Methods for clients to get access to the Vello client portal

Client portal access and appointment reminder messages

When Vello sends the first appointment reminder to a client, Vello automatically makes a client portal account for them. The first appointment reminder includes a link or button that the client can select to confirm their appointment and automatically get access to the client portal. Thus, when the client receives the first reminder, it is not necessary for them to sign up to get access to the client portal.

Client portal access with a practice's direct link or QR code

A client can use a practice's direct link or a QR code to get access to the Vello client portal for the first time. As a result, Vello opens a sign-in page in a new browser tab or window. Then to sign in, the client enters an email address or mobile phone number. The email or mobile phone number they enter is the same address or number that their contact record has in your PIMS.

If the client tries to sign-in, their web browser can show a New to Vello? page with a Create New Account link. The New to Vello? page shows if:

• Vello does not know the phone number or email address that the client entered
• The client did not receive an appointment reminder and as a result Vello did not automatically made a portal account for them

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 to make an account after they select the link:

After a client 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 mobile phone number agrees with the applicable client contact record in your PIMS. When verification is completed, the client can get access to the client portal and get access to their pet information.

PIMS locations for client mobile phone numbers