What your customers expect
Pet owners planning holidays want to check availability and book.
Intake forms collect the details you need before a first appointment, so the first meeting starts with the real conversation.
Pet care and vaccination details is a common requirement for boarding kennels and catteries. Vaccination and care needs must be known before a stay.
Pet owners planning holidays want to check availability and book.
Intake forms collect the details you need before a first appointment, so the first meeting starts with the real conversation.
Ask for vaccination proof, feeding and medication details.
On top of the basics, a boarding kennel usually needs appointment reference (links the form to the booking so it is ready on the day) and what prompted the enquiry (helps route the person to the right practitioner or adviser).
Owner contact details and pet records are personal information. Keep them in your booking or practice system rather than an email inbox, and ask only what the first visit needs.
Use the secure intake or registration forms provided by your practice or client management system, linked from the website.
Where that system has no forms, build a secure form that delivers straight into the approved system, never to email.
The website hands over when the submission is stored in the system the practice or firm uses for client records.
Receives a link after booking or opens it from the site
The form is reached from a booking confirmation as well as the website.
Completes the form in sections
Sections can be saved and finished later on a phone.
Gives consent where needed
Consent wording explains how the information will be used and stored.
Submits
Submissions go to secure storage, not a shared inbox.
| Field | Why it is needed |
|---|---|
| Name and date of birth or reference | Matches the form to the right person. |
| Contact details | Needed for follow-up questions. |
| Consent | Records agreement to how the information is handled. |
| Appointment reference | Links the form to the booking so it is ready on the day. |
| What prompted the enquiry | Helps route the person to the right practitioner or adviser. |
Where the website hands over: The website hands over when the submission is stored in the system the practice or firm uses for client records.
Vaccination and care needs must be known before a stay. Intake forms collect the details you need before a first appointment, so the first meeting starts with the real conversation.
Avoid sending sensitive submissions to a shared inbox. Deliver them to the system where client records are kept.
Straight after booking works well, with a reminder before the appointment if it is not complete.
Owner contact details, the pet's name and species or breed, vaccination status and anything that affects handling. Keep the form in your booking or practice system.
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