Update the Integration
If you haven't yet, update your integration to enable ezyCAB, enable all scopes, and send us your updated credentials.
Your Clinic's Availability
For detailed information, seeDirect Booking Availabilityor contact Otto Customer Success.
Availability is determined by:
- Appointments already in ezyVet
- Planning Guides in ezyVet
- Office Hours configured in Otto
- Advance Booking Limitations configured in Otto (up to 6 months for ezyVet clinics)
- Exclusionary Time Slots configured in Otto
About Planning Guides
The Planning Guides integration needs to be enabled to take effect. This toggle can be found in Settings > Appointments > Direct Booking.
How Otto uses Planning Guides
ezyVet is highly configurable and every clinic might do things a different way. Here's what to expect from Otto's Planning Guides integration and things to be aware of.
- For Otto, a planning guide determines what doctors and appointment types are bookable during that time slot.
- Whitespaces - areas in your calendar where there is neither a planning guide nor an appointment - are available for any appointment type and any available doctor, even if a planning guide for that appointment type exists elsewhere. To make whitespace not bookable instead, turn on Treat Whitespace as a Blockoff (see below).
- Otto supports overlapping planning guides. If two planning guides for different appointment types co-exist in the same time slot, both kind of appointments are bookable.
- Exclusionary Time Slots work alongside planning guides and further restrict. If an exclusionary time slot is configured for the same time slot, appointment type, and doctor as a planning guide, then the time slot will not be available.
- Block-off Appointment Types configured in Otto are a safeguard. Even if the appointment type is "available for direct booking", if it's also configured as a blockoff then it will not be available.
Treat Whitespace as a Blockoff
By default, whitespace is bookable for any appointment type. If your clinic uses planning guides to lay out the whole bookable day, you can turn on Treat Whitespace as a Blockoff so clients can only book times covered by a planning guide.
To turn it on, go to Settings > Appointments > Direct Booking. Under Planning Guides, turn on Treat Whitespace as a Blockoff. The toggle only appears once Enable Planning Guides is on, and only clinic admins can change it.
Setting Off (default) | Setting On | |
Time inside a planning guide | Bookable for that guide's appointment type(s) | Bookable for that guide's appointment type(s) |
Whitespace (no guide, no appointment) | Bookable for any appointment type | Not bookable |
Time with a booked appointment | Not bookable | Not bookable |
Example: Dr. Smith has a Consult planning guide from 1:00–5:00 PM and nothing else scheduled on Tuesday. With the setting off, clients can book a Consult from 1:00–5:00 PM, plus any appointment type in the open morning. With it on, clients can only book a Consult from 1:00–5:00 PM.
Before you turn it on:
- Every provider who should be bookable needs planning guides. A provider with no planning guides in ezyVet will show no Direct Booking availability.
- Every appointment type you want bookable needs a planning guide. If an appointment type isn't covered by any planning guide for a provider, clients can't book it with that provider.
- Office Hours, Advance Booking Limitations, Exclusionary Time Slots, and Block-off Appointment Types still apply on top of this setting.
ezyVet Knowledge Center
If you’d like to learn more about how ezyVet works, visit their Knowledge Center. For information specific to Planning Guides, start here.