📬 Understanding Service Reminders in Otto

Service reminders in Otto help your clinic stay connected with pet parents by sending timely, automated messages about upcoming wellness and vaccine care. They’re fully customizable, easy to manage, and designed to drive better compliance—without increasing your team’s workload.

🔗 How Otto Works with Your PIMS

Otto integrates directly with your PIMS to pull in your clinic’s service codes and due dates. This sync keeps everything up to date and eliminates the need for manual entry.

Once your data is in Otto, you can manage all service reminders within Flow.

⚙️ Setting Up and Customizing Service Reminders in Flow

In Flow, you have full control over:

📅 Reminder Timing

Choose when to send reminders based on the service due date. You can enable one or multiple timing options:

• 30 days before
• 15 days before
• 7 days after
• 30 days after

💡 Example: Want to nudge clients a month in advance, and again a week after the due date? You can do that!

✉️ Delivery Methods

Select how reminders are delivered to clients. Available channels include:

• Text (SMS)
• Email
• Postcard

You can choose one or multiple delivery options based on your communication strategy.

🧠 Smart Reminder Logic (So You Don’t Have to Think About It)

Otto uses built-in logic to ensure reminders are timely and relevant—without overwhelming pet parents.

✅ One Reminder Per Household

• Reminders are grouped by pet and sent to the pet parent, not per pet.
• If multiple pets have services due within a 30-day window, Otto consolidates them into a single reminder.

🛑 Reminders Pause if an Appointment is Already Scheduled

To avoid sending unnecessary or confusing reminders:

• No reminder is sent if a pet has an appointment scheduled within 30 days before the service due date.
• No reminder is sent if there’s an appointment scheduled within 60 days after the due date.

💬 Need Help?

If you need assistance configuring your service reminders or want help aligning them with your clinic’s workflows, contact Otto Support Team at Support@otto.vet or reach out to your Customer Success Manager.