About new client registration and first appointments
If a person is not a client of your practice, they can use the Vello client portal to complete registration and make their first appointment with your practice.
Note: For Cornerstone customers, you can only do the steps given in this documentation after a practice manager:
- Makes sure that your practice has Cornerstone version 9.6 or higher
- Activates Auto assign for Client ID in Cornerstone
- Activates Auto assign for Patient ID in Cornerstone
For more information, refer to the applicable Cornerstone documentation:
This table shows information about each step that a practice manager must do to let new clients:
- Complete registration
- Make their first appointment and subsequent appointments in the client portal
| Step | Information | Documentation |
|---|---|---|
| 1 | In the Booking, cancel, & reschedule section of the Appointment Booking screen, select Change.Then, in the Booking section, select Book online through Vello. | Online booking: Configure a visit type to use appointment requests Online booking: Configure a visit type to use direct booking |
| 2 | Make sure that one or more visit types uses Appointment Requests or Direct Booking as a configuration type: | |
| 3 | Select Allow new clients to register and book in the Create new clients & pets section of the Client Permissions screen. The change saves immediately. If you activated online booking, the section shows a booking link URL and QR code. Note: If you do not activate online booking, Vello shows a message that tells you that new clients can complete registration but they cannot make appointments. Note: Vello does not automatically activate Allow new clients to register and book. But while it is activated, Vello keeps Allow creation of new pet activated. | Let new clients complete registration in the Vello client portal |
| 4 | Copy the booking link URL or QR code shown in the Booking link section. As an alternative, select the buttons that show adjacent to APPOINTMENT BOOKING in the Practice Settings screen to get the link or QR code. Add the link or QR code to your website, newsletters, and flyers. As a result, new clients have access to the correct link to complete registration and make an appointment. Note: It is not possible for persons to use other methods to get access to the client portal for registration and to make their first appointment. | Get a link for new client registration and first appointments Download a QR code for new client registration and first appointments |
New client registration, first appointments, and PIMS records
This table gives:
- Each PIMS that is compatible with Vello
- Information about the PIMS records that Vello syncs information about client registration and first appointments to
| PIMS | Information about new client registration and first appointments |
|---|---|
| ezyVet | New client registration, first appointments, and ezyVet records |
| Neo | New client registration, first appointments and Neo records |
| Cornerstone | New client registration, first appointments, and Cornerstone records |