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.
Note: The Test Results button in the pet information screen only shows for ezyVet and Cornerstone customers.
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 changes to pet information, and add information about a new pet. | Add a pet in your practice's client portal | About client changes to pets in the Vello client portal |
| Clients can make appointment requests. | Make an appointment request | Online booking configuration |
| Clients can schedule appointments directly in your PIMS calendar. | Schedule an appointment in your practice's calendar | Online booking configuration |
| Clients can get access to forms and complete them (for example, consent forms). | Complete a form that your practice sent in a text message Complete a form that your practice sent in an appointment reminder | 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.
Note: Links or buttons shown in appointment reminders and medical service reminders expire 15 days from the date that Vello sent the reminder to a client.