Client reminders

Vello can automatically send different types of reminder messages to clients. It is important to know which information the reminders show to clients and how clients use the reminders.

Appointment reminders for clients

Vello can automatically send appointment reminders to clients. To send appointment reminders, Vello uses text messages and email.

This image shows a text message and an email message for an appointment reminder:

This image shows a text message and email message for an appointment reminder

Before Vello can send appointment reminders, client contact records in your PIMS must have phone numbers or email addresses entered.

An appointment reminder has a link that a client selects to confirm the appointment. After you schedule a confirmed appointment:

Vello syncs the appointment to your PIMS calendar
A client receives subsequent appointment reminder messages

Appointment reminders that Vello sends after a client confirms an appointment have a link or button that they can select to get more information about the appointment. This image shows an example of the link in a text message appointment reminder and in an email appointment reminder.

A text message appointment reminder and email appointment reminder

After a client selects the link, their device opens the Vello client portal. The client portal shows pet information that includes appointments, prescriptions, and medical service reminders. Clients can also use the portal to make changes to pet photos and to make appointment requests.

The appointment information that the client portal shows to a client after they open the portal from an appointment reminder includes:

Pet name
Appointment type
Appointment status
Time and date of the appointment
An Add to Calendar button that the client can use to add the appointment time to their calendar app
The applicable staff member for the appointment (for example, nurse or groomer)
Practice name
Practice address

Optional information for an appointment that the client portal can show:

Appointment instructions
Recommended diagnostic screening
Fecal sample checklist

Note: Only wellness visits can show a fecal sample checklist.

Appointment information is an example of appointment information as shown in the Vello client portal. The appointment includes recommended diagnostic screening.

Appointment information example — Figure 1. Appointment information

Medical service reminders for clients

Vello can automatically send medical service reminders to clients. To send the reminders, Vello uses text messages and email. This image shows a text message and an email message for a medical service reminder:

To know when to send medical service reminders, Vello uses the due dates of medical services in the patient records of your PIMS. It is not necessary for a client to have a scheduled appointment to receive medical service reminders.

Note: Before Vello can send medical service reminders, the client contact record in your PIMS must have a phone number or email address.

Medical service reminders can show a link that or button that a client selects to open the client portal. Then, the client can use the portal to make an appointment request for the medical service.

Note: Before clients can use the online portal to make appointment requests, you must activate Vello's online scheduling system.

If online scheduling is not activated:

Medical service reminders do not show a link or button that opens the client portal
Medical service reminders tell clients to contact your practice to schedule appointments for medical services

This table gives examples of text messages and emails for medical service reminders:


Reminder type	Example (text message)	Example (email)
Services due (online scheduling activated)
Services overdue (online scheduling activated)
Services due (online scheduling deactivated)

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Client reminders

Appointment reminders for clients

Medical service reminders for clients

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