When something bears your name, it just feels different.

Whether it’s a conference name badge, a holiday gift, or even your to-go order, there’s a special kind of recognition that comes from seeing your name attached to something.

It says, “This is for you.”

Not someone like you, not everyone, just you.

That feeling of being seen and valued is exactly what personalized communications tap into. In the veterinary setting, this small touch can bond clients to your clinic—and with Otto, it can do so without straining your team.

Communications that refer to clients by name, or include their pet’s name, show clients they’re more than just a number. Like welcoming someone into the lobby, a personalized email, text, or phone greeting that distinguishes the recipient creates an immediate sense of belonging.

Taking it a step further, recognizing the pet’s age, breed, or risk factors, or referencing past visits or concerns, fosters an emotional connection that resonates with the client and meets them where they are—building not just trust, but loyalty.

Otto-mation in action: Otto lets you control reminder triggers, so you can auto-send important messaging based on your criteria—including age, species, breed, appointment type, and more. Full PIMs integration ensures every email, text, and message bears a personal touch.

While generic messaging can make vaccine boosters, health screenings, and recheck visits feel like transactional to-do list items, tailored texts and emails make veterinary care personal.

Otto’s smart automations ensure reminders are targeted, specific, and aligned with the pet and your practice’s approach to care. This attention to detail transforms your reminders from miscellaneous medium-sized mixed breed to Mia, a 34.5-pound Sheltie-Schnauzer with a urinary tract infection.

As a result, clients take notice—and action. Clinics using Otto-mated reminders see a 50% reduction in no-shows!

Otto-mation in action: Forget time-based triggers. With Otto, you can auto-send truly tailored reminders that match each patient’s lifestyle—and your style of practice.

Timely, tailored check-ins after appointments, procedures, or new prescriptions reduce client confusion and boost at-home care compliance. Reaching out to ensure Theo is taking his thyroid medication or that Chester’s mom is checking his bandage can be just the nudge they need to stay on track with recommended care.

Otto-mation in action: Care is continuous. So is Otto. With automations across the entire appointment lifecycle—including check-ins, reminders, and educational resources—your team can stay in touch without lifting a finger. (Unless a helping hand is needed!)

Personalized communications enable you to connect with clients throughout the year, not just when their pet needs care. Thoughtful, timely messages that recognize important dates like pet birthdays or adoption days let clients know your team is thinking about them, even when nothing is “due.” This small gesture not only sends warm wishes but can serve as a bridge to reconnect lapsed clients, spark a conversation about a client’s concern, and just remind pet owners that you’re there for them.

Otto-mation in action: Otto’s customized outreach capability helps your practice make everyone feel known, effortlessly. And with no app download required, clients can respond and engage—no matter how long they’ve been away.

Empowering clients with relevant, trusted educational resources and materials helps pet owners understand their pet’s health. This allows them to collaborate more effectively with the veterinary team. Appointment booking and care become proactive, visits become dynamic, and communication shifts from top-down, one-way instructions to meaningful conversations.

Depending on the need, personalized educational content may include:

• Condition-specific tips — Emails like, “5 Ways to Care for Fibi’s Dental Health at Home”
• Age-appropriate guidance — New pet training checklists or senior pet care home modifications
• Breed-specific insights — Summaries of breed-related health risks and lifestyle advice
• Targeted newsletters — Segmented by pet type, age, or health concerns for better open and click-through rates
• Post-visit education — Follow-up materials explaining care instructions, diagnoses, or medications

Otto-mation in action: Educate without effort. Otto’s automations let you instantly send key resources based on a pet’s risks or diagnosis for greater client comprehension, compliance, and care.

If you’re a cat owner receiving daily promotions on canine parasite prevention, you’re not just ignoring the message—you’re tuning out the sender. These one-size-fits-all communications frustrate clients, depersonalize relationships, and erode trust.

Send a message that says “We’re here to help,” not “We’re here to sell,” with curated service or product recommendations based on pet species, age, health history, and lifestyle. Targeted promotions show that you understand the pet’s unique needs, respect the client’s time, and want to make the right choice easy for them and their pet.

Otto-mation in action: Otto lets you easily segment email or text campaigns by audience and decide what action triggers a communication. Need to recruit dogs with a BCS over 6/9 for an upcoming weight loss challenge, without offending the fit Fidos? You can do it with Otto.

Automating personalized communications with Otto frees the veterinary team for deeper, more meaningful in-clinic conversations.

By sharing routine information before visits through personalized forms and reminder messaging, and following up with timely, tailored post-visit educational resources and check-ins, team members spend less time repeating the basics. That means more time addressing real concerns, having deeper conversations, and giving clients their full and focused attention. In turn, pets receive more detailed, targeted care, and their owners feel like welcomed, valued, and informed members of the team.

Otto-mation in action: Otto lets you turn new puppy or kitten visits into lifelong relationships. Auto-sending pre-visit questionnaires and following up with post-visit checklists and tutorials let you maximize face time with clients when they need you most.

When clients feel that they and their pets are valued, they stay engaged. Personalized communication fosters greater interactions, bridges care gaps, and builds lasting client loyalty. And with the right systems in place, they don’t just serve your clients and patients, they support your team. Otto’s smart automations handle the routine touchpoints, so your team can focus on what matters most: exceptional care, stronger relationships, and better outcomes.

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