General steps to configure and prepare Vello to use
Vello has a set of general steps that you do to initially configure and prepare it.
Note: If you upgraded to Vello from Pet Health Network Pro, Vello automatically has the correct settings that you made in Pet Health Network Pro.
The table that follows gives each general step and the related documentation:
| Step | Task | Documentation |
|---|---|---|
| 1 | Set the date that Vello starts to send messages to clients. | Set the start date for automatic messages |
| 2 | Start and complete SMS registration. | About SMS registration |
| 3 | Use the Automated Communications Cadence screen to know when clients receive messages that Vello automatically sends. | Automated Communications Cadence screen |
| 4 | Activate automatic appointment reminders and related appointment messages. | Activate automatic appointment messages |
| 5 | Activate automatic medical service reminders for clients. | Activate medical service reminders |
| 6 | Activate text messaging with clients. | Activate text messaging |
| 7 | Activate online scheduling. | Activate online scheduling |