FAQs: Vello client engagement for Cornerstone

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

Vello: Automated communications and two-way messaging

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. 

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