Vello client portal: Sign-up and sign-in

The Vello client portal shows client pet information. The information includes appointments, prescriptions and medical services. Clients can also use the portal to make changes to pet photos and to make appointment requests.

The first step for a client to get access to the client portal is for them to sign up to use it. To sign up:

You can send a direct link to the client for them to sign up
You can send or show a QR code that the client scans to sign up

Note: Before a client can sign up or sign in to the Vello client portal, your PIMS must have a contact record for the client.

After a client completes sign-up, they can use the direct link or a QR code to sign in to the portal. A direct link or QR code goes to a sign-page. Then to sign in, a client enters an email address or phone number. The email or phone number they enter is the same address or number that their contact record has in your PIMS.

If Vello does not know the phone number or email address that the client entered, Vello shows a Create new account link. The client can select the link to make a client portal account. This image shows the link and the Create Account page that a client uses after they select the link to make an account:
The Create New Account link and the page that a client uses to make an account

The Create New Account link and the page that a client uses to make an account

Note: A client must enter a phone number in the Create Account page that is the same number as in their PIMS contact record. If a client enters a different phone number, they cannot sign in to the client portal.

After a uses the Create Account page to enter and complete the necessary information, Vello sends a verification text message to their phone. Vello uses the verification text message to make sure that the client's phone number agrees with the applicable client contact record in your PIMS. . When verification is completed, the client can sign in to the client portal and get access to their pet information.

Each PIMS that is compatible with Vello has different locations for client phone numbers. This table gives:

Each applicable PIMS
The PIMS location of the phone number that Vello uses to know that a client can sign in to the client portal


PIMS	Phone number location
Cornerstone	Primary phone number
ezyVet	A phone number that: Shows in a client contact record That has Type set to Mobile Figure 3. Example ezyVet number
Neo	The number that shows in the Mobile No. box of a client contact record:

Note: Your PIMS could have more than one client contact record with the same information. For example, two client contact records could have the same phone number and same email address for a client. If more than one record has the same client information, Vello does not know which one to use for the client. As a result, the client cannot sign in to the Vello client portal. To correct the problem, do a merge of the contact records:

Merge a client contact record (ezyVet)
Merge clients and patients (Cornerstone)

Client portal access and automatic reminder messages

When Vello sends the first medical service reminder or appointment reminder to a client, Vello automatically makes a client portal account for them. The first reminder includes a sign-in link. Thus, when a client receives the first reminder, it is not necessary for them to sign up to get access to the client portal.

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Vello client portal: Sign-up and sign-in

Client portal access and automatic reminder messages

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