Boarding / Grooming Reservation
Inbound call to book pet boarding or grooming services.
When this runs
classifies this work type when the caller says things like:
How the call goes
3 surface rules tied to missing field definitions. Urgent first.
Ask if the pet's vaccinations are current — boarding requires proof of vaccines.
urgent“Are your pet's vaccinations up to date? We require current records for rabies, distemper, and bordetella before boarding.”
Field: Vaccinations current
Clarify whether they need boarding, grooming, daycare, or a combination.
important“Are you looking for boarding, grooming, daycare, or a combination?”
Field: Service type (boarding, grooming, daycare)
Ask about any medications, dietary restrictions, or behavioral considerations.
important“Does your pet take any medications, have dietary restrictions, or have any behavioral needs we should know about — like anxiety around other animals?”
Field: Special needs (medications, diet, anxiety)
Extracted without a dedicated prompt
extracts these from the transcript in real time. If the caller does not mention them naturally, staff can confirm them during wrap-up.
Guardrail signals
If staff says anything matching one of these examples, an urgent warning surface is created.
Never guarantee specific caretaker assignments.
Do not accept a pet without confirmed vaccination records.
Never promise specific play group placement.
When the call ends
Before staff can end the call, walks them through a wrap-up checklist, then prepares the captured fields for the work record.
Wrap-up checklist
- Confirm callback number
- Confirm dates
- State next step
- Send confirmation
- Remind vaccination records
Then creates a appointment encounter with:
- Owner name
- Callback number
- Pet name
- Species and breed
- Approximate weight
- Service type (boarding, grooming, daycare)
- Dates needed (check-in / check-out)
- Vaccinations current
- Special needs (medications, diet, anxiety)
- Existing client at practice
Ready to put this work type to work?
Start your free trial and this work type is active on your first call. Customize it any time, or let it run as-is.
Sign up for trial