CareNunnosShop

Pet sitting · Excel + Google Sheets

Pet Sitter Client Intake Form and Visit Report Template

A clear meet-and-greet, one profile per pet and a tidy visit report your clients actually want to read.

€6.90one-time payment

Buy the Intake & Visit Report Add-onSee what’s inside

Secure checkout and instant download via Payhip. Templates are in English.

Pet Sitter Client Intake & Visit Report Add-on dashboard preview with fictional demo data
Demo preview · fictional data
  • Excel + Google SheetsExcel workbook plus a prepared Google Sheets import file.
  • One-time purchasePay once, keep the files. No monthly subscription.
  • Blank + demo includedStart clean, or explore a filled demo with fictional data.
  • No macrosFormulas, dropdowns and protected calculation cells only.

What it helps you manage

One workbook that keepsthe work connected.

The Intake & Visit Report Add-on gives pet sitters a structured intake and reporting routine. Print the intake form empty for the meet-and-greet or prefilled for the client to check, keep one profile per animal, and turn each visit into a one-page client report. It works on its own or next to the Pet Sitting Business Tracker.

01

The first meeting

Print the Intake Form empty to fill in by hand, or select a client and print a prefilled copy with up to three pets.

02

Each animal’s routine

One pet profile per animal keeps routine and care notes separate and easy to find.

03

What happened at the visit

Visit reports record arrival, departure, food, water, enrichment, medication, mood, a photo link and the client update.

04

Incidents and keys

Incidents get an owner, status and resolution; key handovers use anonymous tags with Held, Overdue or Returned status.

Features

Everything inversion 1.3.

11 worksheets

  • Dashboard
  • Start
  • Settings
  • Client Intake
  • Pet Profiles
  • Visit Plans
  • Visit Reports
  • Incidents
  • Key Handover
  • Client Report
  • Intake Form
  • Printable one-page Client Intake Form – empty or prefilled with the client and up to three pets
  • Pet profiles with routine and care notes
  • Visit plans to confirm tasks and access before service
  • Visit reports with arrival, departure, food, water, enrichment, medication, mood, photo link and client update
  • Printable one-page Client Visit Report from a selected Report ID
  • Incident log with owner, status and resolution
  • Key handover log with anonymous tags and automatic status
  • Dashboard with active clients and pets, next 7 days, unsent reports, open incidents and overdue key tags

How it works

Five steps fromthe Quick Start.

The same order the version-matched Quick Start PDF walks you through.

  1. 1

    Meet the client

    Print the Intake Form empty for the meet-and-greet, or select a Client ID to print a prefilled copy to check.

  2. 2

    Record intake

    Create the client record with only the information needed for care, then add one pet profile per animal.

  3. 3

    Plan and report

    Confirm care and access in Visit Plans, complete one Visit Report per visit and mark it sent once the update is out.

  4. 4

    Incidents and keys

    Record incidents separately and track physical keys with anonymous tags.

  5. 5

    Print the report

    Select a Report ID on Client Report, review every field, then print or save as PDF (one A4 page).

What you receive

One ZIP withfive files.

Overview of the Blank workbook, filled Demo, Google Sheets import file, Quick Start guide and license.
  • 01

    Blank Excel workbook

    Your working file with formulas, dropdowns and protected calculation cells – no sample records.

  • 02

    Demo workbook

    The same system filled with fictional data, so you can see how every sheet connects before you start.

  • 03

    Google Sheets import file

    A separate XLSX prepared for upload to Google Drive and conversion to a native Google Sheet.

  • 04

    Quick Start PDF

    Version-matched setup steps: which file to open, what order to work in and what each sheet does.

  • 05

    License & use terms

    Clear single-business license and practical limits, in plain language.

Using Google Sheets?

Upload the import file to Google Drive, open it with Google Sheets and save it as a native Google Sheet before you enter real data. Excel sheet protection does not survive the conversion – keep a clean backup and avoid typing over calculated cells. The workbooks use US date and dollar formatting.

Is it right for you?

Made for some.Not for everyone.

Built for pet sitters who want structured intake records, printable forms and visit reports. Here is an honest picture before you buy.

A good fit if you are

  • Pet sitters who want a consistent intake routine for new clients
  • Sitters who send a written update after each visit
  • Users of the Pet Sitting Business Tracker who want printable forms and reports

Not the right fit for

  • Businesses that need online intake forms clients fill in themselves
  • Anyone who needs bookings, payments or invoicing – that is the Pet Sitting Business Tracker
  • Veterinary or medical record keeping

Good to know

  • Forms are printed or saved as PDF; there is no online form or client portal.
  • It does not include bookings, payments or invoices.
  • Outputs are designed for one A4 page; check the print preview in your spreadsheet app.

Works well together

Pet Sitting Business Tracker

Bookings, payments and invoices live in the Pet Sitting Business Tracker. Use both for the full pet sitting workflow.

View the Pet Sitting Tracker – €9.90

FAQ

Intake & Visit Report Add-onquestions.

Do I need the Pet Sitting Business Tracker to use it?

No. The add-on works on its own. It pairs well with the tracker, which covers bookings, payments and invoices.

Can clients fill in the intake form online?

No. It is a printable form – empty for handwriting, or prefilled from your records for the client to check.

Can I send the visit report by email?

Yes. Print the one-page Client Visit Report or save it as PDF from your spreadsheet app and send it however you usually contact the client.

Which programs does it work with?

Microsoft Excel and Google Sheets. You get an Excel workbook and a separate file prepared for import into Google Sheets. Features may display slightly differently across software versions, so test with the demo first.

How do I get the files?

Checkout and download run through Payhip. After payment you receive one ZIP file with all workbooks and PDFs, plus a download link by email. Nothing is shipped.

How does the Google Sheets version work?

Upload the Google Sheets import file to Google Drive, open it with Google Sheets and save it as a native Google Sheet before entering real data. Excel sheet protection does not survive the conversion, so keep a clean backup and avoid typing over calculated cells.

Are there macros or a subscription?

No macros and no subscription. You pay once and keep the files.

Which date and currency format is used?

The workbooks follow US date and dollar conventions, as shown in the demo. In Google Sheets the Quick Start recommends the United States locale for that reason.

Can I use it for more than one business?

One purchase covers one person or one business. You may adapt the files for your own use, but not resell or share the editable templates.

What does support cover?

Questions about opening and using the supplied files and confirmed workbook errors. It does not cover custom changes, data entry, accounting, tax or legal advice. Please never send real client data – a redacted screenshot and the cell reference are enough.

Can I get a refund?

These are instant digital downloads. Withdrawal and refund conditions are explained in the shop’s withdrawal policy and confirmed at checkout.

Pet sitting

Pet Sitter Client Intake & Visit Report Add-on

Blank workbook, demo, Google Sheets file, Quick Start and license – €6.90, one-time.

Buy on Payhip – €6.90

Secure checkout and download via Payhip

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