Pet Sitter New Client Checklist with Visit Schedule - Editable PDF

Organize new client details and requested pet care visits with this Pet Sitter New Client Checklist with Visit Schedule. The one-page printable keeps contact information, pet types, visit dates and times, office onboarding tasks, and notes together for easier client setup.

Designed for pet sitters and pet care businesses providing scheduled visits, this version includes a visit-planning table. The Office Checklist text is editable, allowing you to replace the sample tasks with the onboarding steps used in your own business.

New Client Information in One Place

• Contact Information: Record the client’s name, phone number, email address, and home address.
• Pet Details: List up to five types of pets and the number of each in the household.
• Visits Requested: Record requested service dates and times in an organized visit schedule.
• Office Checklist: Track onboarding and administrative steps using eight editable checklist lines.
• Notes: Use the lined area for additional client details, questions, reminders, or follow-up information.

Plan Requested Pet Care Visits

The Visits Requested section includes three Date and Time column pairs with five rows, providing space to record up to 15 requested visits on one client page.

Use the schedule for pet sitting visits, feeding visits, dog walks, check-ins, medication visits, or other services offered by your pet care business.

Editable Office Checklist

The Office Checklist includes eight checkbox lines for tracking the steps required to prepare a new client and job. Sample tasks shown on the form include adding meetings and jobs to a calendar, emailing or collecting client forms, setting up a client portal, and confirming sitter availability.

The checklist wording is editable. Replace the sample text with the administrative tasks used in your own workflow. The font, font size, checkbox placement, and page layout remain as shown.

Adobe Acrobat Reader or another PDF reader with comparable form-editing support is recommended for changing the designated checklist fields.

Designed for Visit-Based Pet Care Services

This version is intended for clients requesting scheduled visits. It's a practical option for businesses that provide drop-in visits, dog walking, feeding, daytime care, or similar appointment-based services.

Useful for Pet Care Businesses

• Independent pet sitters
• Dog walking businesses
• Drop-in pet care services
• Small pet sitting companies
• Pet care office and administrative staff
• Businesses assigning visits to multiple sitters
• New client onboarding and job setup
• Paper-based pet business recordkeeping

Binder-Friendly Client Records

The page includes additional space along the left side for a standard three-hole punch. Keep completed forms in a pet sitting business binder, organized alphabetically, by service date, or by active client status.

Printing one page for each new client gives you a consistent paper reference for contact details, requested visits, onboarding progress, and notes.

How to Use

1. Write the date at the top of the form.
2. Record the new client’s contact information.
3. List the types and number of pets in the household.
4. Add each requested visit date and time.
5. Customize the Office Checklist wording if needed.
6. Mark onboarding and scheduling tasks as they are completed.
7. Add questions, reminders, or supporting information in the Notes section.
8. Store the completed page securely with the client’s business records.

Product Features

• One-page new pet care client checklist
• Client name, phone, email, and address fields
• Space for up to five pet types and quantities
• Visit schedule with up to 15 date and time entries
• Eight-line editable Office Checklist
• Three-line notes section
• Date field at the top
• Extra left margin for three-hole punching
• Designed for visit-based pet sitting services
• Print additional pages for new clients as needed

Specifications

• One printable PDF page
• US Letter size: 8.5 x 11 inches
• Portrait orientation
• Black, white, and grayscale design
• Designated Office Checklist text is editable
• Fonts, font sizes, colors, and layout remain fixed as shown
• Adobe Acrobat Reader or comparable PDF software recommended for editing
• Suitable for a standard three-ring business binder
• Print at home or through a local printing service

Browse more printable caregiver, pet care, health, and household recordkeeping forms in the Caregiver, Health, and Housekeeping Forms collection.

Please note: This is a digital product. No physical item(s) will be shipped. Binder, paper, writing tools, client folders, pet supplies, and display items are not included.

This printable is intended only for business planning, organization, and recordkeeping. It does not replace client agreements, veterinary instructions, emergency plans, insurance requirements, legal documents, or professional pet care guidance.