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
Note: If you change the status of a form to Archived, Vello automatically removes the form from appointment types.