Build a client form that gets the vet, access, medication and behaviour details before the first walk

Finding out on the doorstep that the dog needs tablets, pulls on the lead or hates other dogs is stressful for both of you. A short form that asks the right questions, and that you read before the first booking, means fewer surprises and a record of what the owner told you.

A free AI chat tool, then your own email or messaging app

Steps

1. List what you need to know to look after a dog safely: contacts, vet and emergency contact, access, medication, feeding, health issues, behaviour with people and other dogs, and where the lead is kept.
2. Think about what you'd want the owner to say in their own words, so the form uses open questions where needed.
3. Paste your list with the prompt below and ask for a one-page form for a form tool or a printed page.
4. Send it to a friendly client first, and ask what was unclear.
5. Read each completed form before the meet and greet. Decide for yourself whether you can take the dog on.

The exact prompt

I'm a UK dog walker. Write a one-page onboarding form for dog owners, in plain English, with short sections for: owner and emergency contact details; vet details; the dog (name, age, breed, health conditions, medication and how it's given); behaviour with people and other dogs, and anything that worries them; walking (lead, harness, recall, off-lead rules); home access (how I get in, where the lead is, anything to know about the house); and permissions.
End with a short note that the information will be used only to look after their dog and kept securely. Don't ask for anything I haven't listed, and don't say whether any behaviour is safe or not.