Know which vaccination requests deserve an appointment slot
Ask pet owners about current vaccination status, prior records, and allergy history upfront, then route overdue-booster and never-vaccinated pets straight to your CRM as appointment-ready leads.
The exact intake your vaccinations leads complete
This is the real 6-question guided intake for Vaccinations — the same flow your customers finish before you ever pick up the phone.
What a qualified vaccinations lead should tell you
Scheduling and qualification for pet vaccination visits, covering first-time immunizations, overdue or upcoming boosters, and record verification before a slot is booked.
- Animal Vaccination
- Current Vaccination Status Pet
- Have Any Previous Vaccination
- Pet'S Owner Or Authorized
- Pet Have Any Known
- This Single Pet Or
The questions your team needs answered
Every vaccinations intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of animal needs vaccination? | Species determines which vaccine protocol and appointment length your team needs to prepare before the visit. |
| What is the current vaccination status of the pet? | This is the highest-weighted question in the catalog, so the answer drives most of the lead's priority score. |
| Do you have any previous vaccination records for this pet? | Knowing whether records exist tells staff if they're starting a fresh vaccine history or continuing an existing one. |
| Are you the pet's owner or an authorized caregiver making this decision? | A confirmed owner answering directly is weighted higher than a caregiver, signaling how firm the booking decision is. |
| Does the pet have any known allergies or reactions to previous vaccines? | A known allergy or reaction should reach the vet before the slot is confirmed, not get discovered at check-in. |
| Is this for a single pet or multiple pets? | Multiple pets in one request changes how long the visit needs to be and how the appointment should be scheduled. |
How Cliont scores vaccinations leads
Every answer is weighted automatically — no manual review required.
Value signals
- Never vaccinated
- Overdue for booster
- Up to date, booster due soon
- Not sure
- Pet'S Owner Or Authorized: yes
See the lead your team receives
Vaccinations Lead
From first click to qualified lead
Follow patients and caregivers through one smooth, guided flow.
They land & meet you
Your video greeting plays instantly — a real face instead of a blank form.
They explain the visit
Smart questions adapt to their visit and capture the full scope.
They share details
Symptoms, history, and documents come attached before the visit.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for vaccinations workflows
| Cliont capability | Vaccinations application |
|---|---|
| Weighted lead scoring | Automatically raises priority for 'Overdue for booster' and 'Never vaccinated' answers so lapsed pets surface above routine boosters in your CRM. |
| Conditional flagging | Surfaces a known vaccine allergy or reaction answer as a visible flag on the lead card rather than leaving it buried in free text. |
| Multi-record handling | Recognizes when a submission covers multiple pets so front-desk staff can plan one visit that addresses every animal instead of missing pets from the booking. |
| Authorization checks | Differentiates owner-confirmed requests from caregiver-submitted ones, giving staff a sense of how firm the decision is before they hold a slot. |
Common vaccinations lead scenarios
First-time puppy or kitten series
Owner reports the pet as never vaccinated with no previous records, flagging the need for a full initial vaccine series rather than a quick booster visit.
Overdue booster for adult dog
Pet is marked overdue for booster with existing records on file, the highest-weighted status in the intake and a strong signal to prioritize scheduling.
Multi-pet household refresh
Owner submits for multiple pets that are up to date but due soon, requiring the clinic to plan a visit that covers more than one animal.
Caregiver submitting, not owner
An authorized caregiver rather than the pet's owner completes the intake, which the form weights differently since decision-making authority is lower without the owner directly confirming.
Known vaccine reaction on file
Owner flags a known allergy or prior reaction to a vaccine, which should be surfaced to the vet before any appointment is confirmed rather than buried in notes.
Connect Cliont to your workflow
Send leads
HubSpot, HighLevel, Salesforce, JobNimbus
Book visits
Google Calendar, Outlook Calendar, Calendly
Notify your team
Email, SMS, Slack
Automate follow-up
Zapier, Webhooks, API
Simple, transparent pricing
Choose the plan that works for your business.
Professional
Unlimited intake forms and leads for your growing business.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Advanced analytics dashboard
Pay Per Lead
Only pay when you receive a qualified lead.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Charged only for submitted leads
More general veterinary care intake templates
Vaccinations lead-intake FAQs
How does the intake treat a pet with no previous vaccination records?
The form directly asks whether previous records exist, so a 'no' answer tells your team to plan for a fresh vaccination history rather than assuming a booster is sufficient.
Are overdue boosters prioritized over up-to-date pets asking about their next dose?
Yes, the intake weights 'Overdue for booster' and 'Never vaccinated' as higher-value status answers than 'Up to date, booster due soon,' which naturally moves lapsed pets higher in your CRM queue.
What happens if a caregiver fills out the form instead of the pet's owner?
The owner/authorized-caregiver question is weighted, so an owner confirming directly scores higher than a caregiver answering on someone else's behalf, giving your front desk a sense of how firm the booking decision is.
Does the intake ask about vaccine allergies before a visit is booked?
Yes, pet owners are asked directly whether the pet has known allergies or reactions to previous vaccines, so your team sees that flag before confirming the slot.
Can one intake submission cover more than one pet?
The form asks whether the request is for a single pet or multiple pets, so multi-pet households are identified before your team schedules the visit.
Does the intake distinguish between dogs, cats, and other pets?
Yes, the animal type question is asked upfront so your team knows which vaccine protocol and appointment length to plan for before the pet arrives.
Turn vaccinations visitors into qualified patients
Give every vaccinations visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book front-desk time.