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Client onboarding for pet sitters: vets and care notes

Time To Pet's onboarding has new clients sign your agreement, fill in pet and vet details and add a card before the first visit. From about $25£19€23A$36C$36 a month.

At a glance

  • What it costs$25–51£19–38€23–45A$36–73C$36–71 a month

  • Worth, in extra profit or time saved in the worked example$106£80€95A$154C$150 a month

  • Pays for itselfIn about two weeks

  • Sign up and configure; no technical skills neededEasy to set up

Figures come from the worked example below, using its stated assumptions. Tool prices checked . How we check prices

The problem

Before a first sit you need the vet, an emergency contact, feeding and medication details, where the litter tray and lead are, and a signed agreement. If a sitter takes on 8 new clients a month and spends 40 minutes collecting this from texts and paper forms and typing it up, that's 320 minutes, about 5.3 hours a month.

What the AI does

Time To Pet's Pet Parent Onboarding is a step-by-step guide in which new clients set a password, sign your agreements, update their information and add a payment method; you can switch off the card step. Custom client and pet fields capture details such as where the lead or litter tray is, and you can make fields required before a client can request visits. Clients keep their details up to date in the app or portal, and staff see them in the staff app. Signed agreements and documents such as vaccination records can be stored as client docs.

A worked example

A pet sitter in Cheltenham takes on about 8 new clients a month and used a paper form, then typed the answers into a spreadsheet.

Before

8 new clients x 40 minutes collecting and typing details: 320 minutes, about 5.3 hours a month

After

Clients complete onboarding themselves; about 10 minutes each to check it: 80 minutes, about 1.3 hours a month

What it's worth

About $106£80€95A$154C$150 a month saved, at an assumed $27£20€24A$38C$38 an hour for 4 hours (320 minus 80 minutes). Lite is $25 (about $25£19€23A$36C$36) a month for one person; Solo, at $50 (about $51£38€45A$73C$71), adds text messaging.

How to set it up

  1. Add custom fields for what you need at every visit: feeding, medication, hiding places, lead and litter tray location, bin day.
  2. Make vet, emergency contact and feeding details required before a client can request visits.
  3. Upload your service agreement so new clients sign it during onboarding.
  4. Send the onboarding invitation after the meet-and-greet.
  5. Check each completed profile before the first visit, and ask about anything vague.

What goes wrong

  • Keep alarm and key safe codes out of fields every staff member can see; share them only with the sitter doing the visit.
  • Profiles show when clients are away from home; use a strong password and remove leavers' access straight away.
  • Medication instructions should come from the vet's label or letter; ask for a photo of it.
  • Prices are in US dollars, so the cost in pounds moves with the exchange rate.

More ideas for Pet sitters

Pet sitting software: holiday visit requests in one place

Clients request a holiday's worth of cat visits in the Time To Pet app, with dates and visit times, for you to approve. From about $25£19€23A$36C$36 a month.

  • Costs $25–51£19–38€23–45A$36–73C$36–71/mo
  • Worth $165£124€148A$238C$233/mo
  • Pays for itself in about a week
  • Easy to set up

Visit reports for pet sitters: owners see every cat visit

Time To Pet sends a report with notes, photos and a report card after each visit, so owners on holiday stop texting to check. From about $25£19€23A$36C$36 a month.

  • Costs $25–51£19–38€23–45A$36–73C$36–71/mo
  • Worth $133£100€119A$192C$188/mo
  • Pays for itself in about two weeks
  • Easy to set up

Automatic payments for pet sitters: no more invoice chasing

Time To Pet charges the card on file for due or overdue invoices on days you choose, so holiday sits are paid without chasing. From about $25£19€23A$36C$36 a month.

  • Costs $25–51£19–38€23–45A$36–73C$36–71/mo
  • Worth $112£84€100A$161C$158/mo
  • Pays for itself in about two weeks
  • Easy to set up

Meet-and-greet booking for pet sitters with Calendly

New clients pick a meet-and-greet slot from your Calendly link, so first home visits are arranged without a string of messages. Free.

  • Costs Free–$11Free–£8Free–€10Free–A$15Free–C$15/mo
  • Worth $53£40€48A$77C$75/mo
  • Pays for itself in a few days
  • Easy to set up

Service agreement for pet sitters, drafted from your notes

ChatGPT, Claude or Gemini turn your notes on keys, cancellations and vet consent into a plain-English agreement for you to check. Free to about $27£20€24A$38C$38 a month.

  • Costs Free–$27Free–£20Free–€24Free–A$38Free–C$38/mo
  • Worth $33£25€30A$48C$47/mo
  • Pays for itself in about two weeks
  • Easy to set up

Client feedback for pet sitters: spot problems after visits

Time To Pet's happiness survey lets owners rate each visit and add a note, so a problem reaches you before the client quietly leaves. From about $25£19€23A$36C$36 a month.

  • Costs $25–51£19–38€23–45A$36–73C$36–71/mo
  • Worth $51£38€45A$73C$71/mo
  • Pays for itself within the month
  • Easy to set up

Last updated October 17, 2026.