United States customers: Start SMS registration
Before you can use Vello text messaging, you must start SMS registration, then wait until it is completed.
Note: If your practice upgraded to Vello from IDEXX Pet Health Network Pro, it is possible that your SMS registration is completed. If it is completed, this procedure is not necessary. To do a check of your SMS registration, go to sms-campaign-registration-status-check.phnpro.idexx.com and enter the applicable number.
You must enter the same business information as the business information as shown in legal tax documents. Make sure that you have access to the business information as shown in: - IRS CP-575 EIN confirmation letter
- IRS 147C letter (for confirmation of the business' Employer Identification Number and legal business name)
- In the Action Required: Brand Registration box, select Register Now.Note: The Action Required: Brand Registration box does not show in:
- The Text Messages & Requests screen
- The Unconfirmed Appointments screen
To get access to the box, select a different screen in Vello configuration settings.
Vello shows an SMS Safe Sender Registration screen. The screen has a form.Note: If Vello does not show Register Now, SMS registration is completed and it is not necessary to do the remaining steps. - In the Country box, select US.
- In the Taxpayer Identification Number (EIN) box, enter the correct Internal Revenue Service (IRS) Employer Identification Number (EIN) for your business.
- In the Legal Business Name box, enter your business' legal business name.Note: Make sure that you enter the same legal business as shown in:
- Employer Identification Number documents for the business (for example, an IRS CP-575 EIN confirmation letter or an IRS 147C letter)
- Other legal tax documents for the business
For example, if your legal business name shows punctuation marks in legal tax documents, you must include them.
- Use the applicable boxes to enter the physical business address information that shows in legal tax documents for your business.
- In the Business Structure box, select the business type that shows in legal tax documents for your business.
- Use the Primary Contact boxes to enter the applicable name, email address, and phone number that shows in legal tax documents.Note: Make sure that the information that you enter is for the primary person that shows in legal tax documents for your business.
- In the Website Url box, enter an address for your business website or a link to a social media channel.Note: Make sure that the address or link that you enter clearly shows that you operate a business (for example, a Facebook or Google Business Profile link).Note: Make sure that you enter the address or link correctly. Twilio automatically does a check of the address or link before approval.
The maximum time for Twilio to complete SMS registration is usually three weeks. While you wait for SMS registration to complete, Vello continues to send SMS messages for appointment reminders and medical service reminders. When SMS registration is completed, Vello:
- Sends you an email message to tell you
- Removes the Registration Pending message
- Select Update Registration
- Make sure that the business information that you enter is the same as the business information shown in legal tax documents
If Vello continues to show the Registration Error box and your business information is correct, contact customer support for your PIMS.