The Vello client portal
The Vello client portal is a dedicated part of Vello. The client portal makes it easy for clients to get access to pet information and to make requests for appointments and prescription refills.
This table gives examples of tasks that clients can do with the client portal:
| Example task | Documentation (for clients) | Documentation (for practices) |
|---|---|---|
Clients can get access to information about their pets. The information includes:
| Not applicable. | Vello: What clients can see and use |
| Clients can add, change, or remove pet photos. | Add, change, or remove pet photos | Not applicable. |
| Clients can make appointment requests. | Make an appointment request | Online booking configuration |
| Clients can schedule appointments directly in your PIMS calendarClients can schedule appointments directly in the ezyVet calendar. | Schedule an appointment in your practice's calendar | Direct booking configuration |
| Clients can get access to forms and complete them (for example, consent forms). | Not applicable. | Vello forms |
| Clients can make prescription refill requests. | Make a prescription refill request | Prescription refill requests |
| Clients can give feedback about Vello. | Give feedback about Vello | Not applicable. |
| Clients can permanently remove their data from Vello (for example, if a client does not want to continue to use Vello). | Permanently remove your Vello data | Not applicable. |
Access to the Vello client portal
Three methods are available for clients to get access to the Vello client portal:
- An appointment reminder or a medical service reminder that Vello sends as an email or text message
- A direct link or a QR code that you get from Vello and make available to clients
- The Vello mobile app
For a client to sign in to the Vello client portal:
- The client must have a contact record in your PIMS
- The contact record must have an email address or a phone number
- The email address or phone number that a client enters for client portal sign-in is the same as the given in the contact record
Note: When Vello sends the first appointment reminder or the first medical service reminder to a client, Vello automatically makes an account in the Vello client portal. As a result, it is not necessary for the client to manually sign up for a client portal account.