Fix Onboarding Blockers

When To Use This#

Use this article when the portal says onboarding is incomplete or a dog is not ready for booking because setup information is missing.

Before You Start#

• Sign in to the customer portal.
• Review the visible blocker message before changing information.
• Have household details, dog details, and required documents ready.

Blocker Message#

Start with the visible blocker message. It may point to an incomplete onboarding section, a dog profile, a document, an agreement, or a review note from the business.

Do not guess at medical, vaccine, document, or care eligibility requirements. Follow the visible message and your business's instructions.

Onboarding Details#

Open the Onboarding page when the blocker points to missing household, contact, dog, intake-question, or agreement details. Complete the missing fields and save the section.

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

Dog Readiness#

Open the Dogs page when the blocker points to a dog profile or readiness card. Review the dog details and update the requested information.

Documents#

Open the Documents page when the blocker points to a missing, expired, rejected, or pending document. Upload or replace the requested file from the correct household or dog row.

Try Again#

Return to the Onboarding page or Bookings page after the missing item is updated. Try the blocked action again after the portal shows the requirement is resolved.

What Happens Next#

Some blockers clear after you save missing information. Others may need review by your business, especially when an uploaded document or submitted onboarding packet must be checked.

Troubleshooting#

• If the blocker mentions a document, upload the requested file from the Documents page.
• If the blocker mentions a dog profile, update the dog's required details.
• If the blocker mentions an agreement, save the draft, accept the required agreement, then submit again.
• If a submitted packet is locked, wait for review or follow the visible changes-requested instructions.
• If the blocker remains after you saved changes, the business may need to review the item.
• If you are unsure which item is blocking booking, contact your business with the visible blocker text. Use the Documents page or the process your business recommends when a real document or private record is needed.