Qualify the inquiry
Confirm location, service, dates, pet type and essential safety needs before reserving time for onboarding.
NEW CLIENT CHECKLIST
Pet Sitter New Client Checklist
Complete qualification, forms, meet and greet, access, emergency planning, payment and confirmation for every new pet sitting client.
Personalize previews free. Export all 8 PDFs for $29 once.
No subscriptionNo card for previews
Complete the care handoff
Collect intake and emergency information, observe the pet, demonstrate routines and test access. Resolve missing details before confirmation.
Confirm the business terms
Send the quote, policies, payment requirement and final schedule. Store the current client record for the assigned caregiver.
COMMON QUESTIONS
Practical answers.
When should dates be held?
Define whether dates are tentative during onboarding and what payment or acknowledgement confirms them.
What can block confirmation?
Missing emergency information, unsafe access, unresolved behavior concerns or incomplete payment and terms are common blockers.
Should repeat clients use the same checklist?
Use a shorter returning-client version that verifies changes and the current booking.
What can I try free, and what does $29 include?
Reading this guide and personalizing the partial document previews are free. A one-time $29 payment unlocks the complete eight-document pack as printable PDFs. There is no subscription.
Can I export every resource on this website?
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.