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Pet Services · Free Template · ~8 steps

Pet Boarding Check-In Procedure

Pet boarding facility owners who want a consistent intake procedure that prevents disputes and captures everything needed for a safe stay.

Who it's for

Boarding facility staff member checking in a pet

When to run it

Every pet check-in

Before you start

  • Reservation confirmed in the system
  • Boarding agreement with emergency authorization form printed or on digital device
  • Pet's designated run or suite assigned and clean

The procedure

Step-by-step, in order. Each step has the action and the reason it matters.

  1. 1

    Greet owner and pull reservation — confirm stay dates and services

    Pull the reservation on arrival. Read back the check-in date, check-out date, and any add-on services (grooming, training, daycare days) to the owner while they listen. Corrections happen at check-in, not check-out.

  2. 2

    Health screening — visual check with owner present

    Check eyes (discharge), nose (runny), coat (visible parasites, open wounds), body condition (ribs visible = note it). Any sign of contagious illness (kennel cough symptoms — honking cough, nasal discharge) = decline the reservation. This protects your entire facility.

  3. 3

    Confirm vaccination records — do not accept verbal confirmation

    Rabies, DHPP, and Bordetella must be on file and current. Rabies certificate must show expiration date. If a record is missing: owner can upload later is not an option. Hold the animal in a separate area until records are received, or decline.

  4. 4

    Capture feeding schedule and diet details

    Record: brand and type of food, amount per feeding, feeding frequency, any supplements. Ask: does the pet eat on schedule or free-choice? Any history of food guarding or aggression at the bowl? Write this on the boarding card — do not rely on staff memory across a 10-day stay.

  5. 5

    Capture behavioral notes

    Ask: any known aggression with other dogs, strangers, children? Any escape history? Any anxiety triggers (thunder, fireworks, men with hats)? Document on the boarding card. A dog bite to a staff member is workers comp and a liability claim. Ask, document, act on the answers.

  6. 6

    Emergency authorization — get it in writing before the owner leaves

    Boarding agreement must include: emergency vet authorization (yes/no), spending limit for emergency care, preferred vet name and number, and backup contact. If the pet requires emergency surgery at 2am, you need the owner's written authorization from check-in, not a voicemail.

  7. 7

    Label all personal items — food, medications, toys

    Every item from the owner gets the pet's name on it before it goes to the kennel. Pets' food is separated and labeled by day. Medications go into a locked med bin with dosing instructions written on the bag. Treat 'just a toy' with the same care as medication — owners remember their dog's blanket.

  8. 8

    Walk the owner out — confirm pickup window and contact

    State the check-out window and confirm the pickup contact. If a different person is picking up, get their name and photo ID requirement now. Walk the owner to the door — do not end check-in at the front desk with a 'we'll take it from here.'

Verify when done

  • Vaccination records verified — physical copies or upload confirmed
  • Emergency authorization signed before owner departs
  • All personal items labeled
  • Feeding schedule on boarding card
  • Behavioral notes documented

Common mistakes

  • Accepting verbal vaccination confirmation
  • Not getting emergency authorization before the owner leaves
  • Skipping behavioral notes on a 'friendly-looking' dog
  • Failing to label personal items — causes disputes at checkout

Trainer notes

The vaccination check is a hard stop — not a soft ask. One case of Bordetella from an unvaccinated dog can infect 20 dogs in a weekend. The owner inconvenience of being turned away is smaller than the liability of a facility outbreak.

Common questions

Who should run the pet boarding check-in procedure?

Boarding facility staff member checking in a pet

When should this pet services procedure be run?

Every pet check-in

How many steps does the pet boarding check-in procedure have?

8 steps. The procedure starts with "Greet owner and pull reservation — confirm stay dates and services" and ends with "Walk the owner out — confirm pickup window and contact". Each step in between has the action and the reason it matters.

What's the most common mistake when running this procedure?

Accepting verbal vaccination confirmation. The vaccination check is a hard stop — not a soft ask. One case of Bordetella from an unvaccinated dog can infect 20 dogs in a weekend. The owner inconvenience of being turned away is smaller than the liability of a facility outbreak.

Can I get a custom version written for my pet services business?

Yes. TalkNDone generates a custom SOP from your voice or text description in about 5 minutes — written using your team's words, your equipment, and your specific procedure. $49 one-time, free preview before you pay, no subscription. Start at talkndone.com.

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Example output

SOP · PDF · Pet Services

Pet Boarding Check-In Procedure

  1. 1.Pull the reservation on arrival. Read back the check-in date, check-out date, and any add-on services (grooming, training, daycare days) to the owner while they listen. Corrections happen at check-in, not check-out.
  2. 2.Check eyes (discharge), nose (runny), coat (visible parasites, open wounds), body condition (ribs visible = note it). Any sign of contagious illness (kennel cough symptoms — honking cough, nasal discharge) = decline the reservation. This protects your entire facility.
  3. 3.Rabies, DHPP, and Bordetella must be on file and current. Rabies certificate must show expiration date. If a record is missing: owner can upload later is not an option. Hold the animal in a separate area until records are received, or decline.
  4. 4.Record: brand and type of food, amount per feeding, feeding frequency, any supplements. Ask: does the pet eat on schedule or free-choice? Any history of food guarding or aggression at the bowl? Write this on the boarding card — do not rely on staff memory across a 10-day stay.
  5. 5.Ask: any known aggression with other dogs, strangers, children? Any escape history? Any anxiety triggers (thunder, fireworks, men with hats)? Document on the boarding card. A dog bite to a staff member is workers comp and a liability claim. Ask, document, act on the answers.
  6. 6.Boarding agreement must include: emergency vet authorization (yes/no), spending limit for emergency care, preferred vet name and number, and backup contact. If the pet requires emergency surgery at 2am, you need the owner's written authorization from check-in, not a voicemail.

Your SOP will be formatted like this — written in your words, specific to your business.

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