Service Reminder Updates

• Service reminders will now send per client instead of per pet
• All services for all pets within 30 days of the due date will show in one service reminder message (text/email/postcard)

• If a pet has an appointment scheduled on the calendar, service reminders will stop sending for that pet.
  • service reminder wont send if:
    1. there is an appointment on the calendar 30 days before the due date
    2. there is an appointment on the calendar 60 days after the due date

Service Reminder Settings Control

You can adjust and edit your service reminder settings inside of Otto. 

Inside Settings > Reminders, there is a chart where you can adjust the timing of your service reminders or turn them on/off if needed. 

Per-appointment-type and per-service send controls

Clinics can now fine-tune reminder logic further:

• Per-appointment-type exemptions — allow specific appointment types not to block reminders. Useful when a recurring visit type (e.g. nail trims) shouldn't suppress a separate annual-exam reminder.
• Per-service always-send — flag certain services to send reminders every cycle regardless of recent appointments. Useful for time-sensitive recurring services (e.g. heartworm prevention).

Both controls live in Settings → Reminders.