Pet Sitter Client Intake Form and Visit Report, Excel Google Sheets Template Add-on

Capture client intake, pet profiles, visit plans, visit reports, incidents and anonymous key handovers, then print one-page forms.

WHAT YOU RECEIVE

- Blank Excel workbook

- Fictional-data Demo workbook

- Google Sheets Import workbook

- Version-matched Quick Start PDF

- CareNunnos License and Use Terms PDF

KEY FEATURES

- CLIENT INTAKE: Capture only the operational information needed for care.

- PET PROFILES: One profile per animal with routine and care notes.

- VISIT PLANS: Confirm visit tasks and access before service.

- VISIT REPORTS: Record arrival, departure, care, mood and update.

- CLIENT REPORT: Printable one-page report from a selected Report ID.

- INCIDENT LOG: Track owner, status and resolution.

- EMPTY INTAKE FORM: Print and fill by hand.

- PREFILLED INTAKE FORM: Select a client and include up to three pets.

- ANONYMOUS KEY TAGS: Track handovers without storing access codes.

- ONE-PAGE OUTPUTS: Designed for simple printing or PDF export.

HOW IT WORKS

1. Open the Demo workbook to understand the workflow.

2. Use the Blank workbook as your working file.

3. Use stable IDs and the supplied dropdown values so connected calculations remain reliable.

4. Review the dashboard, balances, alerts, reports or invoice output before relying on them.

GOOGLE SHEETS

Upload the Google Sheets Import XLSX file to Google Drive, open it with Google Sheets, then save it as a native Google Sheet before entering real information. Excel protection is not retained after conversion, so keep a clean backup and avoid overwriting calculated cells.

IMPORTANT

This is a digital spreadsheet download. No physical item will be shipped. It is an organizational tool, not legal, tax, accounting, payroll, privacy or other professional advice. Buyers are responsible for local requirements and for reviewing every output.

Support: hello@carenunnos.com