01
Contact and access
Record the client name, contact details, visit address and agreed access instructions. Avoid sharing house codes in open files.
02
Get to know the pet
Ask about age, species, temperament, routine, known triggers, mobility needs and supplies required for visits.
03
Emergency planning
Collect a veterinarian contact, another emergency contact and care authorization. Always follow local rules and the client agreement.
04
Daily care checklist
Clarify feeding, walks, cleanup, updates and special instructions. Only administer medication within your competence and authorization.
05
Service expectations
Confirm dates, arrival windows, cancellation rules, payment and number of pets covered.