Welcome new pet owners before they arrive at the door.
New clients want to know your intake process, and you want their details before the first visit. Chatref does both in one conversation — so check-in takes seconds, not a clipboard.
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Why it matters
The problem this solves.
The challenge
New pet owners land on your site with intake questions — what to bring, which forms to fill, whether you accept their pet's
What it costs
If the first visit experience feels disorganised, new clients don't come back. And paper intake forms at check-in slow down a
The Chatref way
Chatref answers new-client questions from your content and collects pet history, owner contact, and preferences in chat before
The Chatref solution
How Chatref handles new client intake.
A prospective new client asks what they need to bring. Chatref answers from your new-client guide, then walks them through the intake — pet history, vaccination records, owner contact, species, and breed — delivering a complete file to your team before they arrive.
Real questions
What Chatref answers here.
What do I need to bring to my first appointment?
Do you accept rabbits as new clients?
How do I register my new puppy with your clinic?
Do you need my pet's vaccination history at the first visit?
Can I fill in the intake form online before I come in?
Loved by support teams
Vet clinics, turning new enquiries into organised first visits.
How clinics use Chatref to collect new client details before the first appointment.
New clients used to show up with no paperwork and a lot of questions. Now Chatref walks them through registration in chat beforehand — our front desk knows who's coming and what pet they're bringing.
The intake form that arrives through Chatref has more information than what we got from our paper form. Pet owners fill it out more carefully when they are at home.
New client calls used to take 10 minutes each. Chatref collects all those details in chat and sends us a clean summary.
of new client intake collected before the first visit
Our new client no-show rate dropped once we started collecting intake upfront. People who fill in the form actually turn up.
Can a chat widget replace the new-patient clipboard form at a vet clinic?
Yes. Chatref collects the same fields in a structured chat conversation and delivers them as a digital intake summary — no clipboard, no manual data entry.
What details does Chatref collect for a new pet intake?
Pet name, species, breed, age, vaccination history, any known conditions, owner contact details, and visit preferences — whatever your intake form requires.
What if a new client has a species or breed you don't see?
Chatref answers accepted species questions from your content and, if you don't see a particular animal, routes the enquiry to your team with the full chat history.
How long does the chat intake take for a new client?
Most new client intakes complete in under five minutes. Pet owners do it at home on their own time, not in your waiting room.
Onboard new clients before they walk through the door.
Point Chatref at your new-client guide, configure your intake fields, and start collecting pet histories in chat — free to start.
Part of Chatref for Veterinary Clinics · Healthcare hub · pricing.