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Front desk and clientsAI

Veterinary reminder software that sends itself

PetGrid's veterinary reminder software sends appointment, vaccine and recall reminders on its own: email the day before a visit and vaccine reminders worked out from each pet's record. Texts, when the owner agreed, come with the AI Front Desk add-on, which is rolling out.

Nobody on your team has to remember to send them, and fewer visits are missed.

How it works

How it works, step by step

  1. Work as usual

    Book the visit or record the vaccine as usual; the reminder is worked out from the schedule and the pet's record.

  2. The day before, a reminder

    The day before a visit, the owner gets an email (and a text if they agreed, with the AI Front Desk add-on) with links to confirm or change it.

  3. When a vaccine is due

    Vaccine reminders can be emailed on the due date, or 7 or 14 days before.

  4. Recalls, if you want them

    Switch on the recalls you want; they go out to owners with marketing consent.

What you can do

What you can do with it

  • Send each owner a reminder the day before their visit, by email, and by text when texts are on and the owner agreed.

  • Add Confirm and Change links to the reminder email, and a link to a pre-visit form.

  • Remind owners when a vaccine falls due, worked out from each pet's latest shot, with one email per pet and an unsubscribe link.

  • Run recalls for overdue dental care, senior bloodwork and clients who have not visited in a while, only to owners with marketing consent.

  • Offer a freed slot to the waitlist by email or text.

  • Ask for a review and for visit feedback after a visit.

The AI in it

How the AI helps, and who decides

Reminder emails and texts use no AI; with the AI Front Desk add-on, an AI also calls the day before to confirm each visit.

What the AI does

  • With the AI Front Desk add-on, calls owners the day before a visit to confirm it, saying first that it is an AI.
  • Takes the answer: press 1 to confirm, 2 to cancel, say "reschedule" for a new time, or press 9 to stop the calls.
  • Calls only within Canadian calling hours, at most twice per visit.

What you decide

Your team decides whether to add the AI Front Desk at all, and which visits it may call about. An owner who presses 9 is never called again, and a request for a new time goes to your team's Chat rather than being booked by the AI on its own.

How to switch it off

The reminder emails and texts use no AI. The confirmation calls belong to the paid AI Front Desk add-on: pause it or release the line in Settings and the emails and texts carry on as before.

Good to know

What it does not do (yet)

  • Vaccine reminders can be emailed on the due date, or 7 or 14 days before.
  • Texts are part of the paid AI Front Desk add-on and need the owner's consent; recalls need marketing consent.
  • Recalls can also target pets with no visit of a chosen service in a set number of months.

Questions people ask

How does PetGrid send appointment reminders?

PetGrid sends appointment reminders by email the day before the visit, and by text when your clinic sends texts and the owner said yes. With the AI Front Desk add-on, it can also call to confirm.

Are vaccine reminders automatic?

Vaccine reminders can be emailed on the due date, or 7 or 14 days before. Owners get one email per pet and see the reminder in the app too. Reminders are based on each pet's latest shot of each vaccine; reminders more than 30 days overdue are not emailed, but remain visible in the app.

Do recall emails respect consent?

Yes. Recalls for overdue dental care, senior bloodwork and lapsed clients go only to owners who gave marketing consent, which keeps them within Canada's anti-spam law, and never to an owner who recently lost a pet.

Will an owner get a reminder for a pet that has died?

No. Reminders are never sent for a pet marked deceased or inactive, and recalls skip owners who lost a pet recently.

Can reminders go by text message?

Yes, when texting is on for your clinic and the owner agreed. Texts are held during quiet hours and sent the next morning.

Veterinary reminder software that sends itself

Appointment, vaccine and recall reminders that send themselves by email. Texts, which need the owner's consent, and AI confirmation calls come with the AI Front Desk add-on, which is rolling out.