Each PIMS has different steps that you use for access to Vello configuration settings.

PIMS access to Vello settings

Use the Overview screen to know when Vello automatically sends messages and other related information to clients.

Medical service reminders: The Overview screen

To use Vello to automatically send medical service reminders, a practice manager must do the necessary configuration.

Configuration of medical service reminders

Activate and configure  Vello's recommended care feature.

Recommended care configuration

Before you can use Vello's online booking system, a practice manager must do the necessary configuration.

Online booking configuration

A practice manager can configure Vello to automatically send appointment messages to clients. And they can configure the information that the messages show.

Appointment message configuration

To make sure that staff can use the Vello text messaging system correctly, a practice manager does the necessary configuration.

Text messaging configuration

Read about how to  control what clients can do in the Vello client portal.

Vello client portal: Control what clients can do

Each PIMS that is compatible with Vello has different user account permissions and methods for Vello access.

Access configuration

<body><main xmlns:jcm-link-man="http://jorsek.com/content-management/modules/linkmanagement" role="main"><article role="article" id="topic-g212aivm" aria-labelledby="ariaid-title1"><h1 class="title topictitle1" id="ariaid-title1">Configuration</h1><p class="shortdesc">Read how to configure and activate <span class="ph">Vello</span> features.</p><nav role="navigation" class="related-links"><ul class="ullinks"><li class="link ulchildlink"><a href="/browse-documentation/for-practices/vello/configuration/pims-access-to-vello-settings">PIMS access to Vello settings</a><br></li><li class="link ulchildlink"><a href="/browse-documentation/for-practices/vello/configuration/medical-service-reminders-the-overview-screen">Medical service reminders: The Overview screen</a><br></li><li class="link ulchildlink"><a href="/browse-documentation/for-practices/vello/configuration/configuration-of-medical-service-reminders">Configuration of medical service reminders</a><br></li><li class="link ulchildlink"><a href="/browse-documentation/for-practices/vello/configuration/recommended-care-configuration">Recommended care configuration</a><br></li><li class="link ulchildlink"><a href="/browse-documentation/for-practices/vello/configuration/online-booking-configuration">Online booking configuration</a><br></li><li class="link ulchildlink"><a href="/browse-documentation/for-practices/vello/configuration/appointment-message-configuration">Appointment message configuration</a><br></li><li class="link ulchildlink"><a href="/browse-documentation/for-practices/vello/configuration/text-messaging-configuration">Text messaging configuration</a><br></li><li class="link ulchildlink"><a href="/browse-documentation/for-practices/vello/configuration/vello-client-portal-control-what-clients-can-do">Vello client portal: Control what clients can do</a><br></li><li class="link ulchildlink"><a href="/browse-documentation/for-practices/vello/configuration/access-configuration">Access configuration</a><br></li></ul><div class="familylinks"><div class="parentlink"><span class="hd-label">Parent topic:</span> <a class="link" href="/browse-documentation/for-practices/vello">Vello</a></div></div></nav></article></main></body>

Vello

You can use Vello to send a form link to clients in a text message. Clients can select the link to complete the form in the Vello client portal.

Send a form link in a text message

Read how to configure and activate Vello features.

Configuration

browse-documentation/for-practices/vello/configuration

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<body><main xmlns:jcm-link-man="http://jorsek.com/content-management/modules/linkmanagement" role="main"><article role="article" id="topic-o4accukz" aria-labelledby="ariaid-title1"><h1 class="title topictitle1" id="ariaid-title1">Vello-featured</h1><div class="body accordions-wrapper"><p class="shortdesc"></p><div class="div accordions-heading">Featured content</div><div class="div accordion-container">
            


<div class="div accordion-item">How Hays Towne Veterinary Hospital upgraded client communication with Vello</div>
            <div class="div accordion-content"> 
                <div class="div accordion-text">Hays Towne Veterinary Hospital, a single-doctor general practice in Hudson, Florida, has long prioritized high-quality care for pets and seamless client communication. With a commitment to staying ahead in technology, Practice Manager Leanne Ridenour sought a modernized solution to enhance appointment scheduling and client engagement.</div><a class="xref j-external-link" href="https://software.idexx.com/resources/case-study/improving-veterinary-client-communications-a-case-study" target="_blank">More</a>
            </div>






