Veterinary appointment scheduling and reminders

Purpose

1. Enable automated scheduling and reminders for veterinary appointments for shelter animals.

2. Reduce manual workload for shelter staff by managing bookings, confirmations, cancellations, and follow-ups.

3. Ensure timely vaccinations, health checks, surgeries, and treatments.

4. Integrate animal records to trigger and document medical appointments.

5. Support communication with adopters, foster carers, and vet partners.

Trigger Conditions

1. New animal intake requiring initial medical check.

2. Upcoming due vaccines, surgeries, or routine health checks.

3. Adoption or foster placement appointment.

4. Manual staff input for unscheduled/urgent appointments.

5. Confirmation or cancellation action via SMS, email, or web portal.

Platform Variants

1. Google Calendar – API: Calendar.Events.insert

• Feature/Setting: Auto-create and update appointment events; configure with shelter staff/clinic calendar ID and time slot mapping.
  

2. Microsoft Outlook Calendar – API: Create Event (v1.0)

• Feature/Setting: Add appointment to shared Outlook calendar; set reminder and attendee emails.
  

3. Salesforce – Object: Event/Task, REST API: sobjects/Event

• Feature/Setting: Trigger case-related event creation; link to animal and client record.
  

4. Zoho CRM – Module: Events, API: events

• Feature/Setting: Schedule appointments under Contacts; automate reminders with Workflow Rules.
  

5. Twilio Messaging – API: Messages

• Feature/Setting: SMS reminders to staff and clients; configure automated message queue and response parsing.
  

6. SendGrid – API: Mail Send

• Feature/Setting: Email confirmations and reminders; use dynamic fields for animal, date, clinic, and recipient.
  

7. Slack – API: chat.postMessage

• Feature/Setting: Notify internal medical or admin team channels with upcoming appointments.
  

8. WhatsApp Business Cloud API – Endpoint: /messages

• Feature/Setting: Appointment reminders and confirmation/cancellation collection through WhatsApp chat.
  

9. HubSpot CRM – Object: Meetings, API: engagements/v1/meeting

• Feature/Setting: Log and send invite for appointment with contact owner assignment.
  

10. Calendly – API: Scheduled Events

• Feature/Setting: Automatically generate booking link for staff/adopters/fosters; send confirmation via webhook.
  

11. Acuity Scheduling – API: Appointments

• Feature/Setting: Intake form for vet bookings; automations for reminder delivery and follow-up.
  

12. AirTable – REST API: Records

• Feature/Setting: Store appointments in Animal Medical table; trigger automations to email/SMS.
  

13. Monday.com – API: Items

• Feature/Setting: Create tasks for each vet appointment, with status and deadline columns; automate status changes.
  

14. Mailchimp – API: Campaigns

• Feature/Setting: Email reminder campaign based on scheduled appointment segment.
  

15. Zoom – API: Meeting

• Feature/Setting: Support remote intake or medical consultation session scheduling.
  

16. DocuSign – API: Envelopes

• Feature/Setting: Send consent or pre-treatment forms to be digitally signed before appointments.
  

17. Google Sheets – API: Sheets.Values.update

• Feature/Setting: Log and update summary of all booked appointments for admin review.
  

18. Freshdesk – API: Tickets

• Feature/Setting: Create support tickets tied to pet appointments for tracking queries or rescheduling.
  

19. ClickSend – API: SMS

• Feature/Setting: Automated confirmation and reminders via SMS gateway, handle opt-in/out.
  

20. Discord – API: channels/{channel.id}/messages

• Feature/Setting: Real-time notification to vet staff Discord channel for new or changed appointments.
  

21. Trello – API: Cards

• Feature/Setting: Add card/task for each animal's upcoming veterinary need, set deadline and checklist.
  

22. Shopify – API: Orders (if clinic/vet shop integration)

• Feature/Setting: Book and confirm appointment linked to purchase transaction for medical procedures.
  

Benefits

1. Minimizes missed appointments and enhances animal welfare compliance.

2. Centralizes appointments and documentation across all stakeholder platforms.

3. Reduces errors through templated and timed reminders.

4. Frees staff from repetitive administrative follow-up.

5. Improves communication with adopters and external vets/clinics.

6. Scalable for multi-site or partner animal shelter operations.

7. Enables actionable analytics on medical compliance and efficiency.