Key Deliverables for Launch

To make sure your DocuPet setup goes smoothly, there are a few key items your organization will need to complete during implementation. These deliverables help us build your system correctly and are essential for a successful launch.

Your Implementation Specialist will guide you through deadlines and expectations, but the overview below explains what’s needed.

 

Veterinary Clinic List

• We’ll need a full list of veterinary clinics that pet owners in your area commonly use.

• Once submitted, this list gets added into DocuPet so pet owners can simply choose their clinic from a dropdown when updating their pet’s profile.

• You can include clinics outside your jurisdiction if they’re still commonly used by your community.

• This information will show up under the Medical section of a pet’s profile.

• Please use the template provided by your Implementation Specialist when submitting.

 

The template can also be found at the bottom of this article.

 

ACH/EFT Form

• This form is how we set up your organization to receive monthly payouts from online license sales.

• Your finance team can either complete it digitally or print and sign it manually—whatever works best for you.

• Just make sure the banking details and contact emails are accurate, since this is what we use for remittances and invoices.

Templates are different depending on your location:

• Canadian partners use the Canadian version.
• US partners use the US version.

You can find these forms at the bottom of this article. 

 

Administrative Access Needs

• You’ll also need to send us a list of everyone who needs access to DocuPet.

• This usually includes front desk staff, licensing teams, animal control officers, finance staff, and sometimes third-party partners or shelters.

• Each person will be set up with the right level of access based on what they need to do in the system.

• Everyone will receive their login details by email the afternoon before launch.

You can find it at the bottom of this article to download and complete.

 

Vendor Setup (Important for Reporting)

• As part of your admin access list, each user needs to be assigned a vendor.

• This is what determines how sales show up in your financial reports.

• If someone handles their own cash drawer or needs their sales tracked separately, they should have their own vendor.

• If everything is handled together at one location, a shared vendor (like your shelter or municipality name) is usually the simplest option.

• Either way, every transaction is still tied back to the individual staff member who processed it.

 

Implementation Plan Approval

• Once your Implementation Plan is ready, we’ll ask your organization to review and approve it.

• You can do this by replying to your Implementation Specialist by email, or by signing the document directly.

• This becomes the official reference for how your system is configured at launch.

Submitting Deliverables

• All deliverables should be sent to your Implementation Specialist or submitted through your Implementation Course.

• Just make sure your team coordinates internally first so everything is complete before sending it over.

• One submission per organization is all that’s needed.

 

Final Note

• These deliverables are what set the foundation for your launch. Getting them right makes everything else smoother (from setup to reporting to day-to-day use).

• If anything is unclear, your Implementation Specialist is there to help you through it.

 

Download the Files here: