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Step-by-step guides for every part of Otto. Signed in to your Otto Hub? You can also ask Otto a question there.
Account setup and integrations6 articlesBest practices7 articlesTroubleshooting1 articleOrders and fulfillment11 articlesPatient engagement2 articlesPatients and prescriptions8 articlesPayments and payouts2 articlesProducts, catalog and pricing8 articlesRebates and promotions3 articlesReports and analytics4 articlesSettings6 articlesYour webstore3 articles
Browse all 61 articles
Account setup and integrations
Best practices
- Best practice: when a patient is in the office (lens quotes and order links)
- How to use abandoned carts
- How to use lens quotes on an iPad
- How to use lens quotes
- How to use “Prescriptions due for refill” on the dashboard
- How to get the most out of Otto: recommended best practices
- Understanding “Re-orders valid until” and refill reminders
Troubleshooting
Orders and fulfillment
- How to cancel and refund an order
- How to delete an order in Otto
- How to find order tracking details
- How to fulfill dry eye and OTC orders using Eye Drop Ship
- How to configure shipping fees
- Managing orders in Otto: confirmations, statuses, patient notifications and more
- How to place a contact lens order in Otto
- How to use auto-reorder subscription programs
- How to send shipment tracking to patients
- Understanding manual fulfillment orders in Otto
- Why does a ship-to-patient order show as “Complete” before my patient receives it?
Patient engagement
Patients and prescriptions
- How to change a patient’s language preference
- How to add missing prescription expiration dates
- How to turn on patient order tracking in Otto
- How to export patient data and prescriptions from Otto
- Managing multiple prescriptions for the same product
- How to remove an Rx from a patient file
- How to send a patient their prescription in Otto
- How to update patient information
Payments and payouts
Products, catalog and pricing
- How to add or remove a product in your catalog
- How to choose your volume pricing logic
- How to manage your product catalog in Otto
- How to mirror 90-pack pricing for products only sold in 30-packs
- How to request a product that isn’t in Otto’s master database
- How to set multi-unit (volume) pricing
- How to update the default supplier for a product
- How to view online competitor pricing in Otto