Separate records by purpose
Keep client and pet profiles, bookings, invoices, access, medication and incidents in distinct sections. This makes updates and permissions easier.
BUSINESS RECORDS
Pet Sitter Record Keeping Guide
Organize client, pet, booking, payment, access, medication and incident records while limiting unnecessary sensitive information.
Personalize previews free. Export all 8 PDFs for $29 once.
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Control sensitive access
Limit keys, alarm instructions, medical information and private home details to the people who need them. Use appropriate security and backups.
Create a retention routine
Decide when records are reviewed, archived or deleted based on business, insurance and local requirements. Keep the current version obvious.
COMMON QUESTIONS
Practical answers.
Should access codes be stored with general client notes?
Sensitive access details deserve stronger controls and should not be exposed in routine notes.
What should be updated before every booking?
Confirm contacts, health, medication, care routines, access and emergency information.
How long must records be kept?
Requirements vary. Set a policy with qualified accounting, insurance or legal guidance for your location.
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.