Get more from your clinic with PetDesk + Neo

PIMS were built for medical records, billing, and payment processing, not client connection. These systems were designed for staff, not pet owners. They do not have a veterinary client loyalty program or integrated phone system, and do not offer a way to help pet parents discover your clinic.

If a clinic only uses their PIMS, or uses their PIMS with their client communications tool (e.g., Neo PIMS with Vello), they are locked into the features and pricing of one vendor.

Clinics that choose PetDesk get an exceptional client engagement system built for veterinary clinics, along with the top-rated pet parent mobile app. Plus:

• Marketing tools that help pet parents find clinics, book, and stay loyal.

• The ability to see all calls and texts in one dashboard—with everything connected to the PIMS.

• Click-to-call or click-to-text functions from one location.

• Granular control over your schedule for direct booking (e.g., Dr. Jones doesn't see dogs over 50 pounds, or Dr. Smith only sees rabbits on Wednesdays).

• AI-generated call summaries that sync back to your PIMS.

• A consistent pet parent experience, no matter what PIMS you have.

In practice, the integration runs quietly in the background so your team does not have to think about it. PetDesk pulls client and patient data from Neo to trigger automated reminders, power online booking with live availability, and display caller context when the phone rings. When clients take action—confirming an appointment, booking online, responding to a text—that information syncs back to Neo automatically. Your records stay current without anyone manually reconciling the two systems.

That is a fair concern, and the short answer is: PetDesk is designed to give time back, not take it. Yes, your team will use two platforms—Neo for clinical records and PetDesk for client communication. But the two sync automatically, which means no double entry. The front desk gets one inbox for all client interactions instead of juggling phone, email, and scattered notes. Most teams find the adjustment quick because the goal is fewer manual tasks, not more screens to watch.

Neo does practice management exceptionally well. What PetDesk adds is the client engagement layer—the two-way texting, automated reminders, 24/7 online booking, AI-powered phone handling, and targeted outreach that keep pet parents connected to your clinic between visits. These are not features that overlap with Neo. They extend what Neo does by handling the communication workflows that otherwise fall on your front desk team to manage manually, one client at a time.

PetDesk offers custom veterinary loyalty programs that incentivize clients to return for more routine pet care services via a points-based reward system. Additionally, PetDesk Marketing includes custom-built, veterinary-specific websites that are fully designed, secured, and managed by our team. PetDesk Marketing also offers veterinary marketing agency services to help your clinic stand out from the competition—including vet-specific SEO, social media management, reputation management, educational content, digital advertising, and more.

Yes. The first 50 Neo clinics new to PetDesk are eligible for 6 months free of PetDesk Communications, Phones, and/or Direct Booking. This gives your team a real-world opportunity to see the impact on call volume, staff time, and client engagement before making a long-term decision. Reach out to PetDesk directly to check availability and get the details.

The biggest immediate win is phone volume. PetDesk automates the communications that drive most inbound calls—reminders, confirmations, recall notices, and routine questions—which typically cuts call volume by 40%. But the cumulative savings go further: clinics recover 72 or more hours per month when you add up automated reminders, self-service booking, and text-based client communication. That is time your team can redirect to patient care instead of administrative follow-up.

PetDesk Direct Booking reads your Neo schedule in real time, so pet parents only see genuine availability when they book. You set the rules (which appointment types are available online, which time slots are open, any buffer requirements) and PetDesk enforces them. When a booking comes in, it’s reflected in Neo immediately. There is no manual approval step required unless you want one, and no risk of double-booking because PetDesk and Neo are always working from the same data.

Neo holds the clinical and patient history. PetDesk builds the communication history alongside it—text threads, appointment reminder logs, confirmation records, and call summaries. Because the two systems sync, your team always has the full picture: what happened clinically in Neo, and what was communicated and when in PetDesk. That context matters when a client calls with a question or when you’re trying to understand why a pet parent hasn’t been back in over a year.