Forms & intake

Client onboarding and intake forms for pet sitters

New clients fill out your intake form and sign your agreement as they sign up or book, and returning clients update their details before a visit. Every answer lands on their profile.

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New clients onboard themselves

Whichever way a new client arrives, your intake form comes with it. They fill it out when they sign up for their portal or during their first online booking, whichever comes first. Clients you add get it with their portal invite. Your agreement is signed on the last step, so the paperwork is done before you’ve met.

  • Built into portal signup and online booking
  • Your agreement signed in the same flow
  • Clients you add get it with their invite
A new client's online booking at step 3 of 4, where the New Client Intake form asks for their name, email, and phone

Fresh details before every visit

Give a service its own form, like one for overnight stays, and clients fill it out every time they book that service. Returning clients start with what’s already on file, so updating takes a minute, and vaccines on file show when they expire. Forms per service are on Solo Pro and up.

  • A service’s own form at every booking
  • Prefilled for returning clients
  • Vaccines on file show when they expire
A returning client's overnight stay form with their dog's vaccines on file, one expiring soon, and his care notes already filled in

Every answer lands on their profile

When a client books or signs up, their answers fill in their client and pet profiles, and vaccine uploads become records with expiration dates. Someone who isn’t a client yet waits in Submissions with everything they sent, signed agreement included, until you create their profile or merge it with one you have.

  • Client and pet profiles filled in for you
  • Signed agreements saved with the client
  • New leads wait for you to add or merge
A new lead's submitted form with their second dog's details, their signed service agreement, and a Create Profile button
“Scritches is great and my pet sitting clients are super happy with it. It makes it easy to manage booking requests and payment. Plus, I love that I can have clients sign a contract and gather all their information in one place.”

Anonymous User

Pet sitter

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Also included

Make the form yours

Ask your own questions

Add short or long answers, dropdowns, checkboxes, dates, times, or a file upload. Make any question required, and hide the ones you don’t need.

Add Custom Question dialog with the list of question types open

Fill it out on a call

Taking a client’s details over the phone? Fill out the form for them, new client or existing, and it saves straight to their profile.

Fill Out for a Client dialog with a New client option above a list of clients

Send a form to clients you have

Pick the forms and the clients, add a note, and each one gets a link to fill it out.

Never miss a new form

New submissions show up with an unread count, and you get a notification for each one.

Just the questions that fit

Turn pet questions off for a general inquiry form, or limit a form to the species you care for.

Your brand on every form

Forms carry your logo and brand color, and the link uses your own domain once you’ve connected one.

Frequently Asked Questions

A new client signs up for your portal or books online, fills out your intake form, and signs your agreement on the last step. Their client and pet profiles are ready before you’ve met. Clients you add yourself get the same form with their portal invite.

Once, during their first online booking or when they sign up for their portal, whichever comes first. Clients you add get it with their portal invite, and their portal opens once it’s done. Bookings you make for a client are never held up by the form.

Give a service its own form, like one for overnight stays, and clients fill it out every time they book that service, starting from what’s already on file. You can also send any form to clients whenever you need an update. Forms per service are on the Solo Pro and Growth plans.

No. Anyone with the link can fill it out. Clients who are logged in start with their details and pets already filled in.

Yes. Attach one or more agreements, and clients sign on the last step by typing their full legal name. The signed copy is saved to their profile, and returning clients aren’t asked to sign it again.

Yes. Clients upload a record and set its expiration date, and it becomes a vaccine record on their pet. Records already on file show when they expire, so clients know when to upload a newer one.

It waits in your Submissions with everything they sent, and you get a notification. Review it, then create their profile in one click, or merge it with a client you already have.

Every account starts with a New Client Intake form. The Starter and Solo plans include one form; Solo Pro and Growth include unlimited forms, including a form for each service.