This article covers frequently asked questions about Vello client engagement, including accessing Vello, usage, and troubleshooting. Note: For information about Vello setup, including automated communications details, available customizations, and send schedule, as well as 2-way texting and the client experience
You can view automated communications and two-way SMS messages created through Vello in the same areas in Cornerstone where you find all other SMS and email records. You can also see the details when a client confirms an appointment through automated Vello communications.
The free-to-activate CareCredit integration* enables you to process transactions directly in Cornerstone 9.6 and above without having to go to the CareCredit portal or repeatedly entering login credentials. Offer flexible payment options to pet owners by sending a CareCredit pay
Email and fax communications allow you to easily share patient information with clients, specialty, referral, and emergency facilities. Communications are recorded in patient history and can be accessed from the Communication Log and Client Communications tab of the Patient Clipboard.
When emailing from Cornerstone, you can select the staff you want the email to be sent from in the top right corner of the Communication window. If that staff has staff-specific email settings set up, those will be used. If
Subscribers to Cornerstone Payments integrated card processing can opt to enroll in Online Payments, which can send a payment request via email or text as part of your established invoicing and payment workflows. Once a payment is made and processed,
