Let new clients complete registration in the Vello client portal
Before a new client can complete registration directly in the Vello client portal, a practice manager must do the necessary configuration.
Note: For Cornerstone customers, you can only do the steps given in this documentation after a practice manager:
Refer to About new client registration and first appointments and configure online booking and visit types as necessary. - Makes sure that your practice has Cornerstone version 9.6 or higher
- Activates Auto assign for Client ID in Cornerstone
- Activates Auto assign for Patient ID in Cornerstone
For more information, refer to the applicable Cornerstone documentation:
- In the left sidebar, select Client Permissions.Note: If the left sidebar is closed, select the client permissions button:Vello shows a Manage Your Client Permissions screen.
- In the Create new clients & pets section, select Allow new clients to register and book.Note: If you do not activate online booking, Vello shows a message that tells you that new clients can complete registration but they cannot make appointments. If you activated online booking, the section shows a booking link URL and QR code.The change saves immediately.
- A new client contact record
- A new patient record
- A new appointment record
Neo customers: A new client can complete registration and make an appointment in the Vello client portal. And Vello syncs the information to Neo in:
- A new client record
- A new patient record
- A new appointment record
Cornerstone customers: A new client can complete registration and make an appointment in the Vello client portal. And Vello syncs the information to Cornerstone in:
- A new client record
- A new patient record
- The booking calendar
- Complete registration
- Make their first appointment
You can copy the booking link URL or QR code from the Create new clients & pets section of the Client Permissions screen.