfirmed-appointments-screen">The Unconfirmed Appointments screen</a><br></li><li class="link ulchildlink"><a href="/browse-documentation/for-practices/vello/getting-started/basic-tasks/about-the-appointment-review-screen">About the Appointment Review screen</a><br></li><li class="link ulchildlink"><a href="/browse-documentation/for-practices/vello/getting-started/basic-tasks/confirm-an-appointment">Confirm an appointment</a><br></li><li class="link ulchildlink"><a href="/browse-documentation/for-practices/vello/getting-started/basic-tasks/send-a-text-message-to-a-client-or-other-persons">Send a text message to a client or other persons</a><br></li><li class="link ulchildlink"><a href="/browse-documentation/for-practices/vello/getting-started/basic-tasks/show-a-clients-text-messages">Show a client's text messages</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/getting-started">Getting started</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/getting-started/general-steps-to-prepare-configure-and-use-vello">General steps to prepare, configure, and use Vello</a></li><li class="linklist"><a class="link" href="/browse-documentation/for-practices/vello/getting-started/vello-system-requirements">Vello system requirements</a></li><li class="linklist"><a class="link" href="/browse-documentation/for-practices/vello/getting-started/vello-terms-and-definitions">Vello terms and definitions</a></li><li class="linklist"><a class="link" href="/browse-documentation/for-practices/vello/getting-started/customer-support-for-vello">Customer support for Vello</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/getting-started/initial-configuration">Initial configuration</a></li><li class="linklist"><a class="link" href="/browse-documentation/for-practices/vello/getting-started/vello-what-clients-can-see-and-use">Vello: What clients can see and use</a></li></ul></div></nav></article></main></body>

Read about the basics of Vello and how to use it.

Getting started

The pet information page makes it easy for clients to know about medical care for their pets. The page is a part of the Vello client portal.

Vello client portal: Pet information page

Read about how to do basic messaging tasks with Vello.

Basic tasks

browse-documentation/for-practices/vello/getting-started/basic-tasks

for-practices/vello/getting-started/basic-tasks

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                <div class="div footer-cta-heading">Need help?</div><a class="xref" href="/vello-customer-support">Go to <span class="ph">Vello</span> customer support</a>
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            <div class="div footer-bottom-links"><a class="xref j-external-link" href="https://www.idexx.com/en/about-idexx/terms-of-sale/general-terms/" target="_blank">IDEXX Terms of Use</a> <a class="xref j-external-link" href="https://www.idexx.com/en/about-idexx/privacy-policy/" target="_blank">Privacy Policy</a> <a class="xref j-external-link" href="https://www.idexx.com/en/" target="_blank">©2026 IDEXX Laboratories, Inc. All rights reserved.</a></div>
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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">How Hays Towne Veterinary Hospital upgraded client communication with Vello</div>
            <div class="div accordion-content"> 
                <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>
            </div>






            <div class="div accordion-item">Introducing Vello to your client base (PDF)</div>
            <div class="div accordion-content"> 
                <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.eyJodHRwczovL2pvcnNlay5jb20vZXpkX29yZ2FuaXphdGlvbiI6ImV6eXZldCIsImh0dHBzOi8vam9yc2VrLmNvbS9lemQvb2JqZWN0X3V1aWQiOiJlZDNjM2E3NS01Mjg2LTQyYTItYmFiNS0wZTJmMmFjMjJkYzMiLCJleHAiOjE3NzcxMzA5NTYsImp0aSI6IjUyZDdkMzNlMTFlMTQwYmM4N2JmNDIwZjI0MzFjMzQxIiwiaHR0cHM6Ly9qb3JzZWsuY29tL2V6ZF9maWxlc2V0IjoiUWgwck9aM1pxZUVUcHFpT2p2dUIifQ.1gljfFNa8oZvTcnt7FTEYish_ulE8IhB3CeO5jPkoA0&amp;response-content-disposition=filename%3D%22vello-lets-talk-about-recommended-care-1.pdf%22" target="_blank">More</a>
            </div>
            <div class="div accordion-item">Let's talk about recommended care (PDF)</div>
            <div class="div accordion-content">
                <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>
            </div>
            <div class="div accordion-item">Printable Vello flyers for your practice </div>
            <div class="div accordion-content">
                <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>
            </div>
            <div class="div accordion-item">ezyVet customers: Clients can add a new pet in the Vello client portal</div>
            <div class="div accordion-content">
                <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>
            </div>
            <div class="div accordion-item">How Windsong Veterinary Hospital Streamlined Client Communication with Vello</div>
            <div class="div accordion-content">
                <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>
            </div>
            <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>
            </div>
            <div class="div accordion-item">Webinar: Seamless Connections</div>
            <div class="div accordion-content">
                <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>
            </div>
            <div class="div accordion-item">How Animal Care Clinic Increased Fecal and Preventive Care Bloodwork Compliance with Vello</div>
            <div class="div accordion-content">
                <div class="div accordion-text">Animal Care Clinic, a three-doctor general practice in North Canton, Ohio, has always prioritized staying ahead with the latest veterinary technology. After transitioning from paper records to ezyVet in 2020, they sought new ways to enhance client communication and compliance. In October 2023, they joined Vello’s beta program, expecting to strengthen client engagement by reaching more clients through an improved, fully integrated workflow.</div><a class="xref j-external-link" href="https://software.idexx.com/resources/case-study/how-animal-care-clinic-increased-fecal-and-preventive-care-bloodwork" target="_blank">More</a>
            </div>
            <div class="div accordion-item">How Downtown Pet Hospital Boosted Compliance and Client Engagement with Vello</div>
            <div class="div accordion-content">
                <div class="div accordion-text">Downtown Pet Hospital, a thriving five-doctor general practice in Orlando, Florida, has been using Neo as their practice management system since 2016. As the practice grew, they sought a way to automate and enhance client engagement, particularly around appointment reminders and preventive care compliance.</div><a class="xref j-external-link" href="https://software.idexx.com/resources/case-study/established-downtown-pet-hospital-boosts-compliance-and-client-engagement-with-Vello" target="_blank">More</a>
            </div>
        </div></div></article></main></body>

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Get answers fast from our extensive library of detailed documentation.

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Get access to white papers, blog posts, and other useful information to help you get the most out of IDEXX products.

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Vello

Read about Vello and how to use with your IDEXX PIMS.

For practices

If you are a pet owner, read about how to use Vello.

For pet owners

Read about new documentation that is available in the Knowledge Center and changes to published documentation.

Vello Knowledge Center

Get access to documentation, training, and other high-quality resources.

Basic tasks

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