Books directly
Tilly for IDEXX Neo: calls answered, appointments booked in IDEXX Neo
Tilly answers your clinic's calls and books appointments directly in IDEXX Neo. Call notes land in IDEXX Neo, and tasks land in Tilly with a note in IDEXX Neo.
What Tilly does in IDEXX Neo
- Recognises callers by their phone number.
- Books, reschedules and cancels appointments directly in IDEXX Neo.
- Marks appointments as confirmed when clients reply to a reminder.
- Adds new clients and their pets to IDEXX Neo.
- Adds a short call summary to the client and pet record.
- Matches refill requests to the pet's current prescriptions.
- Uses the reminders due in IDEXX Neo for vaccine and wellness recalls.
- Can see outstanding balances so it can text a payment link.
How Tilly handles the rest
- Creates tasks in Tilly, with a note in IDEXX Neo.
- Saves contact preferences as a note in IDEXX Neo.
- Shows the payment in Tilly and creates a task for your team to record it.
- Checks IDEXX Neo for changes every minute.
Before every booking, Tilly checks the slot live in IDEXX Neo, so it never double-books.
How to connect
About 15 minutes.
- In IDEXX Neo, generate an API key for Tilly (Settings → API keys).
- Paste the key into Tilly.
- Tilly imports your vets, appointment types, clients, pets and schedule, then asks you to confirm how your appointment types map to Tilly's services.
Questions
Does Tilly change how we use IDEXX Neo?
No. Your team works in IDEXX Neo as before.
Is our IDEXX Neo data safe?
Your API key is stored in a secure vault in the US region and never shown again. Tilly keeps only the data it needs to answer calls, under your retention settings.