About Direct Booking
Direct Booking is a new beta feature for Vello. The beta feature includes new functions and user interface changes for the configuration of online scheduling.
- Clients can use the Vello client portal to schedule appointments directly in your PIMS calendar
- It is not necessary for clients to wait for approval from staff for appointments that they schedule in the client portal
- It is not necessary for staff to give approval in Vello for appointments that clients used the client portal to schedule
About visit types
If you activate online scheduling and when a client uses Direct Booking to schedule an appointment in the Vello client portal, they select a visit type. The available visit types are wellness visit or sick visit. A wellness visit is for a patient who does not have a medical problem. A sick visit is for a patient who does have a medical problem.
About the Appointment Scheduling screen
- Activate online scheduling
- Get access to configuration settings for wellness visits and sick visits
- Select direct booking as a configuration for wellness visits and sick visits
- Set the periods that show to clients as available for Direct Booking for the applicable visit types (for example, 15 minutes or 30 minutes)
- Set the days and times that show to clients as available for Direct Booking for the applicable visit types
- Select the staff members that show to clients as available for Direct Booking for the applicable visit types
Configuration settings for visit types
To show configuration settings for sick visits and wellness visits, select the Edit button shown in the Wellness Visits or Sick Visits sections of the Appointment Scheduling screen.
This table gives each configuration setting and its function:
Setting | Function |
---|---|
Description | Use Description to enter general information for the visit type. Tip: Enter information that helps clients to know if a visit type is applicable to their appointment. For example, for a sick visit, you can enter a Description of My pet is showing signs of illness or discomfort. |
Booking Type | Use Booking Type to select Direct Booking as a configuration for online scheduling. Note: After you activate online scheduling, Vello automatically selects Appointment Requests.
|
Appointment Length | Use Appointment Length to set the periods that are available for clients to select for an appointment. For example, you can select 15 minutes or 30 minutes. |
Calendar Availability | To set the days and times that are available for appointments, set Calendar Availability to Configure Schedule in Vello. If necessary, you can make different times available for appointments during the same day. |
Provider Availability | Use Provider Availability to select the staff members that are available for appointments. |