Getting Set up on Otto Direct Booking using ezyVet

Update the Integration

If you haven't yet, update your integration to enable ezyCAB, enable all scopes, and send us your updated credentials.

See https://help.otto.vet/hc/en-us/articles/41745243431437-ezyVet-Direct-Booking-Setup 

Your Clinic's Availability

For detailed information, see Direct Booking Availability or contact Otto Customer Success.

Availability is determined by:

1. Appointments already in ezyVet
2. Planning Guides in ezyVet
3. Office Hours configured in Otto
4. Advance Booking Limitations configured in Otto
5. Exclusionary Time Slots configured in Otto 

About Planning Guides

The Planning Guides integration needs to be enabled to take effect. This toggle can be found in Settings > Appointments > Direct Booking.

How Otto uses Planning Guides

ezyVet is highly configurable and every clinic might do things a different way. Here's what to expect from Otto's Planning Guides integration and things to be aware of.

• For Otto, a planning guide determines what doctors and appointment types are bookable during that time slot.
• Whitespaces - areas in your calendar where there is neither a planning guide nor an appointment - are available for any appointment type and any available doctor, even if a planning guide for that appointment type exists elsewhere.
• Otto supports overlapping planning guides. If two planning guides for different appointment types co-exist in the same time slot, both kind of appointments are bookable. 
• Exclusionary Time Slots work alongside planning guides and further restrict. If an exclusionary time slot is configured for the same time slot, appointment type, and doctor as a planning guide, then the time slot will not be available. 
• Block-off Appointment Types configured in Otto are a safeguard. Even if the appointment type is "available for direct booking", if it's also configured as a blockoff then it will not be available.