Registration for new clients and Neo records

A new client's registration information syncs to Neo. As a result, it is not necessary for staff to make the applicable records directly in Neo.

This table shows the registration information that a new client enters in the client portal, and where the information syncs to in Neo:

Registration information	Where the information syncs to in Neo
Client information: Name Address Mobile phone number Email address Note: If a client starts to enter address information in the Address box, Vello automatically shows available addresses that the client can select. To enter their address manually, they can select Enter manually.	The registration information syncs to a new client record.
Pet information: Name Sex Date of birth Species Breed Color	The registration information syncs to a new patient record.

Appointments for new clients and Neo records

This table shows the information that a new client enters when they make their first appointment, and where the information syncs to in Neo:

Type of appointment information	Where the information syncs to in Neo
The visit type that the person wants to schedule The staff member that they want for the appointment The appointment date and time Information about why the appointment is necessary	The appointment information syncs to a new appointment record. Note: If you use appointment requests for online booking, you must confirm the appointment in Vello to sync it to a new appointment record.
A client can enter the name and phone number of a previous practice. And you can contact the practice to make a request for a pet's records.	The previous practice information syncs to the Reason for appointment box in a new appointment record.
A client can upload their pet's clinical records directly (for example, if a client has a file that shows their pet's vaccination records).	The files sync to the Files tab of the applicable patient record.

First appointment information shown in Vello

When a new client makes their first appointment during client registration, the Requests & Notifications screen in Vello shows an entry for the appointment. And the screen shows New in the Patient column for the appointment.