General steps to configure Vello for Neo branches
Vello has a set of general steps that a practice manager does to configure Vello for a branch.
This table gives information about different Vello configuration settings for a branch and applicable documentation:
| Step | Vello configuration | Documentation |
|---|---|---|
| 1 | Set the start date for automatic messages | Vello start date for a branch |
| 2 | SMS registration | SMS registration for a branch |
| 3 | Text message configuration | Text message configuration for a branch |
| 4 | Appointment reminder configuration | Appointment reminder configuration for a branch |
| 5 | Medical service reminder configuration | Configuration of medical service reminders for a branch |
| 6 | Online scheduling configuration | Vello online scheduling configuration for a branch |