Bookings, deposits and client texts for a pet sitting business, with these forms ready to sign on your phone.
Free Pet Sitting Meet-and-Greet Checklist
What to cover when meeting a new client and pet: the walk-through, health and safety, and the paperwork.
This template is not legal advice. Check your state's rules.
Sitter Desk
Meet-and-Greet Checklist
Before the visit
☐ Confirm the date, time and address
☐ Send the client information form ahead
☐ Ask for vaccination records
Meeting the pet
☐ Let the pet come to you first
☐ See how the pet reacts to you, a leash and treats
☐ For boarding, introduce your own dog on neutral ground first
The home (for drop-ins)
☐ Food, treats, medications and supplies
☐ Meal amounts and times
☐ Leash, harness and waste bags
☐ Where the pet sleeps and spends the day
☐ Rooms that are off limits
☐ Thermostat, lights and any alarm
☐ Test the key or door code while the client is there
Health and safety
☐ Vet clinic, and the nearest emergency clinic
☐ How to give each medication
☐ Escape risks, fears and any bite history
☐ An emergency contact who can make decisions
Paperwork
☐ Service agreement signed
☐ Veterinary release signed
☐ Key and home access agreement signed
☐ Deposit and payment method agreed
Notes: