Know the pet, not just the owner
Record feeding, walks, sleep, temperament, triggers, hiding places and household rules. Details that feel obvious to the owner are often the details a sitter needs most.
CLIENT ONBOARDING TEMPLATE
Use a clear pet sitter client intake form to collect owner contacts, pet routines, behavior, health details and access instructions before service begins.
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Record feeding, walks, sleep, temperament, triggers, hiding places and household rules. Details that feel obvious to the owner are often the details a sitter needs most.
Collect veterinarian information, medications, allergies, emergency contacts and authorization preferences while everyone is calm—not during an urgent situation.
Use the form as an agenda. Confirm each answer in person, add observations and identify anything that needs a follow-up before the booking.
COMMON QUESTIONS
Send it before the meet-and-greet so the client can gather accurate medical, feeding and contact information.
Use a shared household section plus a separate profile for each pet when routines, medications or behavior differ.
Always confirm emergency contacts, veterinarian details, medication instructions and a reliable way to enter and secure the home.
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The paid pack contains eight documents: client and pet intake, price sheet, care instructions, visit report, emergency card, welcome guide, home access log and policies. The 50 resource pages are free guides; they are not 50 downloadable templates.