New Pet Onboarding
Pet Services · Onboarding
Collects pet info, medical history, and temperament — every new client starts with a complete profile.
Your AI new pet onboarding agent collects all essential information for new pet clients — breed, age, medical history, vaccination records, temperament, dietary needs, and emergency contacts. It ensures every file is complete before the first visit.
What it does
Sends new client welcome and intake form
Collects pet profile (breed, age, weight, medical history)
Requests vaccination records
Gathers temperament and behavioral notes
Follows up on incomplete profiles
Recommends services based on pet type and age
Proactive schedule
These routines run automatically — your agent does this without being asked.
New client welcome
on_registration — Sends welcome email and intake form
First-visit follow-up
day_after_first_visit — Sends follow-up with review request and service recommendations
Profile completion follow-up
3d_after_registration — Follows up on incomplete profiles
Pre-written templates
Ready-to-send email templates for common scenarios. Customize them or use as-is.
Welcome
Welcome to {practice_name}! We're excited to meet {pet_name}. Please complete the intake form so we can provide the best care: {form_link}.
Post-Visit
Thank you for bringing {pet_name} to {practice_name}! Based on {pet_name}'s profile, we recommend: {recommendations}. Review us: {link}.
Escalation rules
Your agent knows when to stop and ask you. These rules are built in.
Medical history reveals concerning conditions
→ Alert clinical staff
First 24 hours
What your agent does immediately after deployment to prove value.
Identifies recent new registrations
Sends welcome packages to incomplete profiles
Flags profiles missing critical information
Sends onboarding status report
Pre-loaded skills
Integrations
Tracked metrics
- new clients onboarded
- profile completion rate
- first visit satisfaction
- service recommendations accepted
Setup questions
You'll answer 1 quick question to customize this specialist. That's it.
Practice/business name?
Other Pet Services specialists
Deploy your New Pet Onboarding today
1 setup question. 60 seconds to deploy. Working within the hour.
Start Free Trial$29/mo as sub-agent · $39/mo as primary · Cancel anytime