Product Team
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Activity overview
Latest activity by Product Team-
Product Team created an article,
Setting Up Exclusionary Time Slots
Exclusionary Time Slots give you precise control over your Direct Booking calendar. Use them to set recurring windows where specific appointment types, specific providers, or both should be unavail...
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Product Team created an article,
How Lapsed Client Automations Work
Lapsed Client Automations are messages Otto sends on your behalf to reach out to clients who haven't visited your clinic within a configured time window. This article explains how they work and the...
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Product Team created an article,
The Otto Resource Center
Otto includes an in-app Resource Center that brings training, announcements, and help directly into Otto — no separate logins or browser tabs required.What you'll find insideClick the Resource Cent...
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Product Team created an article,
Understanding SMS Delivery in Otto
Most text messages Otto sends reach pet parents in seconds. When they don't, it's helpful to know why and what happens next. This article walks through MMS support, what Otto does when SMS delivery...
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Product Team created an article,
Advanced Direct Booking Settings
Advanced Direct Booking ControlsDirect Booking includes flexible scheduling controls that help your clinic shape how online availability appears to clients.This article covers newer scheduling and ...
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Product Team created an article,
Using Client Alerts in Otto
Client Alerts help your team flag important information about a client and control how that client interacts with your clinic. Alerts appear directly on the client’s profile and can include optiona...
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Product Team created an article,
March 2026 Webinar – Winning With Flow: Measuring and Maximizing in 2026
Here is a recording of one of our webinars that guides users through a Reporting overview and how to use reports' insightful information on your favor.
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Product Team created an article,
Understanding Adjustments and Dispute Transactions in the Payments Report
OverviewThe Payments Report in Otto helps clinics understand how client payments translate into the payouts deposited into their bank account.Some transactions such as refunds or payment disputes ...
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Product Team created an article,
Getting Set up on Otto Direct Booking using Impromed
Otto Direct Booking can be set up to match your clinic’s workflow and preferences. To do this, we want to make sure your practice is aware of Impromed's settings that will affect Otto Direct Bookin...
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Product Team created an article,
How to set up a Default Exporter in Pulse
What is a Default Exporter?Your Default Exporter is the team member (typically a doctor or provider) that Otto uses when syncing information back into your Pulse.When Flow sends data into Pulse — s...