Temperament Trial Workflow
- 1Owner submits inquiry form
- 2Automated link to schedule evaluation sent
- 3Reminder sent 24 hours before trial
- 4Post-trial status update sent to owner
Systems for Pet Facilities
Streamline Pet Stays and Owner Communication
Dog daycares generate revenue through recurring playgroups, boarding add-ons, and grooming services. Money most often slips away during manual check-in bottlenecks, unverified vaccination records, and forgotten upsell opportunities for long-term stays.
Pet Services
- Digital Vaccination Vault
- Automated Report Cards
- Waitlist Automation
- Add-on Reminders
- Self-Service Portals
How the business actually works
How the work flows, start to finish.
- 01
Inquiry
Prospective pet parents inquire about temperament testing and pack requirements via the website.
- 02
Evaluation
A trial day is scheduled to assess the dog's social behavior and play style.
- 03
Onboarding
Digital intake forms collect medical history, emergency contacts, and signed liability waivers.
- 04
Booking
Recurring daycare spots or seasonal boarding stays are confirmed in the facility calendar.
- 05
Check-in
Digital verification of current rabies and bordetella records occurs before the dog enters the play yard.
- 06
The Stay
Staff provide daily report cards and photos to keep owners engaged and at ease.
- 07
Departure
Automated billing processes and checkout summaries are sent as the dog is picked up.
- 08
Retention
Regular clients receive prompts to book upcoming holidays or maintenance grooming.
Where it leaks
Common problems for dog daycares.
01
Paperwork Bottlenecks
Manual tracking of vaccination expiration dates leads to liability risks and frantic morning check-ins. Without automated alerts, dogs may enter the facility with expired shots, compromising the health of the entire pack.
02
Missed Upsells
Busy staff often forget to offer nail trims, baths, or individual enrichment sessions during the drop-off rush. This results in significant lost revenue across dozens of daily visits.
03
Communication Fatigue
Pet parents expect frequent updates, but manual texting takes staff away from supervising playgroups. Failing to provide these updates can lead to owner anxiety and negative reviews.
04
No-Show Waste
Unconfirmed daycare reservations leave spots empty that could have been filled by waitlisted dogs. Without a structured reminder system, staffing costs remain high while revenue dips.
05
Billing Complexity
Calculating credits for multi-dog households or late pick-up fees often leads to errors and awkward front-desk conversations. Manual invoicing is slow and prone to oversight during peak hours.
What LATTICE can build
Systems built around how you work.
Digital Vaccination Vault
Automated requests collect and verify vet records before the first visit, with alerts sent to owners weeks before expiration.
Automated Report Cards
Staff can quickly trigger templated SMS updates with photos, keeping pet parents informed without leaving the yard.
Waitlist Automation
When a cancellation occurs, the system automatically texts the next client on the list to fill the open spot instantly.
Add-on Reminders
The booking flow prompts owners to add grooming or special treats, increasing average ticket size without staff intervention.
Self-Service Portals
Clients can update pet profiles, upload new documents, and view their history through a private, branded dashboard.
Temperament Test Triggers
Automation manages the follow-up after a trial day, sending either an invitation to book or feedback on socialization needs.
Late Fee Automation
System logs exact check-out times and applies late pick-up fees to invoices automatically based on your facility rules.
Reactivation Campaigns
The system identifies dogs who haven't visited in thirty days and sends a friendly check-in to encourage a return visit.
Example systems
What it looks like in practice.
Holiday Boarding Upsell
- 1Client books a multi-night stay
- 2System sends automated bath and brush offer
- 3Owner approves add-on via SMS
- 4Task added to grooming queue
Vaccination Renewal
- 1System detects record expires in 14 days
- 2Email and SMS alert sent to pet parent
- 3Owner uploads new certificate to portal
- 4Staff notified to approve document
Have a different problem?
Tell us what's slowing the business down. LATTICE can build around the way your business operates.
Questions from dog daycares
How does this handle multi-dog families?
The system links pet profiles under a single household account, allowing for coordinated scheduling and combined billing. You can apply specific household discounts or individual care notes for each animal while maintaining one communication thread for the owner.
Can it help with temperament test scheduling?
Yes, it creates a specific workflow for new inquiries to ensure every dog is properly vetted before joining a pack. You can set limits on how many evaluations happen per day to ensure staff have the capacity to monitor the new dog closely.
How are daily updates managed?
We use mobile-friendly workflows that allow your team to send quick status updates or photos directly to the client portal or via SMS. This satisfies the owner's desire for transparency without requiring a desk-bound receptionist to handle the traffic.
Will this track specific feeding and medication needs?
The client portal requires owners to provide detailed care instructions that stay pinned to the pet's digital profile. These instructions are easily accessible to handlers and can be updated by the owner at any time before a stay begins.
Can I automate my waitlist?
The system monitors your capacity limits and can automatically notify the next person in line when a spot opens up. This ensures your facility stays at optimal capacity and reduces the time staff spend on the phone filling last-minute gaps.