Vello appointment reminders and appointment confirmations
Vello has dedicated features for appointment reminders and appointment confirmations.
Appointment scheduled messages
An appointment scheduled message is the first type of appointment reminder that Vello sends to a client. When a client makes an appointment with your practice, Vello automatically sends an appointment scheduled message to tell them that they have an appointment.
If your practice has appointment reminders activated, Vello automatically activates appointment scheduled messages in the Appointment Reminders screen:
Appointment reminders
After Vello sends an appointment scheduled message, Vello can automatically send other appointment reminders to clients. To send appointment reminders, Vello can use text messages and email.
- At 9:00 AM, 14 days before the appointment
- At 9:00 AM, three days before the appointment
- At 7:00 AM, the day of the appointment
- The date and time of the appointment
- The appointment staff member
- Your organization address
- Appointment instructions (optional)
- Recommended diagnostic screening (optional)
- Prices for diagnostics screening (optional)
- Drop-off times and pickup times (optional)
The left side of Example appointment reminder shows an email appointment reminder. The right side is an example of what the client portal shows after a client selects View Appointment Details.
Appointment confirmations
Clients can use an appointment reminder to quickly and easily confirm an appointment. An appointment reminder that is a text message shows a link to confirm the appointment. And an appointment reminder email shows a Confirm Appointment button. The first appointment reminder that a client receives 14 or 13 days before the applicable appointment includes the link or button.
- Vello tells your PIMS to set the applicable appointment to a confirmed status
- The client's device opens the Vello client portal and shows information about the appointment (for example, the appointment date, time, and staff member)