Activate thank-you email

After you activate thank-you email, Vello automatically sends a thank-you email for specified appointment types.

To activate the email, do this procedure.

Open Vello from your PIMS.

Note: If you use Cornerstone, sign in to mycornerstone.idexx.com to get access to Vello.
In the left sidebar, select Post-Appointment.

Note: If the left sidebar is closed, select the post-appointment button:

Vello shows a Post-Appointment screen. The screen includes a list of appointment types.
Set Post-Appointment Communications to Enable.
Adjacent to each entry for the applicable appointment type, select or clear Send as necessary.
Note: Vello does not send a thank-you email for:
- Euthanasia appointments
- Deceased patients
Select Publish Changes.

Vello automatically sends a thank-you email for the appointment types one day after you set an applicable appointment to:

Note: Neo and Cornerstone customers: Vello only sends a thank-you email if you set the applicable appointment to a completedstatus.

Note: ezyVet customers: Vello only sends a thank-you email if you set the applicable appointment to a Complete status or a Departed status.

Vello Knowledge Center