How do I collect and track vaccination records?

PocketSuite makes it easy to collect pet vaccination records from your clients and keep track of their expiration dates. Here’s how:

 

  1. Create a custom client field to collect important information from clients, like pet documents. Read this guide to learn more about client fields.

  2. Make it a file upload field so that you can collect pet vaccination records from clients. When clients book you for a pet service, they’ll be able to upload their pet’s vaccination record during checkout. They can also upload this record directly to their profile using PocketSuite’s client app. Read this guide to learn more about document fields.

  3. Add expiration rules to your file upload field. When clients upload a document, they will be prompted to provide an expiration date. Then, when it’s time to update their documents, clients will see the field during their next transaction to upload the latest version. You can also manually request an update at any time.  Read this guide to learn more about document expiration tracking.
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