Handouts are one of the most powerful tools on OT Connected. They let you create personalized client handouts with curated product recommendations — powered by AI.
What Is a Handout?
A handout is a shareable document you create for your clients. It includes a title, a description of the client's needs, and a list of recommended products tailored to their situation.
You can download it as a PDF, share it via a link, or print it out.
Creating Your First Handout
- From your Dashboard, click Handouts
- Click Create New Handout
- Follow the 3-step process:
- Review the product suggestions, make any changes, and save
Managing Your Handouts
From the Handouts page, you can:
- Search your handouts by title
- Filter by tags you've added
- Edit any handout to update the title, description, or products
- Duplicate a handout to use it as a starting point for a new one
- Delete handouts you no longer need
Downloading and Sharing
- Download as PDF — Click the download button on any handout to get a printable PDF
- Share a link — Generate a shareable link that your client can open in their browser to view the products and purchase them directly
If you're on a Premium or Pro plan, your shared handouts will display your custom branding (logo, colors, and practice info). See the Your Profile & Settings guide to set up branding.
Handout Limits
| Tier | Handouts | AI Generations |
| Free | Up to 8 | 3 per month |
| Premium | Unlimited | Unlimited |
| Pro | Unlimited | Unlimited |
Giving Feedback on AI Recommendations
After SAMIE generates product recommendations, you'll see thumbs up/down buttons. Use these to let us know if the suggestions were helpful — it helps us improve the AI over time.