Pet sitting first client visit checklist
For a professional pet sitter meeting a new household before accepting regular visits. It covers service details and safe handover information, not veterinary guidance.
What to get
Client address
Client phone number
Emergency contact number
Veterinary clinic contact
Pet names
Pet species and breed notes
Pet feeding schedule
Food storage location
Treat permission notes
Walk schedule
Litter tray routine
Medication instructions supplied by owner
Behavior notes
Trigger or fear notes
Other animal household notes
Home entry method
Alarm instructions
Spare key handover form
Parking instructions
Wi-Fi details if needed
Waste bag location
Cleaning supply location
Pet carrier location
Leash and harness location
Toys and enrichment items
Visit report template
Pet photo permission
Service agreement
Payment arrangement
Next visit dates
Who this list is for
This checklist is made for professional pet sitters preparing for a first-time visit with a new client’s household. If you’re meeting the pets and owners before agreeing to regular visits, this list helps you gather the right details for safe, reliable care. It’s not for pet owners or for handling medical emergencies—stick to service and handover basics here.
How to use this list
Bring this checklist to your initial meeting, either printed or on your phone. Start by confirming the client address and phone number. Collect an emergency contact number and the veterinary clinic’s details. Write down pet names, species, and breed notes. Ask about the feeding schedule and where food is stored. Clarify if treats are allowed. Review the walk schedule and litter tray routine. If there are medications, get written instructions from the owner. Record any behavior notes and specific triggers or fears. Check off each item as you discuss it, and ask follow-up questions if anything is unclear.
What to skip
Don’t try to give medical advice or interpret medication instructions yourself—always use what the owner provides. Avoid assuming routines are the same for every pet. Skip asking about veterinary details unless the owner is comfortable sharing. Don’t overlook treat permissions; not every pet can have them. Resist the urge to rush through behavior or trigger notes—these details matter.
What is on this list
Key items include client address, client phone number, emergency contact number, and veterinary clinic contact. You’ll also see pet names, pet species and breed notes, pet feeding schedule, food storage location, treat permission notes, walk schedule, litter tray routine, medication instructions supplied by owner, behavior notes, and trigger or fear notes. Cross off anything you already have, but double-check details for accuracy.
After the visit
Review your notes as soon as the meeting ends. If you missed any information, follow up with the client right away. Organize the details in your client records before your first official visit. This helps you avoid confusion and shows the client you’re thorough and reliable. Always store sensitive information securely and respect the client’s privacy.
FAQ
Who is "Pet sitting first client visit checklist" for?
This checklist is made for professional pet sitters preparing for a first-time visit with a new client’s household. If you’re meeting the pets and owners before agreeing to regular visits, this list helps you gather the right details for safe, reliable care. It’s not for pet owners or for handling medical emergencies—stick to service and handover basics her…
How should I use "Pet sitting first client visit checklist"?
Bring this checklist to your initial meeting, either printed or on your phone. Start by confirming the client address and phone number. Collect an emergency contact number and the veterinary clinic’s details. Write down pet names, species, and breed notes. Ask about the feeding schedule and where food is stored. Clarify if treats are allowed. Review the wal…
What should I skip or avoid with "Pet sitting first client visit checklist"?
Don’t try to give medical advice or interpret medication instructions yourself—always use what the owner provides. Avoid assuming routines are the same for every pet. Skip asking about veterinary details unless the owner is comfortable sharing. Don’t overlook treat permissions; not every pet can have them. Resist the urge to rush through behavior or trigger…
What is on the "Pet sitting first client visit checklist" list?
Key items include client address, client phone number, emergency contact number, and veterinary clinic contact. You’ll also see pet names, pet species and breed notes, pet feeding schedule, food storage location, treat permission notes, walk schedule, litter tray routine, medication instructions supplied by owner, behavior notes, and trigger or fear notes…
What should I do when I am done?
Review your notes as soon as the meeting ends. If you missed any information, follow up with the client right away. Organize the details in your client records before your first official visit. This helps you avoid confusion and shows the client you’re thorough and reliable. Always store sensitive information securely and respect the client’s privacy.
Related lists
For general planning only. Valedo does not guarantee this list’s accuracy, completeness, or suitability. Verify information before relying on it. Not a substitute for professional advice or safety training.