Board and train intake that captures stay length and vaccination
Ask about training goals, vaccination status, and requested stay length before you confirm a spot, with vaccination records and a short behavior video collected upfront.
The exact intake your board and train leads complete
This is the real 7-question guided intake for Board and Train — the same flow your customers finish before you ever pick up the phone.
What a qualified board and train lead should tell you
A structured program where a pet stays at a trainer's facility for a set period to receive obedience or behavior training, requiring confirmation of vaccination status, caregiver authorization, and any bite or aggression history before a stay is scheduled.
- Animal Training
- Main Training Goal Pet
- Pet Ever Shown Aggressive
- Pet Up Date On
- Soon Would Like Board
- Owner Or Authorized Caregiver
- Long Willing Have Pet
The questions your team needs answered
Every board and train intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of animal needs training? | Routes the lead to the right program since dog, cat, and other animal enquiries often need different facility setups or may fall outside what you offer. |
| What is the main training goal for your pet? | Behavior correction carries the highest weight because it typically requires more specialized staff attention than basic obedience or socialization goals. |
| Has your pet ever shown aggressive behavior toward people or other animals? | Flags leads that need a temperament assessment or manager sign-off before a boarding stay is scheduled, regardless of how urgent the request is. |
| Is your pet up to date on required vaccinations? | Current vaccinations are usually required for boarding, so a no answer signals extra steps before you can confirm the stay. |
| How soon would you like the board and train program to begin? | An immediate start request indicates urgency and helps you prioritize which enquiries to call back first. |
| Are you the owner or authorized caregiver able to approve this training program? | Confirms the person submitting the form is actually authorized to commit the pet to a program before staff spend time on the enquiry. |
| How long are you willing to have your pet stay at the training facility? | Lets you check requested stay length against kennel or room availability before booking a slot. |
How Cliont scores board and train leads
Every answer is weighted automatically — no manual review required.
Value signals
- Basic obedience
- Behavior correction (aggression, anxiety, etc.)
- Socialization skills
- Advanced or specialized skills
- Not sure
- Pet Up Date On: yes
Urgency signals
- Immediately
See the lead your team receives
Board and Train 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 board and train workflows
| Cliont capability | Board And Train application |
|---|---|
| Conditional branching | When behavior correction is selected as the training goal, the intake can probe further on the aggression history question before routing the lead. |
| Document upload | Collects vaccination records at intake so incomplete or outdated proof is caught before a board and train slot is held. |
| Video intake widget | Requests a short video of the pet's behavior around people or other animals, giving staff a first look at risk before a phone call. |
| Lead scoring | Weights training goal and vaccination status together, so a behavior-correction lead with current vaccinations scores higher than an unsure, unvaccinated enquiry. |
Common board and train lead scenarios
Aggression case needing immediate start
Owner selects behavior correction as the goal, confirms a history of aggression, and wants the program to start immediately, so the intake flags it for a temperament review before a slot is held.
Puppy owner just exploring options
Owner picks basic obedience and marks timing as just exploring, signaling a lower-urgency lead better suited to a nurture sequence than an immediate callback.
Vaccination records not current
Owner answers no to the up-to-date vaccination question, which lowers the lead's score and prompts the intake to request proof or a vet appointment before boarding is scheduled.
Non-owner inquiry without authorization
Someone other than the owner or caregiver fills out the form and can't confirm authorization to approve the program, so the lead is flagged for verification before staff invest time.
Cat or exotic pet request
The intake identifies the animal as a cat or other animal rather than a dog, letting a dog-focused trainer route or decline the enquiry without a wasted call.
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 pet training intake templates
Board and Train lead-intake FAQs
How does the intake handle pets with a history of aggression?
The intake asks directly whether the pet has shown aggressive behavior toward people or other animals, so any lead answering yes can be routed to a manager or temperament assessment before a boarding slot is confirmed.
Can the intake tell the difference between basic obedience and behavior correction requests?
Yes, the training goal question separates basic obedience, behavior correction, socialization, and advanced skills, and behavior correction carries the highest weight since it typically demands more specialized staff time.
What happens if a pet isn't up to date on vaccinations?
A no answer on the vaccination question lowers the lead's score and can trigger a request for updated records before you commit to a stay, since most boarding facilities require current vaccinations.
Does the intake confirm who can actually approve the program?
Yes, it asks whether the person submitting the form is the owner or an authorized caregiver, which helps you avoid scheduling a stay with someone who can't legally commit the pet.
How are enquiries for cats or other animals handled?
The animal type question separates dog, cat, and other animal requests up front, so trainers who only run dog board and train programs can filter or redirect those leads instead of booking a mismatched intake call.
What about leads who aren't sure how long they want their pet to stay?
The stay-length question offers a flexible or not sure option, which pairs with the start-timing answer so you can see whether the enquiry is a serious near-term booking or an early-stage inquiry.
Turn board and train visitors into qualified patients
Give every board and train visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book front-desk time.