Puppy Program Onboarding
- 1Owner completes intake form and signs waiver
- 2System checks for uploaded vaccination records
- 3Auto confirmation sent with a 'What to Bring' checklist
- 4First session reminder sent 24 hours prior
Systems for Dog Trainers
Modern Systems for Professional Dog Trainers
Dog trainers earn their income through private lessons, board and trains, and group classes. Profit leaks occur when owners forget their sessions, vaccination records go missing, or follow-up homework isn't sent after a breakthrough session.
Pet Services
- Automated Intake Filtering
- Vaccination Portal
- Post Session Homework
- Board and Train Updates
- Appointment Deposit Collection
How the business actually works
How the work flows, start to finish.
- 01
Inquiry
A prospective client reaches out regarding behavioral issues or basic puppy manners.
- 02
Vetting
The trainer assesses if the dog is a fit for their specific methods or facility.
- 03
Onboarding
Collection of temperament assessments, liability waivers, and up to date vaccination records.
- 04
Scheduling
Booking the initial evaluation or the first block of a multi week program.
- 05
Active Training
Executing the curriculum through sessions, board and train stays, or group workshops.
- 06
Owner Transfer
Teaching the human handlers how to maintain the behaviors through homework and video clips.
- 07
Maintenance
Periodic check ins or advanced classes to ensure long term success and reliability.
Where it leaks
Common problems for dog trainers.
01
Chasing Vaccinations
Starting a session without proof of rabies or distemper shots creates massive liability. Manually reminding owners to upload PDFs is a constant administrative drain.
02
Homework Compliance
Training fails when owners do not practice between sessions. Without automated delivery of video tutorials and notes, clients lose progress and blame the trainer.
03
No Show Losses
Empty slots in a packed schedule represent lost revenue that cannot be recovered. Last minute cancellations without automated deposits or reminders hurt the bottom line.
04
Intake Bottlenecks
Spending hours on the phone explaining pricing and availability to unqualified leads is inefficient. Many trainers lack a filtered intake process to prioritize reactive cases.
05
Scattered Communication
Client updates are often lost across text, social media messages, and email. Professionalism suffers when a dog's progress report is buried in a personal inbox.
What LATTICE can build
Systems built around how you work.
Automated Intake Filtering
Custom forms capture dog age, breed, and behavior history before you ever pick up the phone.
Vaccination Portal
A secure client portal where owners upload records that trigger expiration reminders for the trainer.
Post Session Homework
Triggered emails that send specific training videos and PDF guides immediately after a session ends.
Board and Train Updates
Streamlined workflows to send daily photo and video updates to owners while their dogs are in your care.
Appointment Deposit Collection
Integrated payments that require a commitment fee at the time of booking to reduce ghosting.
Review Generation
Automatic requests for a public review once a client completes their final graduation session.
Example systems
What it looks like in practice.
Board and Train Pipeline
- 1Deposit paid and drop off date confirmed
- 2Daily automated SMS with a link to the dog's progress folder
- 3Final balance invoice sent 48 hours before go home session
- 4Post stay follow up sequence starts 7 days after return
Behavioral Lead Vetting
- 1Lead indicates aggression or anxiety on website
- 2AI receptionist asks clarifying questions about bite history
- 3Trainer receives prioritized notification for high needs cases
- 4Calendar link sent only after lead is approved by trainer
Have a different problem?
Tell us what's slowing the business down. LATTICE can build around the way your business operates.
Questions from dog trainers
How do I handle vaccination records without manual filing?
The system includes a document upload feature within the client portal. You can set expiration dates for each dog, and the software will automatically notify the owner when a booster is due, preventing them from booking until it is updated.
Can I automate the homework I give to owners?
Yes. You can build a library of notes and videos that are triggered by the completion of specific milestones. This ensures the human half of the team stays consistent with the dog's progress.
Will this help with last minute cancellations?
By requiring deposits at the time of booking and sending automated SMS reminders, you significantly reduce no shows. You can also set a cancellation policy that must be digitally signed during intake.
How do I manage different types of training services?
The platform allows for distinct workflows for group classes, private lessons, and board and trains. Each service type can have its own unique intake requirements and follow up sequences.
Can I keep my personal and business messages separate?
The unified inbox centralizes all client communications from SMS, email, and social media into one dashboard. This allows you to maintain professional boundaries while keeping a full history of every dog's journey.