Client Onboarding & Secure Claims

A new client rarely arrives as a neat database row. There is an email thread, a paper form, two pets with similar names, and an emergency contact hiding somewhere near the bottom. Wagify gives that information a guided route into the real client and pet records.

Operators can start onboarding for a manual client, prefill what is already known, add pets, and review care details before finalising. Drafts can be saved on the device, which is handy when the conversation is happening in a hallway rather than behind a desk.

Client-led onboarding uses a secure provider request. The client completes their care profile, answers the operator's active questions, supplies the required policy acknowledgements, and submits it for review. Questions can apply to the household or each pet and can be shaped by animal type and relevant services.

Existing manual records can be claimed through a private, one-use invitation rather than duplicated. Operators can review claim requests, approve the correct match, or reject a request that does not line up.

The finished onboarding record can include home and service location, emergency authority, pet health, medicines, vaccinations, temperament, and other service context. Less retyping for the operator, fewer gaps for the team, and a much friendlier first step for the client.