Yes. PocketSuite’s Contracts & Forms feature lets a pet boarding, daycare, or grooming business send intake forms, liability waivers, and other agreements to a client’s phone or inbox as soon as a reservation is made, with e-signature built in so nothing has to be printed, scanned, or handled at drop-off.
PocketSuite powers 7,000+ service businesses, including 1,000+ pet service businesses, whose clients have collectively processed nearly $1 billion in income and scheduled over 9.2 million appointments. Getting paperwork out of the way before a pet ever walks through the door is one of the simplest ways a facility keeps its check-in line moving.
Default contracts are pre-loaded based on the industry a business selects during setup, and a business can also upload its own existing contract for PocketSuite to build into the account. Every one of those forms can be attached directly to an appointment or invoice, so a client is prompted to review and sign before the reservation is considered complete.
How a Client Actually Signs a Form Before Arrival
Once a form is attached to a reservation, the client gets a link by text or email and signs with a finger or a mouse, right on their own phone or computer, no login or app download required. The signed form is stored on the client’s profile automatically, attached to that specific booking, so staff can pull it up the moment a pet checks in rather than digging through a filing cabinet or a separate e-signature tool.
That link-based signing is what makes same-day compliance realistic. A client who books a boarding stay for next weekend can get the waiver, sign it from their couch that night, and never think about paperwork again until pickup.
Unlimited Contracts, Not Just One Generic Waiver
Contracts & Forms does not cap how many different agreements a business can use. A facility can keep a general liability waiver, a separate boarding-specific agreement, a photo-release form, and a cancellation policy all live at once, each one attached to whichever service or appointment type it actually applies to.
“It has to be bite history. On our intake form, we ask whether the dog has any bite history, and that one question is crucial for delivering a safer service. The form covers other essentials too — vaccine status, location, and the dog’s story.” said Terra Ruiz, owner, Wholistic Canine, describing why the specific questions on an intake form matter as much as having one at all. A safer service starts with the right information being collected before a pet ever arrives, not after something has already gone wrong.
Watch: From First Booking to Forever Client: How Intake Shapes the Pet Parent Relationship
Forms as Formatted PDFs, Not Just a Signature Line
A completed contract can be sent to a client as a formatted PDF by email or text, giving them their own copy for reference without a staff member having to print or scan anything. That same PDF stays attached to the client’s record inside PocketSuite, so a business has a permanent, organized paper trail without keeping a physical file for every client.
For a facility that has historically kept paper waivers in a binder at the front desk, moving that same process online does not change what gets collected, it just removes the risk of a lost or illegible paper copy right when it is needed most.
Why This Matters Most on a Busy Move-In Day
A facility with several arrivals scheduled around the same time window loses real minutes per client to paperwork if every form has to be filled out by hand at the counter. Getting that signed before arrival turns check-in into confirming a few details and walking a pet back, instead of a clipboard and a pen at a crowded front desk.
That time savings compounds during the highest-traffic stretches of the year, holiday weekends and the first day of a busy boarding season, exactly when a facility has the least room for a slow-moving line.
Getting Started With Digital Intake
A business new to Contracts & Forms can start with the industry-default contracts already loaded into the account, then add or upload anything specific to how that facility actually operates. PocketSuite’s White-Glove Onboarding can also build a business’s existing paper forms into the system as part of getting started, so nothing gets lost in the switch from paper to digital.
Once the first form is live and attached to a service, every future booking for that service automatically carries the same requirement, so a business does not have to remember to attach it manually appointment by appointment.
What Switching From Paper Actually Involves
A business moving off paper intake forms is not starting from zero. PocketSuite’s onboarding process includes a data migration step that securely imports existing client lists, pet profiles, intake forms, and waivers from whatever a business used before, spreadsheets, another system, or a paper filing cabinet, so historical records do not get left behind in the switch.
That same migration step also covers vet and vaccination records and credit card authorization agreements, so a facility digitizing its intake process is not starting two separate projects, one for new clients going forward and another to somehow backfill everyone already on file.
Getting Help If a Question Comes Up
A business setting up its first digital forms can reach PocketSuite’s in-app live chat for direct help from a Product Expert, available 10 hours a day, seven days a week, or request an ASAP Call for a live 1:1 session with a callback within 15 to 30 minutes. Neither option requires waiting on a ticket queue to hear back.
For a business that wants more hands-on help building out its specific forms and contracts, PocketSuite’s onboarding team can build a facility’s existing paperwork into the account directly as part of getting started, rather than a business figuring out the setup entirely on its own.
Consistency Across Multiple Locations
For a business running more than one location, each location typically configures its own forms and contracts within its own account, so a form built at one property can be used as a starting template for a second, rather than every new location building an intake process entirely from scratch. That said, the specific forms a location needs should still be checked against that location’s own services and local requirements, not copied blindly.
Keeping intake paperwork consistent across locations also makes staff training simpler for a growing operation, since an employee who moves between locations, or a manager overseeing more than one, encounters the same forms and the same signing flow everywhere.
Learning the System at a Business’s Own Pace
For a business that wants to explore Contracts & Forms further on its own timeline, PocketSuite’s Suite Center offers a searchable library of help articles and step-by-step guides available 24/7, and the Tutorial Library has short video walkthroughs covering setup for exactly this kind of feature, right inside the app or on Vimeo.
That self-paced option matters for a business that prefers to explore a new tool on a quiet afternoon rather than schedule a live call, while live support through in-app chat or an ASAP Call is still there the moment a question needs a direct answer instead.
Frequently Asked Questions
Yes. PocketSuite’s Contracts & Forms feature sends a signable form by text or email as soon as a reservation is made, and the client signs digitally from their own phone or computer.
There’s no limit. A facility can keep separate agreements for liability, boarding, photo release, or cancellation policy, each attached to the service it applies to.
Yes. A completed contract is stored on the client’s profile and attached to the specific booking, and a formatted PDF copy can be sent to the client for their own records.
Yes. A business can upload its own contract, or have it built into the account during White-Glove Onboarding, in addition to the industry-default contracts already included.
For most facilities, yes. Once a form is attached to a service, it’s automatically required on every future booking for that service without a staff member re-attaching it each time.
Yes. PocketSuite’s onboarding data migration process can import existing intake forms, waivers, and vaccination records so historical client paperwork isn’t left behind.
A signature at check-in should be the last step in a process, not the first thing that slows one down. Getting a client’s intake forms and waivers signed before they ever arrive turns move-in day into confirming a few details, not filling out paperwork from scratch.
For a facility that still hands a clipboard to every new client at the door, seeing what a fully digital intake flow looks like end to end is worth the fifteen minutes it takes.
