Clients can use online booking to make appointments in the Vello client portal. Before clients can use online booking, a practice manager must do the necessary configuration.

About online booking configuration

After a practice manager does the necessary configuration for a visit type, clients can use the Vello client portal to make appointment requests.

Online booking: Configure a visit type to use appointment requests

After a practice manager does the necessary configuration for a visit type, clients can use the Vello client portal to make an appointment directly in your PIMS calendar.

Online booking: Configure a visit type to use direct booking

Use the Text Messages & Requests screen to add appointment requests to your PIMS calendar. When you add a request, you can use the Provider box to select an applicable staff member for the appointment.

Provider staff that are available for appointment requests

A practice manager can use ezyVet planning guides to configure the available times that the Vello client portal shows to clients for appointment requests.

ezyVet only: Configure a visit type to use appointment requests (planning guide method)

A practice manager can use ezyVet planning guides to configure the available appointment times that the Vello client portal shows to clients. Clients can use the available times to schedule appointments directly in your ezyVet calendar.

ezyVet only: Configure a visit type to use direct booking (planning guide method)

An optional method to configure available times for appointments with the Vello client portal is to use ezyVet planning guides.

ezyVet only: Planning guides as a method to configure available appointment times

<body id="topic-cghus2ko"><main role="main"><article role="article" aria-labelledby="ariaid-title1"><h1 class="title topictitle1" id="ariaid-title1">Online booking configuration</h1><div class="body"><p class="shortdesc">Before you can use <span class="keyword">Vello</span>'s online booking system, a practice manager must do the necessary configuration.</p></div><nav role="navigation" class="related-links"><ul class="ullinks"><li class="link ulchildlink"><a href="/browse-documentation/for-practices/vello/configuration/online-booking-configuration/about-online-booking-configuration">About online booking configuration</a><br></li><li class="link ulchildlink"><a href="/browse-documentation/for-practices/vello/configuration/online-booking-configuration/online-booking-configure-a-visit-type-to-use-appointment-requests">Online booking: Configure a visit type to use appointment requests</a><br></li><li class="link ulchildlink"><a href="/browse-documentation/for-practices/vello/configuration/online-booking-configuration/online-booking-configure-a-visit-type-to-use-direct-booking">Online booking: Configure a visit type to use direct booking</a><br></li><li class="link ulchildlink"><a href="/browse-documentation/for-practices/vello/configuration/online-booking-configuration/provider-staff-that-are-available-for-appointment-requests">Provider staff that are available for appointment requests</a><br></li><li class="link ulchildlink"><a href="/browse-documentation/for-practices/vello/configuration/online-booking-configuration/ezyvet-only-configure-a-visit-type-to-use-appointment-requests-planning-guide-method">ezyVet only: Configure a visit type to use appointment requests (planning guide method)</a><br></li><li class="link ulchildlink"><a href="/browse-documentation/for-practices/vello/configuration/online-booking-configuration/ezyvet-only-configure-a-visit-type-to-use-direct-booking-planning-guide-method">ezyVet only: Configure a visit type to use direct booking (planning guide method)</a><br></li><li class="link ulchildlink"><a href="/browse-documentation/for-practices/vello/configuration/online-booking-configuration/ezyvet-only-planning-guides-as-a-method-to-configure-available-appointment-times">ezyVet only: Planning guides as a method to configure available appointment times</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/configuration">Configuration</a></div></div></nav></article></main></body>

Read how to configure and activate Vello features.

Configuration

Before the Vello client portal can show recommended care scores, a practice manager must activate them.

Activate recommended care scores

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

Online booking configuration

browse-documentation/for-practices/vello/configuration/online-booking-configuration

for-practices/vello/configuration/online-booking-configuration

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                <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.eyJodHRwczovL2pvcnNlay5jb20vZXpkX29yZ2FuaXphdGlvbiI6ImV6eXZldCIsImh0dHBzOi8vam9yc2VrLmNvbS9lemQvb2JqZWN0X3V1aWQiOiJlZDNjM2E3NS01Mjg2LTQyYTItYmFiNS0wZTJmMmFjMjJkYzMiLCJleHAiOjE3NjUyNDM0ODAsImp0aSI6IjA0YTJjOGIzODhhNjRkMmM4NGE3ODM3M2VhZmIxY2FlIiwiaHR0cHM6Ly9qb3JzZWsuY29tL2V6ZF9maWxlc2V0IjoiS0d3VzcyMXlKNmtTQXVTNlQ4UGkifQ.u4SrOqQTv95Q714j_VkUm1Muz27Vm3Iu18g-nt4ol60&amp;response-content-disposition=filename%3D%22vello-lets-talk-about-recommended-care-1.pdf%22" target="_blank">More</a>
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                <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>
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                <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>
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                <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>
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                <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>
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Online booking configuration

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