Vello forms and appointment types
To make it easier for clients to complete a form before a scheduled appointment, you can connect Vello forms to appointment types in Vello. As a result, Vello includes a link to the form in appointment messages for the appointment type.
To connect a form to an appointment type, you can use the Forms screen or the Appointment Reminders screen in Vello.
Note: You can connect a maximum of five forms to an appointment type.
To use the Forms screen to connect a form to appointment types:
- Select the vertical ellipsis (⋮) for a form entry that shows a Published status
- Select Link to appointments
- Select one or more appointment types in the Link form to appointments dialog box
Note: If an appointment type has a form connected to it, Vello shows a Currently linked: message adjacent to the appointment type.
To use the Appointment Reminders screen to connect a form to an appointment type:
- Select Edit for the applicable appointment type
- In the Forms section, select the applicable forms
After you connect a form to an appointment type:
- Vello shows the connected appointment type in the Linked appointments column for the form entry in the Forms screen
- Clients can select a button or link in appointment messages for the appointment type to complete the form
- The Appointment Details screen of the Vello client portal shows a banner to a client who has forms to complete
The banner shows the number of forms that the client did not complete. When a client selects the banner in the Appointment Details screen, Vello opens the first form that the client did not complete. Vello removes the banner after the client completes all of the forms.
Note: If you change the status of a form to Archived, Vello automatically removes the form from appointment types.