Paperless Intake for Vets, Groomers, and Shelters

Why reinvent the wheel? If you need standard documentation, browse our extensive template library. We offer pre-made layouts for common needs like “Pet Boarding Check-In Form”, “Pet Grooming Service Form”" and “Pet Plan Claim Form”.

Simply select a template, upload your clinic’s logo, and customize the fields to match your specific policy. It is the perfect solution for new shelters or clinics that need legally structured, professional-looking forms ready to deploy in minutes.

In the pet industry, liability wording matters. Whether it’s a grooming release, a surgical consent, or a boarding contract, you need the signed document to look exactly like your original PDF for insurance and legal purposes.

PlatoForms creates fillable PDF forms online that overlay input fields onto your existing documents. Pet owners type into a web form, but the final output is your exact, branded PDF with their data neatly typed in the correct spots. Ensure compliance and safety without forcing clients to hand-write extensive forms in a chaotic waiting room.

Pet owners are busy. They want to finish registration before they arrive at the dog park or drop off for boarding. PlatoForms converts your intake PDFs into responsive web forms that work perfectly on smartphones.

Crucially, clients can use their phone camera to snap and upload photos of vaccination records, prior vet history, or photos of the pet directly into the form. No more scanning, emailing separate attachments, or forgetting papers at home. Review the Conversational form mode to make long adoption applications feel like a friendly chat rather than an interrogation.

No-shows cost your pet business money. Secure your grooming slots and boarding reservations by integrating payments directly into your forms.

With Stripe integration, you can require a deposit or full payment as soon as the booking form is submitted. Whether it’s an adoption fee or a holiday boarding deposit, connect the payment directly to the form submission. Reduce administrative chasing and ensure serious inquiries only.

Adoption applications and surgical authorizations often require multiple approvals—foster parents, shelter directors, or vet specialists.

Use PlatoForms workflows to route forms automatically. An applicant submits an adoption form → it goes to the Foster for review → then to the Director for final signature. Everyone works on the same digital document. Notifications keep everyone updated, speeding up the process so pets find their forever homes faster.

Don’t make loyal clients start from scratch every time they drop off “Max” for grooming. Use PlatoForms’ prefilled invitations.

Send a link with the owner’s name, pet details, and vet info already filled in. They simply update the current health status, select today’s grooming service, and sign. It creates a VIP experience for your regulars and ensures your data remains consistent. Great for daycare check-ins and annual vaccination updates.

New clients usually have to sign 3-4 different documents: Client Registration, Liability Waiver, Social Media Release, and Credit Card Authorization.

With Master Forms, your client enters their information once on a single web page. PlatoForms takes that data and instantly populates it across ALL your required PDF files. You get a complete, signed “New Client Packet” downloaded as a single zip file or merged PDF. Stop asking clients to write their address four times.

A cat needs different medical questions than a dog or an exotic bird.

Use Conditional Logic to adapt the form instantly. If the client selects “Cat,” show fields for FIV testing. If “Dog,” ask about Heartworm prevention. If a client answers “Yes” to “Current Medications,” a detailed dosage table appears. Keep your forms clean and relevant, ensuring you get the specific clinical data you need without overwhelming the pet owner.

Paper filing is prone to error and takes up valuable clinic space. PlatoForms integrates with Google Drive, Dropbox, and OneDrive.

Automatically save every completed PDF—named by “Pet Name - Owner Name - Date”—directly into your specific cloud folders. Attach the uploaded vaccination photos automatically. When you need to find a liability waiver from three years ago, it’s searchable and secure in seconds.

Keep your patients healthy and your schedule full. Use Zapier or Make to connect your forms to your other software.

When a client submits a registration form, automatically add them to your email marketing list for newsletters, or trigger a task in your practice management software. Set up workflows so that when a ‘Surgery Consent’ is signed, the surgical team gets an instant Slack notification.

Some clients will always forget to fill forms out at home. Set up a tablet in Kiosk Mode in your lobby for walk-ins.

For busy events like vaccination clinics or clear-the-shelter days, use QR codes. Owners scan the code with their own phone while waiting in line, filling out the paperwork before they reach the front desk. Use submission limits to automatically close registration when your clinic capacity is reached.

In the pet industry, documentation is your best defense. Whether it’s a ‘Bite Incident Report’ or a ‘Daily Care Log’ for boarding, PlatoForms keeps a comprehensive activity log.

Every form submission includes metadata on when it was opened, filled, and signed. Signature certificates prove exactly who signed the waiver and when. Produce professional, timestamped PDF reports instantly if an issue ever arises.