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A reminder that names every pet due, from your own number

A veterinary reminder system pet parents act on comes down to timing, wording and the household. Here's how to set all three.

Pet parent reading a reminder text on her front steps with her two dogs leaning on her

CompanionBooked

· 6 min read

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At 9 a.m. a CSR opens tomorrow's schedule and starts dialing. Fourteen appointments, one call each, squeezed between checkouts. Half the calls end at a voicemail greeting. Those pet parents ring back at 11, right when the lobby is fullest.

Meanwhile a household with two dogs gets a text about Bella's vaccine, which Bella had last month. Max, who is due now, gets nothing. The pet parent shrugs and books neither.

Fourteen calls at three minutes each comes to 42 minutes a day, every day. The bigger cost is quieter: the boosters, heartworm tests and dentals that never get booked because the reminder was late, wrong or never sent.

A reminder system pet parents act on comes down to three choices. When each message goes out, what it says, and how it treats a home with more than one pet. Here's how to get each one right.

The three kinds of reminder

Most practices send three different messages and treat them as one. Pulling them apart makes the timing much easier to set.

Appointment reminders are for a time already on the schedule. What you want from them: the pet arrives, or the slot opens early if plans change.

Due-date reminders are for care that's coming up: vaccines, heartworm tests, dentals, the annual exam. These exist to get a visit on the books at all.

Lapsed-client messages go to pet parents whose last visit was 18 months or more ago. They restart a relationship that drifted, without any guilt.

Timing for each kind

For due-date reminders, send the first one about four weeks before the date. That gives a working pet parent time to find a slot that suits them, and gives you room on the schedule. Send a second near the due date. If nothing is booked, send a last one two or three weeks after. Then stop, and let the pet move to your lapsed list.

For booked appointments, two touches work well. One text two days ahead that lets them confirm, or choose another day. A second on the morning of the visit, or the afternoon before for early slots. Our post on a no-show policy pet parents respect covers what that reschedule option does for your empty rooms.

Mind the hour, too. Mid-morning and early evening get read. A text at 6:15 a.m. gets resented. Check that your system sends in your practice's time zone, not the vendor's.

Before the pet parent leaves the counter

The easiest reminder to act on is one for a visit that's already booked. If the next appointment is set before anyone walks out, the due-date chase never starts. The reminder becomes a simple "see you Thursday."

While the pet parent is still paying, the CSR checks what's due next for every pet in the household. Then they offer a time before the card goes back in the wallet. A puppy partway through a vaccine series, a senior due for bloodwork in six months, a dental the DVM recommended today: each gets a date on the calendar.

Not everyone will book that far ahead, and that's fine. Those who don't get the due-date reminders above. Those who do need only the two appointment texts.

Wording: what a reminder should say

Lead with the pet's name, because that's what the pet parent cares about. Then the care that's due, the date, and one clear way to book. Sign it with the practice name so nobody wonders who sent it.

A due-date text might read: "Cedar Hollow Animal Hospital: Luna's rabies booster is due by Nov 12. Book online here, or reply with a day that suits you." That's the whole message. No jargon, and no list of everything the practice does.

Write the care the way pet parents say it. "Rabies booster" and "yearly checkup" land better than the code on your invoice. Keep one link or one reply option, not three. And make every reminder come from your practice's own number, so replies reach your desk and the text looks like it's from you.

Get the tone right before you worry about length. A reminder is a favor, not a warning. Skip lines like "overdue" in the first message; save firmer wording for the third.

The multi-pet household

This is where most reminder systems fall down. Each pet gets its own text on its own schedule, so a home with three cats gets three messages in a week. Or the system mixes up which pet is due, and the trust goes with it.

The fix is to group pets by household. One text that names every pet due in the coming month, with one link to book them together. "Bella's booster and Max's annual exam are both due by Dec 3" is easier to act on than two separate pings.

That only works if your records put each pet under the right pet parent, so check the household links when you set it up. Where two people share a pet, pick one to receive reminders and note it on the record.

When a pet dies

Nothing stings a grieving home like a cheerful reminder for a pet who died last week. It happens when the death gets noted in the record but the reminder list lives somewhere else.

Tie the two together. The moment a death is recorded, every reminder for that pet stops. A short sympathy note goes out from the practice instead. The household's other pets keep their reminders, and their texts stop mentioning the pet who has gone.

Reminders that go out wrong

Most wrong reminders trace back to the data, not the message. A vaccine was given but the due date never moved. The list came from an export done once at setup and never refreshed. Two systems both send, so pet parents get doubles at different times.

