Vello has a set of general steps that you do to initially and prepare and configure it.

General steps to configure and prepare Vello

To make configuration changes to Vello, it is important to know how to get access to Vello configuration settings. The access steps are different for each PIMS.

Access to Vello configuration settings

At the start date, Vello starts to send automatic message to clients (for example, medical service reminders and appointment reminders).

Set the start date for automatic messages

SMS registration is a mandatory step before you can use Vello text messaging.

About SMS registration

Before you can use Vello text messaging, you must start SMS registration, then wait until it is completed.

Start SMS registration

An example of when an address change for the client portal is applicable is when you want to include your practice name in the address.

Change the address of the Vello client portal

After you download the QR code, clients can scan it to sign in to the Vello client portal.

Download a QR code for client portal access

After you get the sign-in link, you can send it to clients for them to get access to the client portal.

Get the sign-in link for the Vello client portal

<body id="topic-owlcawmk"><main role="main"><article role="article" aria-labelledby="ariaid-title1"><h1 class="title topictitle1" id="ariaid-title1">Initial configuration</h1><div class="body"><p class="shortdesc">Read about initial configuration tasks that are necessary to complete before you use <span class="keyword">Vello</span>.</p></div><nav role="navigation" class="related-links"><ul class="ullinks"><li class="link ulchildlink"><a href="/browse-documentation/for-practices/vello/getting-started/initial-configuration/general-steps-to-configure-and-prepare-vello">General steps to configure and prepare Vello</a><br></li><li class="link ulchildlink"><a href="/browse-documentation/for-practices/vello/getting-started/initial-configuration/access-to-vello-configuration-settings">Access to Vello configuration settings</a><br></li><li class="link ulchildlink"><a href="/browse-documentation/for-practices/vello/getting-started/initial-configuration/set-the-start-date-for-automatic-messages">Set the start date for automatic messages</a><br></li><li class="link ulchildlink"><a href="/browse-documentation/for-practices/vello/getting-started/initial-configuration/about-sms-registration">About SMS registration</a><br></li><li class="link ulchildlink"><a href="/browse-documentation/for-practices/vello/getting-started/initial-configuration/start-sms-registration">Start SMS registration</a><br></li><li class="link ulchildlink"><a href="/browse-documentation/for-practices/vello/getting-started/initial-configuration/change-the-address-of-the-vello-client-portal">Change the address of the Vello client portal</a><br></li><li class="link ulchildlink"><a href="/browse-documentation/for-practices/vello/getting-started/initial-configuration/download-a-qr-code-for-client-portal-access">Download a QR code for client portal access</a><br></li><li class="link ulchildlink"><a href="/browse-documentation/for-practices/vello/getting-started/initial-configuration/get-the-sign-in-link-for-the-vello-client-portal">Get the sign-in link for the Vello client portal</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/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/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>

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

Getting started

Read about Vello terms and their definitions.

Vello terms and definitions

Read about initial configuration tasks that are necessary to complete before you use Vello.

Initial configuration

browse-documentation/for-practices/vello/getting-started/initial-configuration

for-practices/vello/getting-started/initial-configuration

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<body id="topic-o4accukz"><main role="main"><article role="article" 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 Windsong Veterinary Hospital Streamlined Client Communication with Vello</div>
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                <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>
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            <div class="div accordion-item">Webinar: Seamless Connections</div>
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                <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>
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            <div class="div accordion-item">How Animal Care Clinic Increased Fecal and Preventive Care Bloodwork Compliance with Vello</div>
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                <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 class="div accordion-item">How Downtown Pet Hospital Boosted Compliance and Client Engagement with Vello</div>
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                <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>
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Vello

Read about how to use Vello with your PIMS.

For practices

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

For pet owners

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Vello Knowledge Center

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

Initial configuration

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