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Self-Directed Onboarding

Otto is designed for self-directed onboarding, so you can start setting up your account before your onboarding call. Complete as much as you'd like in advance, and we'll review everything together when we meet.

 1. Upload Your Logo & Branding

Upload your clinic logo and select your brand colour under Settings > Branding.

Branding Tips

  • Your logo must be an image file, such as PNG or JPEG (not PDF).
  • A horizontal version of your logo works best.
  • Avoid white logos; ideally, use a logo on a white or transparent background.
  • Check the preview after selecting your brand colour to make sure all text is easy to read.

2. Connect Your Supplier Accounts

Orders placed through Otto flow through your existing supplier accounts, so your wholesale pricing, discounts, and supplier relationships remain unchanged.

To connect a supplier:

  1. Go to Settings > Suppliers.
  2. Click the supplier's logo.
  3. Enter your account number.
  4. Click Save

 

Important: If you enter an account number that does not align with the expected format, you will see a warning under the account number. 

3. Configure Your Pricing

We're happy to configure your pricing for you! Simply send us your pricing file using the link below and we'll take it from there.  Submit Your Pricing Here

You can also manage pricing yourself from the Products module here.

Adding, Removing & Pricing Products

Your Otto catalog comes preloaded with commonly sold products, but you can customize it for your clinic.

Click here for a full walkthrough of how to add a product to your catalog.

  • Enter your per-box price directly into the Price field. There's no need to click Save.
  • Remove products by selecting the check box to the left of the product name(s) and clicking Remove from Catalog.
  • Add products using Add Products and search the available catalog.
  • If you can't find a product, use the Request option.

 

  • If Manual Fulfilment is the only supplier option available, the product is not currently available for automated drop-ship fulfilment.

  • Changing a product's per-box price does not automatically update its supply-level pricing. Those values must be adjusted separately.

Multi-Unit Pricing

Otto offers two different pricing models for tiered or supply-level pricing. We'll review these during your onboarding call and can configure the appropriate option for you.

Important: Changing a product's per-box price does not automatically update its supply-level pricing. Those values must be adjusted separately.

4. Connect a Payment Processor

Otto integrates with Stripe and Global Payments. Have your banking and business information ready before beginning. Connect Your Payment Processor

  1. Stripe
    3.15% + $0.55 per transaction • 7-day payouts • Instant onboarding

    1. Connect your Stripe account through Otto.

    2. Enter the requested banking and business information.

    3. Click Submit for Verification.

    4. Complete any additional verification requested by Stripe.

  2. Global Payments
    2.65% per transaction • 2-day payouts • Approximately 2–4 weeks for approval
    1. You can begin with Stripe while your Global Payments application is being processed. Once approved, we'll switch your Otto account over.
    2. Open the Global Payments tab and select the Activation Form.
    3. Download, print, complete, and sign the application.
    4. Scan and upload the completed application with a void cheque.
    5. Watch for a DocuSign agreement and complete it when received.
    6. Once approved, Global Payments will provide Otto with your account keys and we'll complete the switch.

       

      Even if you already have a Stripe or Global Payments account, you'll still need to complete the setup through Otto so your payment processor is properly connected to the platform.

      5. Select Your Plan & Add Payment Details 

      Once the rest of your setup is complete, select your Otto subscription plan and enter your payment information here.

      Otto offers Pro and Premium plans with monthly or annual billing. Annual upfront billing includes an additional 10% savings. See a full breakdown of the plan features here.

      • Pro
        Includes the essential features for streamlining contact lens ordering and patient communication.

      • Premium
        Includes everything in Pro, plus advanced tools, integrations, analytics, and additional automation.

      • If you've received a special offer, follow the instructions provided by the Otto team. If you're unsure how your offer should be applied, wait until your onboarding call before completing this step.
      • If you're paying through a direct billing buying group, your applicable invoicing and discounts will be processed through your buying group.

      You're Ready for Onboarding!

      Once you've completed the steps above, you'll be well on your way to launching Otto. During your onboarding call, we'll review your setup, answer any questions, and make sure everything is configured correctly before you get started.