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Pet Care / Customer Intake

Pet Care Service Customer Intake

A US Letter printable customer intake for pet care service teams, with fields for pet / visit, customer details, scheduling, and operational notes.

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What’s included in this form

These fields match the downloadable PDF.

Business / service providerWrite or type your details
Business phone / emailWrite or type your details
Pet owner nameWrite or type your details
Pet owner phone / emailWrite or type your details
Service locationWrite or type your details
Record dateWrite or type your details
Pet profileWrite or type your details
Care instructionsFeeding · Walking · Grooming · Other (see notes)
Medication noteSpace for notes
Preferred contact methodPhone · Email · Text · Other
Requested pet / visitSpace for notes
Preferred scheduleWrite or type your details
Access / preparation notesSpace for notes
Additional intake notesSpace for notes

Download, fill in, and print

  1. Download the PDF and open the saved file in a PDF reader.
  2. Type into the fillable fields, or leave the form blank for handwriting.
  3. Choose US Letter (8.5 × 11 inches) and Actual size / 100% in the print dialog. Check the preview before printing.
  4. Keep completed forms in your own secure records.

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Using this form in your business

Use pet-care intake to gather the owner, pet profile, care instructions, medication note, routine, behavior, access, emergency contacts, schedule, and service expectations before accepting a booking. The form keeps operational care details organized without asking for unrelated personal information. It also highlights questions that need clarification or a meet-and-greet before the business prepares an estimate or assigns a caregiver.

Build the pet and household profile

Record owner contact, service location, pet profile, species, age as supplied, routine, feeding, walks, litter or cleanup, behavior, other animals, household boundaries, and preferred updates.

Document instructions and contacts

Enter care instructions, medication note, supplies, veterinarian and emergency contact information supplied by the owner, access method, key process, alarm procedure handled securely, and authorized decision contacts.

Prepare service and scheduling decisions

Record dates, frequency, duration, overnight or transport needs, meet-and-greet availability, and open questions. Move confirmed tasks into the estimate and later work order rather than assuming every request is accepted.

How to use this printable

  1. Review each pet’s routine with the owner.
  2. Record care, medication, access, supply, and contact details.
  3. Identify questions needing a meet-and-greet or clarification.
  4. Prepare the estimate and proposed care schedule.

Printing notes

  • Print on US Letter paper at 100% or Actual size so table rows and signature lines keep their intended spacing.
  • Use one copy for each customer, appointment, job, reporting period, or approval cycle instead of overwriting an earlier record.
  • Write in dark ink and scan the completed sheet if the business keeps a digital archive.

More forms for this workflow

Use a separate form for the next task. An appointment, estimate, work record and invoice serve different purposes.