KYC & document verification
How facilities verify parent identity and how it affects booking approval.
Why KYC matters
KYC (Know Your Customer) lets facilities verify a parent's identity before confirming a boarding stay. This protects both the facility and the dogs in their care. KYC is optional — facilities can enable or disable it in their settings. When enabled, parents need at least one verified document before their booking moves from 'pending approval' to 'confirmed'.
Supported document types
BOS.dog accepts five types of Indian identity documents: Aadhaar Card (12-digit UID), Driving License, Voter ID (EPIC card), PAN Card, and Passport. Parents upload photos or PDFs of their document through the portal, intake form, or staff can upload on their behalf. Any single verified document is sufficient.
Verification workflow
Documents move through a simple status flow. When uploaded, a document starts as 'pending'. Staff reviews it on the parent's profile page and either verifies it (marking the parent as KYC-complete) or rejects it with a reason — for example, 'photo is blurry' or 'document expired'. Rejected documents can be re-uploaded by the parent.
KYC and booking status
When KYC is required by the facility, new bookings for parents without a verified document are created as 'pending approval' rather than 'confirmed'. The booking isn't rejected — it's held until the parent completes verification. Once a document is verified, the booking can be confirmed. This applies across all booking creation paths: the onboarding wizard, lead conversion, and direct booking.
KYC badge on parent tables
The parent list shows a color-coded KYC badge next to each parent: gray for 'none' (no documents uploaded), amber for 'pending' (awaiting review), green for 'verified', and red for 'rejected'. For parents who aren't yet verified, a WhatsApp button appears next to the badge — tap it to send a pre-composed message with a direct link to the document upload page in the portal.
Push notifications for rejection
When a staff member rejects a document, the parent receives a web push notification (if they've subscribed on the portal) with the document type and rejection reason — for example, 'Driving License was rejected: photo is blurry. Please upload a new one.' This reduces back-and-forth and gets the parent to re-upload faster.