Before clients can complete registration and make their first appointment in the Vello client portal, a practice manager must do the necessary configuration.

Configuration for client registration and first appointments

Read about how client registration and first appointment information syncs from the Vello client portal to your PIMS records.

New client registration, first appointments, and PIMS records

<body><main xmlns:jcm-link-man="http://jorsek.com/content-management/modules/linkmanagement" role="main"><article role="article" id="ezyvet-0xmzcevo" aria-labelledby="ariaid-title1"><h1 class="title topictitle1" id="ariaid-title1">Client registration and first appointments</h1><div class="body"><p class="shortdesc">Read about  new client registration and first  appointments in the <a class="j-glossary-link" href="/browse-documentation/for-practices/vello/glossary/vello-client-portal" title="A dedicated part of Vello that is for clients. The Vello client portal shows clients information about their pets. The information includes appointments, prescriptions, and medical services. To get access to the client portal, clients can use a web browser or a mobile app."><dfn class="term">Vello client portal</dfn></a>.</p></div><nav role="navigation" class="related-links"><ul class="ullinks"><li class="link ulchildlink"><a href="/browse-documentation/for-practices/vello/getting-started/client-registration-and-first-appointments/configuration-for-client-registration-and-first-appointments">Configuration for client registration and first appointments</a><br></li><li class="link ulchildlink"><a href="/browse-documentation/for-practices/vello/getting-started/client-registration-and-first-appointments/new-client-registration-first-appointments-and-pims-records">New client registration, first appointments, and PIMS records</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><li class="linklist"><a class="link" href="/browse-documentation/for-practices/vello/getting-started/basic-tasks">Basic tasks</a></li></ul></div></nav></article></main></body>

Dave Koelmeyer

Phia Collins Stoop

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

Getting started

Vello has alternative methods to online booking that clients can use to make appointments.

General steps to configure and use alternative methods to online booking

Read about  new client registration and first  appointments in the Vello client portal.

Client registration and first appointments

browse-documentation/for-practices/vello/getting-started/client-registration-and-first-appointments

for-practices/vello/getting-started/client-registration-and-first-appointments

<body><main xmlns:jcm-link-man="http://jorsek.com/content-management/modules/linkmanagement" role="main"><article role="article" id="topic-t1wie1fn" aria-labelledby="ariaid-title1"><h1 class="title topictitle1" id="ariaid-title1">Vello-footer</h1><div class="body footer-container"><p class="shortdesc"></p><div class="div footer-cta-container">
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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>
            <div class="div accordion-content">
                <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>
            </div>           
            <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.eyJodHRwczovL2pvcnNlay5jb20vZXpkX29yZ2FuaXphdGlvbiI6ImV6eXZldCIsImh0dHBzOi8vam9yc2VrLmNvbS9lemQvb2JqZWN0X3V1aWQiOiJlZDNjM2E3NS01Mjg2LTQyYTItYmFiNS0wZTJmMmFjMjJkYzMiLCJleHAiOjE3ODQ5MzY0MzksImp0aSI6IjllZGE3ODk2ZDYxZTQ5ZmM5MDkxNDc0N2M0NDQ4ZDhiIiwiaHR0cHM6Ly9qb3JzZWsuY29tL2V6ZF9maWxlc2V0IjoiUWgwck9aM1pxZUVUcHFpT2p2dUIifQ.wno6So9twQaL4gUFR6VkxCC2EOw1v3Eea3duYkxZiPI&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>
            <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>
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            <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>
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            <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>
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        </div></div></article></main></body>

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

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Client registration and first appointments

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