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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 times that the Vello client portal shows to clients for appointment requests.

To use planning guides to configure a visit type, do this procedure.
Note: As an alternative to this method, a practice manager can configure available days and times for appointments directly in Vello.
  1. Open Vello from ezyVet.
  2. In the left sidebar, select Appointment Booking.
    Note: If the left sidebar is closed, select the appointment booking button:

    Vello shows an Appointment Booking screen.
  3. In the Preferred Booking Method section, select Change.
    Vello shows an Appointment Booking Method dialog box.
  4. Select Online Booking.
  5. In the Appointment Types section, select the pencil button for the applicable visit type.
    The pencil button
    Vello shows an Edit: dialog box for the visit type.
    Note: If Vello does not have the applicable visit type, select Create New to make one.
  6. If you want to change the name of the visit type, use the Client-Friendly Appointment Name box.
    Client-Friendly Appointment Name box
  7. In the Online Booking Type section, select Appointment Requests.
  8. In the Patient Eligibility section, use the filters to control if a client can make an appointment.
  9. In the Minimum booking notice section, enter a minimum time before a client can make an appointment in days, hours, or weeks.
    The time is 9:00 AM. One appointment is available at 11:00 AM and you you set Notice required to 1 Hours. As a result a client can make an appointment for 11:00 AM only before 10:00 AM.
  10. In the Configure Availability section, select Use Planning Guides.
  11. In the Default Appointment Length box, select the appointment period that is available for clients to select for an appointment request.
  12. In the Select Planning Guide box, select the applicable planning guide or select All Empty Slots.
    Note: If you want appointment requests to use available times in your calendar, select All Empty Slots.
    Note: You can select more than one planning guide in the Select Planning Guide box to make them available for appointment requests.
    If you want to make planning guides that use a Recheck appointment type available for wellness visits, find and select it in the appointment type in the Select Planning Guide section. Then, if you want to make an Exam appointment type available for wellness visits, select it in the Select Planning Guide section.
    Vello moves the appointment type to the Available for Online Booking section.fb22b62f-6c10-42fc-88b1-7ace7a0a8219:comment:dave-koelmeyer@idexx.com:1742360490551fb22b62f-6c10-42fc-88b1-7ace7a0a8219
  13. In the Provider Availability section, select the staff members and rooms that you want to make available.
    The Provider Availability section
    Note: If you do not want a staff member to show as available for appointments, deactivate the Enable setting for the applicable staff member.
  14. Select Done.
    The Done button
  15. Select Publish Changes.
    The Publish Changes button
The online booking system has the changes. When a client uses the client portal to make an appointment request:
  1. Vello gets planning guide information from ezyVet for the applicable staff member
  2. The client portal uses the planning guide information to show only the days and times that the staff member is available
You can do this procedure again to use planning guides for other visit types. For example, you can do the procedure again for sick visits.