Verification & KYC
Book the appointment, verify with PAN verify.
PAN verification checks an Indian Permanent Account Number and the name it belongs to. Verification is usually an appointment: documents to bring, a person to meet, a window where it can be done properly.
What is switched on depends on your plan and industry pack. Ask us to confirm before you build a process on it.
- 1Verification appointment booked
- 2Required documents listed
- 3Check completed with PAN verify
Illustrative flow, not a screenshot of a connected account.
What PAN verify brings to your booking workflow
A slot for the check
Book the meeting where PAN verify verification actually happens, with the time it needs.
Tell people what to bring
Booking questions and confirmation messages list the documents, so the appointment is not wasted.
Fewer repeat visits
Clear instructions and a reminder mean the second appointment is the exception.
How it works
Three steps to a connection you can trust. Follow the screens in your own account for the exact wording.
- 1
Create the verification type
Set length, location and who can perform the check.
- 2
List the requirements
Put the documents PAN verify needs into the booking questions and the confirmation.
- 3
Test the journey
Book, read the confirmation as a customer would, and check nothing is missing.
Where PAN verify sits in the catalogue
PAN verify is part of the core stack — the baseline every udaybooking account can turn on, whatever it sells.
Browse the full catalogueListed under
- India KYC
- KYC and verification
- Verification
Used by
Where this connection helps
Insurance & financial services
Loans and DSA work. KYC, credit data, e-sign and renewal reminders are the parts a generic stack does not cover. PAN verify belongs to that stack, and udaybooking books the appointments it produces.
CA & accounting practices
Ledgers, filings and verification. A practice runs on its books and on what it can prove about a client. PAN verify belongs to that stack, and udaybooking books the appointments it produces.
PAN verify questions
Does udaybooking store PAN verify results?
No. Verification outcomes belong in the system that performed them. The booking records that the appointment happened.
Can we take documents through the booking form?
Collect only what you must, and keep identity documents in systems designed to hold them.
Is PAN verify available on my plan?
PAN verify is in udaybooking's connector catalogue, and what is switched on depends on your plan and the industry pack you run. Ask us to confirm it for your account before you build a process around it.
Start scheduling with PAN verify.
Set up your booking page, connect what you already use, and let people pick a time that works.