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Mandatory Document Uploads for Booking/Portal Access

Users need the ability to require clients to upload specific documents, such as vaccination records, before they can book services or gain access to the pet parent portal. This would ensure compliance with health regulations and company policies. Technical Details: This feature would likely involve adding an option to document types to mark them as "required" and linking this requirement to the booking and portal access workflows. It would also need a mechanism for clients to upload these documents and for staff to verify them.
Status: Completed1 comment

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Comments1

  • Lucas Steflor

    Team•

    Sep 3, 2025

    Hey @mackenzie.hessong , this will be included as part of the new Intake Forms feature! I’m hoping to finish this within the next 2-3 weeks.