<body><main xmlns:jcm-link-man="http://jorsek.com/content-management/modules/linkmanagement" role="main"><article role="article" id="task-mibqmz3h" aria-labelledby="ariaid-title1"><h1 class="title topictitle1" id="ariaid-title1">Get a link for new client registration and first appointments</h1><div class="body taskbody"><p class="shortdesc">New clients can use the link to complete registration and make their first appointment.</p><section class="section context"><div class="note note note_note"><span class="note__title">Note:</span> The basic workflow for new clients is only available for <span class="keyword">ezyVet</span> and <span class="keyword">Neo</span> customers. </div>To get the link, do this procedure.</section><ol class="ol steps"><li class="li step stepexpand"><span class="ph cmd">Open <span class="keyword">Vello</span> from your PIMS.</span></li><li class="li step stepexpand"><span class="ph cmd">In the left sidebar, select <span class="ph uicontrol">Practice Profile</span>.</span><div class="itemgroup info"><img class="image" src="https://vello.deploy.heretto.com/v4/deployments/Qh0rOZ3ZqeETpqiOjvuB/object/26fbf337-515a-4109-965f-1407922bc660?jwt=eyJ0eXAiOiJKV1QiLCJhbGciOiJIUzI1NiJ9.eyJodHRwczovL2pvcnNlay5jb20vZXpkX29yZ2FuaXphdGlvbiI6ImV6eXZldCIsImh0dHBzOi8vam9yc2VrLmNvbS9lemQvb2JqZWN0X3V1aWQiOiIyNmZiZjMzNy01MTVhLTQxMDktOTY1Zi0xNDA3OTIyYmM2NjAiLCJleHAiOjE3ODEwNDYyNzUsImp0aSI6IjY0Y2NmZDg5NWFiYjQ5NjlhYWU5NGRlMzBiMjE0NzQ5IiwiaHR0cHM6Ly9qb3JzZWsuY29tL2V6ZF9maWxlc2V0IjoiUWgwck9aM1pxZUVUcHFpT2p2dUIifQ.vxlOYqkBlWuJXDUiyAbjPOoKxrKxOEZ_SI_GViwKQ4w" alt="The Practice Settings command">
                    <div class="note note note_note"><span class="note__title">Note:</span> If the left sidebar is closed, select the <dfn class="term">practice profile</dfn> button:<br><img class="image" width="35" src="https://vello.deploy.heretto.com/v4/deployments/Qh0rOZ3ZqeETpqiOjvuB/object/5ef92e5f-c621-4d2c-94b8-637434583204?jwt=eyJ0eXAiOiJKV1QiLCJhbGciOiJIUzI1NiJ9.eyJodHRwczovL2pvcnNlay5jb20vZXpkX29yZ2FuaXphdGlvbiI6ImV6eXZldCIsImh0dHBzOi8vam9yc2VrLmNvbS9lemQvb2JqZWN0X3V1aWQiOiI1ZWY5MmU1Zi1jNjIxLTRkMmMtOTRiOC02Mzc0MzQ1ODMyMDQiLCJleHAiOjE3ODEwNDYyNzUsImp0aSI6Ijg5YWViZDhkOThlNTQ2MDY4MTcyNzBkNzhhNmE2Yjc0IiwiaHR0cHM6Ly9qb3JzZWsuY29tL2V6ZF9maWxlc2V0IjoiUWgwck9aM1pxZUVUcHFpT2p2dUIifQ.0T-V4c8NRn_SWHMycgcNvZSF1HHb_iB4NsB02WxGrZ8"><br></div>
                </div><div class="itemgroup stepresult"><span class="keyword">Vello</span> shows a <span class="keyword wintitle">Practice Profile</span> screen.</div></li><li class="li step stepexpand"><span class="ph cmd"> Adjacent to <span class="ph uicontrol">APPOINTMENT BOOKING</span>, select the copy button.</span><div class="itemgroup info"><img class="image" src="https://vello.deploy.heretto.com/v4/deployments/Qh0rOZ3ZqeETpqiOjvuB/object/2657242f-06a2-4969-b4c2-31cc9d0f310a?jwt=eyJ0eXAiOiJKV1QiLCJhbGciOiJIUzI1NiJ9.eyJodHRwczovL2pvcnNlay5jb20vZXpkX29yZ2FuaXphdGlvbiI6ImV6eXZldCIsImh0dHBzOi8vam9yc2VrLmNvbS9lemQvb2JqZWN0X3V1aWQiOiIyNjU3MjQyZi0wNmEyLTQ5NjktYjRjMi0zMWNjOWQwZjMxMGEiLCJleHAiOjE3ODEwNDYyNzUsImp0aSI6IjM5YjQ0NmIyMjlmNDQ0OGJiOTBhYjViMWIxYjEwOWU2IiwiaHR0cHM6Ly9qb3JzZWsuY29tL2V6ZF9maWxlc2V0IjoiUWgwck9aM1pxZUVUcHFpT2p2dUIifQ.mbom3aLjX7uqUXsE59r3iHj_HmIC_F_fIdTTh-6YPAA" alt="The copy direct link button."></div></li></ol><section class="section result"><span class="keyword">Vello</span> puts the link in your device's clipboard.</section><section class="section postreq">Send the link to new clients as necessary and add it to your website, newsletters, and flyers.</section></div><nav role="navigation" class="related-links"><div class="familylinks"><div class="parentlink"><span class="hd-label">Parent topic:</span> <a class="link" href="/browse-documentation/for-practices/vello/getting-started/client-registration-and-first-appointments">Client registration and first appointments</a></div></div></nav></article></main></body>

After you download the QR code, new clients can scan it to complete registration and make their first appointment in the Vello client portal.

Download a QR code for new client registration and first appointments

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

Client registration and first appointments

Before a new client can complete registration directly in the Vello client portal, a practice manager must do the necessary configuration.

Let new clients complete registration in the Vello client portal

New clients can use the link to complete registration and make their first appointment.

Get a link for new client registration and first appointments

browse-documentation/for-practices/vello/getting-started/client-registration-and-first-appointments/get-a-link-for-new-client-registration-and-first-appointments

for-practices/vello/getting-started/client-registration-and-first-appointments/get-a-link-for-new-client-registration-and-first-appointments

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<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.eyJodHRwczovL2pvcnNlay5jb20vZXpkX29yZ2FuaXphdGlvbiI6ImV6eXZldCIsImh0dHBzOi8vam9yc2VrLmNvbS9lemQvb2JqZWN0X3V1aWQiOiJlZDNjM2E3NS01Mjg2LTQyYTItYmFiNS0wZTJmMmFjMjJkYzMiLCJleHAiOjE3ODEwMzc0MjMsImp0aSI6ImNhZWE0MzJmMDk5NzQ5NTRiZjYyNTc4NmVmYjA1YTdlIiwiaHR0cHM6Ly9qb3JzZWsuY29tL2V6ZF9maWxlc2V0IjoiUWgwck9aM1pxZUVUcHFpT2p2dUIifQ.vxF6JXQ_z0oRkiEq7QCtvRwkCRz_8lkt3tZaomSUDZM&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>
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