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Welcome to Otto's "Tips & Tails" Content Library!
Looking to share relevant, interesting, and enriching content with your pet parents? You've come to the right place! Otto’s "Tips & Tails" offers a collection of tail-wagging content that you can s...
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Surcharging Fees
Understanding SurchargingSurcharging allows veterinary clinics to pass credit card processing fees on to pet parents who choose to pay with a credit card. This helps offset the cost of credit card ...
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Efficient Communication: Block Unwanted Texts in Flow
What is "Blocked Numbers"? Blocked Numbers is a Flow settings update that allows clinic admin users to block specific phone numbers in Flow, preventing unwanted or spammy messages from disrupting ...
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Otto Care Memberships Pastdue Payment Outreach Process
Summary: Occasionally, pet parents’ cards are declined (for various reasons) and fall into a PastDue payment status. It is important to notify the pet parent of their pastdue payment status immedi...
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Can't send an Otto Email Campaign?
Why am I seeing this banner?If you are seeing the above banner in your Email Campaign page, it's because we're missing information about your appointments and/or your clients.In order for Email Ca...
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What is a Care Membership?
Care Memberships are an annual package of veterinary benefits with built-in discounts. The monthly payment price of a Care Membership is based on the total cost of all of the benefits included in t...
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Submitting a Care Related Support Ticket
Here at Otto we know sometimes Care Membership related requests need to be handled quickly so a Pet Parent can leverage their benefits from an enrollment or upgrade.To ensure an expedited turnaroun...
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Direct Booking
The Otto Direct Booking Report Provides insights and information around how clients are using Otto's Direct Booking feature.*This report is only available to clinics using our Direct Booking featur...
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Appointment Schedule in Flow Overview
The Appointment view is a tool that allows you to view your scheduled appointments directly in Flow. This article will go over how to set up this view to ensure your appointments are organized in a...
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Exporting Conversations or Forms Manually
First, find the conversation of the client in question by locating it in the conversation column on the left side of the screen, or by clicking the search icon 🔍 in the menu on the right side of th...