Check expiring pet vaccinations before DaySmart appointments

1. Open More > Reports in the DaySmart Pet cloud website, pick the Pet category and run "Pet Vaccination Status for Upcoming Appointments" or "Pet Vaccinations By Expiration Date" for the coming weeks.
2. Click Export to download the CSV, or Print. Both vaccination reports already carry the owner's contact information, so the work is sorting the rows by visit date and deciding who to call first.
3. Call or text each owner, and when the vet record arrives, open Clients/Pets, the Pet Info tab, then Medical Information, tick the vaccine, set the new Expiration and use + Add Document for the certificate.
4. Alternatively, open the appointment in the Appointment Book, click Update next to the vaccine alert, enter the new date and click Update Vaccinations, then Save.
5. The report is a snapshot that someone must remember to run every week, and new bookings made after the export are not on it.

Every Monday, list the DaySmart pets booked in the next 14 days whose rabies or Bordetella expires before their visit, grouped by day, with the owner's phone number.

1. 01

   Match alerts to real visits

   The agent calls list_vaccination_alerts with upcoming_only and a cutoff at the end of your window, then checks each pet against list_appointments. Only vaccines that lapse on or before the visit date are urgent; a rabies shot that expires two weeks after the groom goes in a separate "soon" group.

2. 02

   Filter to what you require

   It keeps the vaccines named in your prompt, for example Rabies and Bordetella, and ignores the rest. A multi-pet household gets one line per owner, not one per pet, so the front desk makes one call.

3. 03

   Add the call details

   For each owner, get_client supplies the phone, email and any client note such as "call after 5pm". The agent sorts the list by appointment date, nearest first.

4. 04

   Record new dates you forward

   When you paste a vet certificate or type "Max got rabies, good until 30 Sep 2027", the agent writes it with add_vaccination using the vaccine name exactly as it is on your Master Vaccination list. If the name does not match the list, it asks instead of guessing.

5. 05

   Say what it cannot see

   A pet with no record at all for a required vaccine has no expiry date, so it never reaches the alert list. The agent says so in every report instead of claiming the week is clear.

Week of 19 Oct: 4 owners to contact
Mon 19: Max (Yourname Client, +1 555 010 0148), Rabies expired 2 Oct, Full Groom 10am
Tue 20: Poppy and Bean (Dana Lee), Bordetella expires 18 Oct, Bath & Brush 1pm
Thu 22: Luna (Kevin Park), Rabies expires 21 Oct, note says call after 5pm
Soon, after the visit: Teddy (Maria Ortiz), Rabies expires 3 Nov
Recorded: Biscuit, Rabies, new expiration 30 Sep 2027
Not checked: pets with no rabies record at all

• The DaySmart Pet Master Vaccination List is set up only on the cloud website under More > Vaccinations, where a vaccine can be marked "This Vaccination is Required" for chosen services or service categories.
• DaySmart Pet starts warning 3 months before a vaccination expires, on the appointment, in the scheduling pop-up for required vaccines and on the pet profile.
• A DaySmart vaccination that is linked to pet records cannot be deleted, only archived, and its species cannot be changed after it is assigned.
• For a medically exempt pet, DaySmart's guide says to leave the vaccine unrecorded, because alerts and expiration notifications only fire for a vaccine that has a record on the pet, even when the booked service requires it.
• DaySmart's Reminders & Notifications guide covers appointment reminders, confirmations and the Scheduled, Changed and Canceled messages; it names no vaccination expiry message to owners (checked 12 Oct 2026).

add_vaccination changes only your own DaySmart data and reach no one else, so it runs without asking first.

Sources: DaySmart Pet: Manage Vaccinations · DaySmart Pet: Reports Management · DaySmart Pet: Reminders & Notifications

curl https://cotlet.dev/api/v1/daysmart/list_vaccination_alerts \
  -H "Authorization: Bearer $COTLET_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"expiring_before":"2026-11-02","upcoming_only":true}'

{
  "alerts": [
    {
      "pet_id": "p_90315",
      "pet": "Max",
      "client": "Yourname Client",
      "vaccine": "Rabies",
      "expires": "2026-10-22",
      "next_appointment": "2026-10-16T10:00:00-04:00"
    }
  ]
}

MCP: add https://cotlet.dev/mcp/v1 with the same key; the tool is daysmart_list_vaccination_alerts. Example data.

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