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 feature.

To get started viewing data around direct booking, navigate to Reporting on the left hand menu and then click on Direct Booking.

The Direct Booking report can be filtered by date range, clinic (if your user has more than one location), Booking Platform, Channel, and Campaign. The Channel and Campaign filters narrow as you select — choosing a clinic limits Channel to the channels that clinic actually has traffic from.

Like all reports a full report can be printed or exported by clicking on the download icon in the top right corner near where you set your filters. You can also export data for each individual field within the report clicking on the three vertical dots in the top right corner of the field.

Every direct booking is described two independent ways.

Booking Platform — where the booking was completed. Either the Website Widget on your practice's site, or the Pet Portal/App.

Channel — what brought the client to you. A text or email care reminder, a Google listing, a paid ad, an AI assistant, or a direct visit with no referral information.

The two are separate. A client who tapped a text reminder and finished in the Pet Portal counts once under Service Reminder – SMS and once under Pet Portal/App.

Campaign names the specific reminder, program, email or ad behind the channel. It only applies to some channels — a direct visit or an automatic Otto notification has no campaign, and that is normal rather than missing data.

Full definitions of every Channel and Campaign value are on the Documentation tab inside the report.

Appointment Created: Shows the Total number of Appointments created from direct booking for the time range selected.

Appointments created by Month: Shows the number of Appointments created month over month from direct bookings. This chart really only makes sense if you have more than 1 month selected in your date range.

Appointments created by Clinic: If you have more than 1 clinic selected this chart will allow you to compare the number of Appointments created per month for direct booking for each clinic selected.

Direct Bookings by Booking Platform: Shows the split between bookings completed on the Website Widget and bookings completed in the Pet Portal/App for the range selected.

Direct Bookings by Booking Platform by Month: Shows that same split month over month.

Direct Booking Channel by Month: Shows how each channel contributed month over month.

Direct Booking by Channel: Shows the share of bookings from each channel for the selected range.

Appointment Types: Shows each appointment type that has been booked from direct booking, the number of appointments booked, and percentage by type.

Direct bookings during business hours: shows whether direct booking appointments were booked during business hours or outside business hours on hover you see the number of bookings and percentage.

Direct Bookings by Client Type: There are two views for this dataset. The first shows New vs. Existing Clients by month. The second shows whether direct booking appointments were booked by New vs. Existing Clients, you can hover you see the number of bookings and percentage.

This area of the report allows additional filtering and provides a more detailed view of Direct Booking data. The filters for this view include Clinic, Start date and End date (these dates apply to the direct booking date), Client Type (New vs. Existing), Appointment Type, MonthYear, and Booking Platform.

Shows how clients move through the booking form step by step — contact information, account creation, appointment details, calendar, times, and confirmation. There are two views, one for new clients and one for current clients.

Each bar counts how many times a step was reached rather than how many clients finished it, so a step a client goes back to is counted again. Read it as where clients spend effort in the flow, not as a completion rate.

This tab has its own Channel Source filter. It is a simpler split than the Channel filter on the other tabs — Service Reminder, or Organic for everything else.

A plain-language reference for every Channel and Campaign value used in the report, including what each one means and when to expect it. Worth reading once before interpreting the channel charts.