Complete Your Onboarding

When To Use This#

Use this article when the customer portal asks you to complete setup before booking or using the full portal.

Before You Start#

• Sign in to the customer portal.
• Have household, dog, and agreement information ready.
• Have any required vaccination record or other requested document ready to upload.

Onboarding Page Overview#

The Onboarding page helps you complete the first setup packet for your household and dogs. The portal may send you there automatically when setup is required before other portal actions.

Review the onboarding status area for the latest status, dogs in the packet, linked documents, and next-step guidance.

Household And Dog Details#

Add or confirm your household details and at least one dog. The household section asks for a display name and may ask for contact details, addresses, service interests, and household notes. For every dog, complete the name, breed, sex, and birthdate; add the veterinarian when your business requires it. Use current information so your business can review the setup accurately.

Intake Questions And Agreements#

Answer the required intake questions shown in the portal. Review agreements or acknowledgements when the page presents them. Upload a vaccination record when it is required. A dog photo may be recommended to help the team recognize your dog, but a missing recommended photo does not stop approval.

If the portal asks you to save a draft before accepting an agreement, save first, then complete the agreement step.

Submit Onboarding#

Submit onboarding when all required sections are complete. Check the page for confirmation, review notes, or visible blockers.

What Happens Next#

After onboarding is submitted, your business can review your household setup. Required agreements, vaccination records, and other service requirements must be complete for every dog before the normal approval process can finish. Your business may contact you if something is still needed.

After a packet is approved, routine updates usually move to the Family, Dogs, Documents, Billing, and Bookings pages.

Troubleshooting#

• If a section is marked incomplete, open it and check for missing required fields.
• If you cannot submit, review the visible blockers and finish those items first.
• If a dog or family detail is wrong, update it before submitting.
• If onboarding is submitted but booking is still blocked, open the Documents page and review the dog's readiness messages.
• If a packet is submitted, under review, or approved, it may be locked from editing.
• If changes are requested or the packet is rejected, update the visible items and resubmit.