Automate Client and Pet Registration using Flow template with Bots

The Client and Pet Registration Flow Template is used by vet clinics to enhance veterinary practices by automating the process of collecting data from animal guardians, completing medical forms, getting approvals, and finalizing billing.

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Make your vet practice more efficient with our pre-built template

Streamline your veterinary practices and improve customer service with airSlate’s no-code document workflow automation. Configure the [Form template] Flow Template in minutes to reduce time on routine tasks like data collection and billing. Share forms with pet owners via a public link, SMS, or email, and get forms completed without delay.

This ready-to-use Template allows you to:

  1. Customize forms and documents, by dragging and dropping new fields.
  2. Standardize entire review and approval processes.
  3. Transfer the collected information to your CRM system or Google Sheets.
  4. Automate the entire process with no-code Bots.

Configure a paperless workflow to increase the efficiency of your team and improve the customer experience with no-code document workflow automation by airSlate.

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Save an average of 8 hours per week with an automated Client and Pet Registration workflow

Spend an average of 10 minutes to complete a Client and Pet Registration document

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No-code automation, integrations, configuration and distribution of Client and Pet Registration

  • Add additional fillable fields to Client and Pet Registration

    Workflow document feature example Workflow document feature example
  • Embed fillable Client and Pet Registration in your website or distribute it via a public link

    Workflow document feature example Workflow document feature example
  • Collect payments for Client and Pet Registration

    Workflow document feature example Workflow document feature example
  • Authenticate recipients for Client and Pet Registration

    Workflow document feature example Workflow document feature example
  • Request attachments for Client and Pet Registration from recipients

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  • Integrate Client and Pet Registration with dynamic web-forms

    Workflow document feature example Workflow document feature example
  • Auto-generate documents from data in Client and Pet Registration

    Workflow document feature example Workflow document feature example
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Automate business interactions with airSlate products

Deploy any business process with an all-in-one no-code automation platform.

No-code Bot automation for any workflow

Automate multi-step workflows with ready-to-use Bots, from document routing and notifications to generating documents pre-filled with CRM data.
Automation bots
Automate every step of your workflow: reminders and notifications, document population with data from other documents, assigning permissions, archiving and more.
Integration bots
Go beyond airSlate and make the CRMs and services that you already use a part of your automated workflows. Expand automation to third-party services without the need to code or pay for API integration.

Top-notch security and compliance

Stay up to date with industry-leading security standards to protect your sensitive information
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SOC 2 Type II Certified
System and Organization Controls (Type â…¡)
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GDPR compliance
General Data Protection Regulation
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HIPAA compliance
Health Insurance Portability and Accountability Act

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Questions & answers

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HOW iT WORKS

How to Automate Client and Pet Registration using Flow template with Bots

Watch our quick user guide video and learn how to use the Automate Client and Pet Registration using Flow template with Bots. Our instructions show how to automate, sync, and streamline document workflows without coding.

How to Automate Client and Pet Registration using Flow template with Bots

Check this out. I just built my very own chat  bot on my website, so I could ask what are your   open hours? And look at that! I could buy a  Kevin Cookie Company cookies late at night.   That's really perfect for those late night  munchies. Today we are going to learn how to   use Microsoft's Power Virtual Agents or what I  like to call PVA. We're going to learn how you   can create your very own chat bot. Chat bots  are perfect for answering routine questions,   for collecting information, for filing help  desk requests, and so many other scenarios.   Your chat bot can interact on your website,  you could have it respond to Facebook messages,   you could have it talk to people in Microsoft  Teams, or even respond to text messages. There   are so many different ways that you can use it,  and the really great news is it's low code meaning   that it's very simple and intuitive to use. If you  can watch this video, you'll know how to make your   own chat bot. Let's learn how to do this. We're  going to look at two separate paths for how you   can get PVA, and they both require a Microsoft  work or school account, and unfortunately,   if you have a Microsoft personal or consumer  account, you won't be able to use this.   The good news is though you can sign up for a  free one-month trial to test out a work account.   You could click on the link up above or also  down below in the description. The first way   to get PVA is directly in Microsoft Teams. Over on  the left-hand side, click on the three dots or the   ellipsis and then search for Power Virtual Agents.  Click on this option, and then click on add. You   can now create your chat bot. Second, head to  the website .com,   and then click on start free, and here too you can  also create your chat bot. Now either approach has   the same exact interface, so whichever one  you choose, you'll be able to follow along.   The key difference is if you create it through  Microsoft Teams, it'll optimize the permissions   for Microsoft Teams. In this video, I'll create it  directly through the website. On the PVA homepage,   let's click on the start free button, and on the  next page, sign in with your credentials. Once   you finish signing in, you'll need to set up your  PVA account. Here you can select your country or   region, and once you select that, let's click on  get started, and look at that, we now have a PVA   account. Let's click on get started. This  now drops us into the main PVA interface.   Right here, let's click on got it. Here  we see a welcome message, and here again,   let's click on get started. Next it asks us to  start creating our chat bot, but in this video,   I want to use the new experience, so in the top  right-hand corner, let's