PET SITTING MEET & GREET CHECKLIST · LIVE ON ETSY
Pet Sitter Meet & Greet Checklist, Fillable PDF for Dog Walkers
Meet & Greet Checklist · Form 02 from the SellerFuture Pet Care Operations & Client Experience Forms Toolkit
Document the first in-person walkthrough before service begins: client and pet context, routine, handling, property access, safety and emergency readiness, service expectations and follow-up actions.
Etsy controls checkout and final marketplace pricing. This standalone form is also included in the complete 24-form Operations & Client Experience toolkit.
WHAT THIS FORM HELPS YOU DOCUMENT
Client walkthrough, pet routine, home access and readiness review.
Page 1 — Client, pet & routine
Record meeting details, planned services, pet introduction and routine, feeding and medication routines, walk routine, temperament, handling preferences, known triggers and fears, household pet dynamics, and behavior or handling notes.
Page 2 — Access, safety & service
Document the property walkthrough, entry and lock procedures, alarm procedures, pet-safe areas and boundaries, gates and fencing, emergency contacts, primary veterinarian and emergency clinic, transport setup, first-aid supplies, camera disclosure, service timing, weather adjustments, cancellation/change expectations, payment process and key/access return.
Page 3 — Readiness & follow-up
Review pet introduction readiness, care-instruction readiness, access readiness, required records and authorizations, pending items and follow-up actions such as quote/confirmation, updated pet details, vet/emergency details, payment setup, first-service scheduling or a second meet & greet. Finish with provider summary and internal notes.
CLEAR SCOPE BEFORE PURCHASE
Use it as an administrative business record.
The form helps document the client’s instructions, authorizations or service-readiness information. It does not replace jurisdiction-specific legal, veterinary, insurance, safety or professional advice.
Administrative readiness checklist only. It helps structure a consultation and operational walkthrough; it does not replace veterinary, behavior, safety, legal or insurance advice.
Do not record alarm codes, door codes, lockbox combinations or other credentials in this checklist when a separate secure access record is the appropriate place for those credentials.
INDIVIDUAL OR COMPLETE BUNDLE?
Buy one form when one record solves the job.
The standalone listing is the focused route. Move to the full Operations & Client Experience toolkit when the workflow needs client setup, safety, permissions, emergency planning, coverage, handoffs and follow-up together.
READY TO PUT THE SYSTEM TO WORK?
Choose the product that solves the next operational problem.
Shop the live SellerFuture catalog on Etsy, or compare the systems and forms before checkout.