Keep Clients Coming Back Automatically with Smart Reminder Schedules
A client forgets a booster. Another misses their annual cleaning.
Before long, months pass and preventive care slips through the cracks.
Übik’s new Reminder Schedules fix that automatically — turning your clinic’s past appointments into smart, personalized messages that bring customers back right on time.
🐾 Why Reminder Schedules Matter
Every clinic depends on repeat visits. But people forget — not because they don’t care, but because life gets busy.
With Reminder Schedules, Übik automatically checks your appointment and dispense history, identifies pets who are due for vaccines or treatments, and sends friendly messages to their owners — via WhatsApp, SMS, or email.
This helps your business in three ways:
-
Increases return visits.
More clients booking routine care means steadier monthly revenue and stronger retention. -
Improves preventive care compliance.
Pets stay on-schedule for vaccines, check-ups, and medications — leading to healthier outcomes. -
Reduces manual work.
Your team doesn’t have to remember who’s due. Übik takes care of it overnight.
💚 Better for Pets, Better for People
A missed booster or skipped check-up might seem small, but those lapses can lead to preventable health problems.
Automated reminders mean:
- Pets stay protected and on schedule
- Clients feel supported by your clinic
- Your clinic becomes the place that truly follows up and cares
Übik helps you provide consistent, reliable care — the kind that builds long-term trust and loyalty.
⚙️ How It Works
Each night, Übik quietly runs a background job that looks through your services and inventory dispenses.
When it finds one that matches a Reminder Schedule, it generates a message for the client.
Example:
If you create a Rabies vaccine reminder for 11 months after dispense, Übik looks back exactly 11 months from today, finds pets vaccinated on that date, and sends one friendly reminder to each owner.
No duplicates, no spam — just clean, personalized follow-ups.
🧱 The Reminder Schedule Fields Explained
Each schedule defines what to track and when to remind. You can make one for any medicine, service, or procedure.
| Field | What It Does | Example |
|---|---|---|
| Enabled | Turns the schedule on or off. | ✅ ON |
| Name | The label shown in your schedule list. | “Rabies Annual Booster” |
| Type | Choose whether the reminder is based on an inventory item or a service. | Inventory: Rabies Vaccine |
| Months After | How many months after the original dispense or service the reminder should trigger. | 11 months |
| Tolerance Days | How many days before that month to start reminding. | 7 days early |
| Message Template | The actual text sent to clients — supports variables like {pet_name}. |
“Your pet {pet_name} is due for their Rabies booster!” |
| Max Age (optional) | Only send if the pet is younger than this — perfect for puppy/kitten schedules. | 12 months |
| Stages | Add multiple timing steps for series like vaccines. | 1-month, 2-month, 12-month boosters |
🧩 Example: Setting Up a Vaccine Series
Let’s say you want to automate the Distemper vaccine series.
| Setting | Value |
|---|---|
| Name | Distemper Vaccine Series |
| Type | Inventory |
| Inventory Item | “Distemper Vaccine 10 mL” |
| Stage 1 | 1 month after — “{pet_name} is due for their 2nd Distemper shot!” |
| Stage 2 | 2 months after — “{pet_name} is due for their 3rd shot!” |
| Stage 3 | 11 months after — “It’s time for {pet_name}’s annual Distemper booster!” |
Once saved, Übik automatically finds pets who received those vaccines and reminds their owners at the exact right times.
🧩 Example: Service Reminder — Dental Cleaning Follow-Up & Annual Recall
Here’s a service-based reminder that boosts compliance and repeat visits without inventory tracking.
| Setting | Value |
|---|---|
| Name | Dental Cleaning Follow-Up & Recall |
| Type | Service |
| Service | “Dental Prophylaxis (Cleaning)” |
| Stage 1 | 14 days after — “How is {pet_name} doing after their dental cleaning? Book a quick check-in.” |
| Stage 2 | 6 months after — “Time for a mid-year tartar check for {pet_name}. Quick visit, big impact.” |
| Stage 3 | 12 months after — “{pet_name} is due for their annual dental cleaning. Let’s keep that smile healthy!” |
| Tolerance Days | 7 (start reminders up to a week before each stage) |
| Channel | WhatsApp preferred; fallback to SMS/email |
This setup encourages a short post-procedure check, a mid-year touchpoint to catch issues early, and a yearly recall to keep dentistry revenue consistent and pets healthier.
📬 In Action — A Day in the Life
It’s 3 AM. Übik quietly checks every record.
Eleven months ago today, Milo got his Rabies vaccine.
Übik finds that record, matches it to your Rabies reminder schedule, and generates one WhatsApp message:
“Hi! Just a friendly reminder from Happy Tails Vet Clinic — your pet Milo is due for his Rabies booster soon.
Call us to schedule or reply here to book.”
Milo’s owner replies “Sure!”
A few days later, Milo’s appointment is complete — and your revenue cycle keeps moving without any manual effort.
🚀 The Business Impact
Reminder Schedules take minutes to configure and can generate months of repeat business.
They build trust, consistency, and healthier pets — while automating one of the hardest parts of retention.
If your clinic isn’t using them yet, open Reminder Schedules in the left navigation bar and try creating one today.
Your clients — and their pets — will thank you later.
Start Automating Client Follow-Ups
Schedule a free demo or send us a message — we’d love to show you how it works.
📞 WhatsApp: 1-612-383-6374
🌐 Website: goubik.com
📧 Email: [email protected]
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