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Let clients send a text message to cancel an appointment

To let clients send a text message to your practice to cancel an appointment, 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 send a text message to cancel an appointment. 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.
  1. Open Vello from your PIMS.
    Note: If you use Cornerstone, sign in to mycornerstone.idexx.com to get access to Vello.
  2. 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.
  3. In the Booking & cancel methods section, select Change.
    Vello shows a Change booking & cancellation method dialog box.
  4. In the Booking section, select the method that you want clients to use to make appointments.
  5. Select Next.
  6. In the Cancellation section, select Text to cancel.
  7. Select Use Vello SMS number or Use a custom SMS number.
    Text to cancel configuration
  8. Select Save.
    The Save button
  1. Clients can send a text message to your practice to cancel appointments
  2. The text message go to the Vello inbox or to the device that uses the phone number