home

Browse documentation

Vello Knowledge Center

Get access to documentation, training, and other high-quality resources.

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. Set Online Appointment Booking to Enable.
    The Enable setting
  4. In the Appointment Categories section, select the pencil button for the applicable visit type.
    The pencil button
    Vello shows an Edit: dialog box for the visit type.
  5. If you want to change the name of the visit type, use the Client-Friendly Appointment Name box.
    Client-Friendly Appointment Name box
  6. In the Online Booking Type section, select Appointment Requests.
  7. In the Configure Availability section, select Use Planning Guides.
    Vello shows all appointment types that it synced from ezyVet. The appointment types that planning guides use show in the Unavailable for Online Booking section with a red color:
    The Unavailable for Online Booking section
  8. In the Unavailable for Online Booking section, select an applicable appointment type.
    If you want to make planning guides that use a Recheck appointment type available for wellness visits, find the the appointment type in the Unavailable for Online Booking section. Then select it to move it to the Available for Online Booking section.
    Vello moves the appointment type to the Available for Online Booking section.
  9. 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.
  10. Select Done.
    The Done button
  11. 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.