Product Team

Updating your ezyVet Integration Scopes 🎥 Watch: Updating your ezyVet Integration Scopes      Step-by-Step Instructions 1. Go to "Admin", found in the top menu. 2. Choose "Integration" from the dr...

Quickly get up to speed on any conversation — no scrolling required.   AI Conversation Summary automatically generates a quick summary of any client conversation in Flow, saving your team time and ...

Otto Direct Booking can be set up to match your clinic’s workflow and preferences. To do this, we will need to ensure we set up two things in your Cornerstone.   Cornerstone Settings 1. Staff Hou...

When you receive your payments terminal, you should already have an account set up with Stripe, our secure payments partner. If you have not set up your account yet, you can do so here before turni...

Update the IntegrationIf 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/4174524343143...

This article will cover: Setting up Service Reminders for ezyVet in Flow (🎥 Video Available) Options to Customize your Service Reminders (🎥 Video Available) Service Reminder Reporting What your Cl...

AI Suggest is Otto's AI-powered quick reply feature that can analyze the messages in the conversation and suggest a response. In the message draft section of a conversation, there is a sparkle icon...

Writeback status in Payment Reports When a payment that was processed via Otto Flow is being written back to the Clinic's PIMS, the corresponding state will be shown in the Payments Report, under t...

AI Memo will record, transcribe and summarize your phone calls executed in Flow! Once a call is initiated in Flow, an updated caller ID experience will pop up and offer helpful information about th...

With Otto's Direct Booking feature, clinics can require a payment or deposit before pet parents can book an appointment. This ensures commitment and reduces no-shows, helping your clinic run smooth...