Why the trial record matters
Current guidance says there must be a documented trial session for dogs to familiarise with each other before home boarding, including resident dogs. For premises boarding multiple dogs, the required higher standard also includes an overnight trial stay for stays longer than three nights.
Record who actually met
List the boarding dog, resident dog or other dogs involved. Note the date, whether the session included an overnight stay where relevant, how the introduction was managed and the outcome.
Describe behaviour, not labels
“Good dog” and “nervous dog” tell you very little. Record observable behaviour: ability to settle, response to separation, resource guarding concerns, play style, handling tolerance, reactions around doors or food, and any management needed.
A trial is not permanent permission
Dogs change. Household composition changes. Health and behaviour change. Keep the trial record as evidence of what was observed at the time and reassess when circumstances make the old trial less relevant.
Plan the trial around the proposed stay
A useful trial tests the things that will matter in the real booking: arrival at the property, introductions to resident or other boarding dogs, settling in the designated room, handling, feeding routines, doors and gates, time away from the owner and any known triggers. A ten-minute greeting on the pavement may be friendly, but it does not test much of the actual environment.
Record observable outcomes
Use concrete notes such as “settled on bed after five minutes,” “stiffened when another dog approached food bowl,” or “paced when owner left but accepted food after ten minutes.” Observations are easier to review than labels such as “dominant,” “fine” or “anxious,” which different people can interpret differently.
Document the decision and management plan
The end of the trial should record what you decided: suitable as planned, suitable with management changes, needs another session, or not suitable for the proposed arrangement. If you changed the room plan, feeding plan, dog mix or supervision approach, capture that while the reasoning is fresh.
Know when a new trial makes sense
Consider a new familiarisation process when the environment or dog group changes substantially, after a long gap, or when health or behaviour has changed. The old record remains useful evidence of what happened then; it should not be treated as a lifetime guarantee of compatibility.
BoardingReady helps organise records and evidence. It does not provide legal advice or guarantee licence compliance. Check the conditions on your licence and current local authority requirements.

