Let clients cancel appointments in the Vello client portal

To let clients cancel appointments directly in the Vello client portal, a practice manager must do the necessary configuration in Vello.

Note: This documentation is for a beta feature. The beta feature is only available for an initial set of customers.

This procedure gives basic steps to let clients cancel an appointment directly in the Vello client portal. An online booking method can have different settings to get different results. The settings are applicable to step 4 of this procedure. Thus, make sure that you read these documents before you continue:

To do the configuration, do this procedure.

Open Vello from your PIMS.

Note: If you use Cornerstone, sign in to mycornerstone.idexx.com to get access to Vello.
In the left sidebar, select Appointment Booking.

Note: If the left sidebar is closed, select the appointment booking button:

Vello shows an Appointment Booking screen.
In the Booking & cancel methods section, select Change.
Vello shows a Change booking & cancellation method dialog box.
In the Booking section, select the method that you want clients to use to make appointments.
Select Next.
In the Cancellation section, select Cancel online.
In the Online cancellation window box, select Up to 24 hours before the appointment or Up to 48 hours before the appointment.
Select Save.

Clients can cancel appointments directly in the Vello client portal
When a client cancels an appointment, an entry shows in the Notifications tab of the Requests & Notifications screen to tell you
Vello automatically removes the appointment from your PIMS calendar

Vello Knowledge Center

Get access to documentation, training, and other high-quality resources.

Let clients cancel appointments in the Vello client portal

Vello-footer