General steps to make and use Vello forms
The general steps help you to quickly get the best results from forms.
This table gives each step and information about it:
| Step | Information | Documentation |
|---|---|---|
| 1 | Read general information about how to use forms. | About Vello forms |
| 2 | Make sure that you:
| The user interface of the Vello form designer |
| 3 | Make a form. | Make a form |
| 4 | Configure an appointment type to use the form. | Configure an appointment type to use a form |
| 5 | Get access to completed forms. Note: After a client completes a form in the Vello client portal, Vello syncs the form to the applicable client contact record in ezyVet. The synced form is a PDF document that shows in the Attachments section of:
| Not applicable. |
| 6 | Archive forms that are not necessary to keep. | Archive a form |