            <div class="div accordion-item">Introducing Vello to your client base (PDF)</div>
            <div class="div accordion-content"> 
                <div class="div accordion-text">Read about tips and tricks to introduce Vello to your clients, and tools to help drive Vello adoption and engagement.</div><a class="xref j-external-link" href="https://vello.deploy.heretto.com/v4/deployments/Qh0rOZ3ZqeETpqiOjvuB/object/ed3c3a75-5286-42a2-bab5-0e2f2ac22dc3?jwt=eyJ0eXAiOiJKV1QiLCJhbGciOiJIUzI1NiJ9.eyJodHRwczovL2pvcnNlay5jb20vZXpkX29yZ2FuaXphdGlvbiI6ImV6eXZldCIsImh0dHBzOi8vam9yc2VrLmNvbS9lemQvb2JqZWN0X3V1aWQiOiJlZDNjM2E3NS01Mjg2LTQyYTItYmFiNS0wZTJmMmFjMjJkYzMiLCJleHAiOjE3ODEwMzc0MjMsImp0aSI6ImNhZWE0MzJmMDk5NzQ5NTRiZjYyNTc4NmVmYjA1YTdlIiwiaHR0cHM6Ly9qb3JzZWsuY29tL2V6ZF9maWxlc2V0IjoiUWgwck9aM1pxZUVUcHFpT2p2dUIifQ.vxF6JXQ_z0oRkiEq7QCtvRwkCRz_8lkt3tZaomSUDZM&amp;response-content-disposition=filename%3D%22vello-lets-talk-about-recommended-care-1.pdf%22" target="_blank">More</a>
            </div>
            <div class="div accordion-item">Let's talk about recommended care (PDF)</div>
            <div class="div accordion-content">
                <div class="div accordion-text">The recommended care feature in Vello delivers personalized service suggestions to pet owners, based on your PIMS settings. Each recommendation includes a clear explanation of why it's needed, helping improve understanding, follow-through, and trust.</div><a class="xref" href="/discover-resources/lets-talk-about-recommended-care">More</a>
            </div>
            <div class="div accordion-item">Printable Vello flyers for your practice </div>
            <div class="div accordion-content">
                <div class="div accordion-text">Use these PDF flyers to make it easy for your clients to download the Vello app and to send text messages to your practice.</div><a class="xref" href="/discover-resources/printable-vello-flyers-for-your-practice">More</a>
            </div>
            <div class="div accordion-item">ezyVet customers: Clients can add a new pet in the Vello client portal</div>
            <div class="div accordion-content">
                <div class="div accordion-text">Vello makes it easy for clients to add new pets and make appointments for them directly in the Vello client portal.</div><a class="xref j-external-link" href="https://docs.ezyvet.com/en/browse-documentation/vello/vello-for-practices/configuration/about-client-changes-to-pets-in-the-vello-client-portal" target="_blank">More</a>
            </div>
            <div class="div accordion-item">How Windsong Veterinary Hospital Streamlined Client Communication with Vello</div>
            <div class="div accordion-content">
                <div class="div accordion-text">Windsong Veterinary Hospital, a newly established general practice in Prosper, Texas, set out to build a modern, efficient clinic from day one. With a focus on seamless operations and excellent client communication, they selected ezyVet as their practice management system and sought a client engagement solution that could integrate effortlessly. </div><a class="xref j-external-link" href="https://software.idexx.com/resources/case-study/new-veterinary-practice-streamlining-client-communications-a-case-study" target="_blank">More</a>
            </div>
            <div class="div accordion-item">Vello helps Southside Animal Hospital increase their fecal samples to more than 5 per day</div>
            <div class="div accordion-content">
                <div class="div accordion-text">Southside Animal Hospital, a fast-paced one-doctor practice in Lansing, Michigan, knew it was time to modernize client communication. Using Neo as their PIMS, Practice Manager Teresa Marhofer set out to introduce automation that would save staff time and better engage clients. When they implemented Vello, they expected improved workflows. What they didn’t expect was a dramatic rise in fecal compliance, increased staff efficiency, and a noticeable lift in client satisfaction—all in the first week. </div><a class="xref j-external-link" href="https://software.idexx.com/resources/case-study/how-vello-helped-southside-animal-hospital-increase-their-fecal-samples" target="_blank">More</a>
            </div>
            <div class="div accordion-item">Webinar: Seamless Connections</div>
            <div class="div accordion-content">
                <div class="div accordion-text">From missed reminders to disconnected systems, client communication can easily become fragmented. But it doesn’t have to be. In this on-demand webinar, we’ll explore how to simplify your workflows, improve client engagement, and create a more connected, efficient practice—without adding more to your plate.</div><a class="xref j-external-link" href="https://software.idexx.com/resources/webinar/seamless-connections" target="_blank">More</a>
            </div>
            <div class="div accordion-item">How Animal Care Clinic Increased Fecal and Preventive Care Bloodwork Compliance with Vello</div>
            <div class="div accordion-content">
                <div class="div accordion-text">Animal Care Clinic, a three-doctor general practice in North Canton, Ohio, has always prioritized staying ahead with the latest veterinary technology. After transitioning from paper records to ezyVet in 2020, they sought new ways to enhance client communication and compliance. In October 2023, they joined Vello’s beta program, expecting to strengthen client engagement by reaching more clients through an improved, fully integrated workflow.</div><a class="xref j-external-link" href="https://software.idexx.com/resources/case-study/how-animal-care-clinic-increased-fecal-and-preventive-care-bloodwork" target="_blank">More</a>
            </div>
            <div class="div accordion-item">How Downtown Pet Hospital Boosted Compliance and Client Engagement with Vello</div>
            <div class="div accordion-content">
                <div class="div accordion-text">Downtown Pet Hospital, a thriving five-doctor general practice in Orlando, Florida, has been using Neo as their practice management system since 2016. As the practice grew, they sought a way to automate and enhance client engagement, particularly around appointment reminders and preventive care compliance.</div><a class="xref j-external-link" href="https://software.idexx.com/resources/case-study/established-downtown-pet-hospital-boosts-compliance-and-client-engagement-with-Vello" target="_blank">More</a>
            </div>
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Get answers fast from our extensive library of detailed documentation.

Browse documentation

Get access to white papers, blog posts, and other useful information to help you get the most out of IDEXX products.

Discover resources

Read about Vello and how to use with your IDEXX PIMS.

For practices

If you are a pet owner, read about how to use Vello.

For pet owners

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Configuration

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