Notifications

Updated 16 June 2026

Keep owners informed with reminders for appointments, vaccinations, and key updates.

Overview

Notifications keep owners informed and reduce no‑shows. Create a message for a pet, choose channels (email, SMS, in‑app), set a schedule or send immediately, and track delivery status. Use types like appointment reminder, vaccination due/overdue, or medical follow‑up, and pick a priority (including urgent) to highlight critical items.

Teams can filter by Draft, Pending, Failed, Overdue, Urgent, or review Analytics to understand which reminders are effective and when to send them.

How It Works

  • Make a notification from Health or Operations › Notifications.
  • Set type (e.g., vaccination due/overdue, appointment reminder) and schedule.
  • Enable sending channels. Send now or auto-send.
  • Use list filters like Draft, Failed, Overdue, Urgent, Pending (delivery), and Analytics to track work.

Step-by-Step Guide

  • Go to Pets › Operations › Notifications.
  • Click New, pick pet, type, priority, and schedule.
  • Choose send channels (email, SMS, in-app).
  • Enter message and related records if needed (vaccination/appointment).
  • Send now or let it auto-send. Track delivery status.
  • Filter “Pending” any time to see messages queued for delivery.

Fields

Field Explanations

Title

Short subject line owners recognize quickly.

Pet

Target animal for the message; used to show owner and related records.

Type

Reason/purpose (appointment reminder, vaccination due/overdue, medical follow‑up) used for filtering and analytics.

Priority

Normal/High/Urgent. Use “Urgent” for time‑critical actions only.

Scheduled / Sent

Planned send time and the actual time it was sent.

Channels

Delivery methods (Email, SMS, In‑App). Enable at least one; combine for reliability.

Message

The content sent to the owner; keep it specific and actionable.

Delivery Status

Pending (queued/in‑progress), Delivered, or Failed. Use Retry for failures.

Related Records

Optional links to appointments, vaccinations, or visits for faster navigation.

Tips

  • Schedule reminders the day before an appointment.
  • Include friendly instructions (bring records, fasting, etc.).
  • Use analytics to see what reminders work best.

Common Mistakes

  • Forgetting to enable a channel (nothing is sent).
  • Vague messages confuse owners. Be specific.
  • Not linking related records prevents quick actions.