The cure is one source and one sender. Due dates should update from your PIMS after every visit, and only one system should send. Spend five minutes each week reading the reminder log. If someone replies "we did that already," fix the record that day, not at month end.

Which channel to use

Text first. Most pet parents read a text within minutes and can book from it. Email is a fair backup for anyone without a mobile number or who asks for it. A phone call is best saved for pets still overdue after two texts, where a person on the line can help.

Don't overdo it. Some people find any extra message annoying. Three reminders per due date, plus two texts per booked visit, is plenty. Past that, the replies turn into opt-outs.

Language counts as much as channel. If a share of your pet parents prefer Spanish, send their reminders in Spanish. A message in someone's own language is one they act on.

Measure what the reminders do

Track reminder compliance: the share of due-date reminders that turn into a booked visit within a few weeks. Look at it monthly, by type of care. If dentals lag while vaccines do well, the dental wording probably needs work. The rest of the monthly numbers are in our guide to veterinary practice KPIs.

How CompanionBooked runs your reminders

We set up reminders as part of Client Communications. During setup, we draft the texts with you. Due dates come from your PIMS after each visit, so a booster given yesterday doesn't trigger a reminder tomorrow.

Every text goes out from your practice's own number. Pets are grouped by household, so one message names each pet due and links to book them together. Replies come to the inbox at your desk, and pet parents can move a booked time from the reminder itself.

When your team marks a pet as deceased, that pet's reminders stop and a sympathy note goes out. Reminders can go in Spanish for the pet parents who prefer it. Pet parents whose last visit was over 18 months back get a gentle win-back text.

Each month your reports show reminders sent, confirmations, bookings and no-shows, so you can see which messages earn their place.

CompanionBooked

CompanionBooked's team sets up phones, booking and reminder texts for US vet practices, then builds and markets their websites. This guide draws on what we see during that setup work.

Your reminder plan

0 of 5

See your reminders as pet parents do

Share a few of your current reminder texts on the call. We'll draft how ours would read for your households, sent from your number and in your words. Month to month, no setup fee, live in 14 days.

Practice manager on a video call at her desk, going over her phones, website and Google listing
A CompanionBooked reminder as a pet parent sees it: Hazel's rabies vaccine is due December 2.

When reminders work

  • Ryan D., owner of a vet practice
    Ryan D.Owner, Fenby
    Zeroreminders to grieving homes

    We once sent a reminder for a dog who had died. Marking it at the desk stops everything for that pet.

  • Marisol W., a CSR at a vet practice
    Marisol W.CSR, Bayside
    40 minof calling cut each morning

    My mornings used to be reminder calls between checkouts. Texts go out now, and replies reach my inbox.

  • Desmond N., a DVM
    Desmond N.DVM, Oakmont
    1 textper household

    Two-dog homes get one text now. Pet parents book both dogs into one visit instead of two.

  • Alana K., a practice manager
    Alana K.Manager, Oaks
    Nonerepeat-vaccine reminders

    Due dates update from our PIMS after each visit. Nobody hears about a shot their pet already had.

  • Rohan S., head CSR at a vet practice
    Rohan S.Head CSR, Linden
    Twice as manyreplies to book

    Pet parents who prefer Spanish get their reminders in Spanish, and far more of them reply to book.

  • Jamie R., operations lead for a vet practice
    Jamie R.Ops lead, Birch
    64 backlapsed clients

    Lapsed clients get a friendly check-in at 18 months. Plenty of them book that same week.

Reminder FAQs

Reminder questions from practice managers

Asked by managers setting up reminder texts. Start typing, say email or PIMS, and only matches stay.

4 questions

How far ahead should a vet practice send a reminder?

Send the first due-date reminder about four weeks before a vaccine or exam is due. Follow with one near the date and a last one a few weeks after. Booked appointments get a text two days ahead.

Which works better for reminders, text or email?

Text first, because most pet parents read a text within minutes. Email works as a backup for anyone without a mobile number, and a call suits the pets still overdue.

Should reminders stop after a pet dies?

Yes, every reminder for that pet should stop the day the death is recorded. A short sympathy note from the practice takes its place, and the other pets at home keep theirs.

How do you fix reminders that go out at the wrong time?

Start with the due dates, since most wrong reminders come from records that weren't updated after a visit. Then check the time zone and sending hours, and make sure one system sends, with dates from your PIMS.

Managers look for

Something missing?

Write to sales@companionbooked.com, and we'll answer by email or show you on a short call.

Dana WhitfieldAccount manager

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