Otto Flow Conversations
- Filtering Conversations
- Conversation Statuses
- Pinning Conversations
- Internal Team Chat
- Starting a Message with a Non-Client (not saved in Flow)
- Utilizing the Search Function Powered by VIN
Reporting
- Otto AI Memo
- Direct Booking
- Payments Reporting
- Post Appointment Survey Reporting
- Call History
- Clinic Performance Report
Otto Flow Payments
- Templated Response for Payments Disputes
- Handling Payment Disputes in Flow
- Payments Reporting - Reconciliation | Refunds | Receipts - with Surcharging
- Surcharging Fees
- Setting up and Accepting Payments
- Payment FAQs