| name | pet-sitter-intake |
| description | Generate professional PDF client intake forms for pet sitting businesses. Use when a pet sitter, dog walker, pet boarder, or pet care professional needs a client intake form, onboarding questionnaire, or pet information sheet. Trigger phrases: "create intake form", "new client form for my pet sitting business", "pet sitter questionnaire", "boarding intake form". Supports fillable PDFs, custom color themes, multi-pet forms, home access sections, and service-specific templates. |
Pet Sitter Client Intake Form Generator
Generate polished, professional PDF intake forms for pet sitting businesses. Minimal input required โ outputs a complete, branded, client-ready PDF.
When to Use This Skill
Activate when the user:
- Asks to create a client intake form for pet sitting
- Wants a new client questionnaire or onboarding form
- Needs a pet information sheet for their business
- Says "make a form for my pet sitting business"
- Wants to look professional when taking on new clients
- Asks for a boarding intake form, dog walking form, or drop-in visit checklist
Features
| Feature | Description |
|---|
| Fillable PDF Fields | Interactive text fields and checkboxes for digital completion |
| 7 Color Themes | lavender, ocean, forest, rose, sunset, neutral, midnight |
| Multi-Pet Support | Generate forms with 1-10 pet profile sections |
| Service Templates | Specialized sections for boarding, walking, drop-in visits |
| Home Access Section | Key codes, alarm info, WiFi, parking (for in-home sitting) |
| Config File Support | Save business presets in YAML for reuse |
Step 1: Collect Inputs
Ask the user for:
- Business name (required) โ e.g., "Happy Paws Pet Sitting"
- Sitter name (optional) โ appears in authorization text
- Services offered โ Pet Sitting, Dog Walking, Boarding, Drop-in Visits, etc.
- Location โ city/state for the form header
- Contact info โ email, phone, or website for the footer
- Color theme (optional) โ show the 7 available themes
- Service type (optional) โ general, boarding, walking, or drop_in
- Number of pets (optional) โ if client has multiple pets
If inputs are missing, use reasonable defaults or leave fields blank.
Step 2: Generate the PDF
python scripts/generate_form.py \
--business-name "Happy Paws Pet Sitting" \
--sitter-name "Jane Smith" \
--services "Dog Walking, Boarding, Drop-in Visits" \
--location "Austin, TX" \
--contact "jane@happypaws.com | (512) 555-1234" \
--theme ocean \
--service-type boarding \
--pets 2 \
--output "/mnt/user-data/outputs/client_intake_form.pdf"
All CLI Options
| Option | Description | Default |
|---|
--business-name | Business name for header | "Your Business Name" |
--sitter-name | Sitter name for authorization text | (blank) |
--services | Comma-separated services | "Pet Sitting, Dog Walking, Boarding" |
--location | City/state | (blank) |
--contact | Contact info | (blank) |
--theme | Color theme name | lavender |
--service-type | general, boarding, walking, drop_in | general |
--pets | Number of pet profiles (1-10) | 1 |
--fillable | Enable fillable PDF fields | (enabled by default) |
--no-fillable | Generate print-only form | โ |
--no-home-access | Omit home access section | โ |
--config | Path to YAML config file | โ |
--output | Output PDF filename | client_intake_form.pdf |
--list-themes | Show available themes and exit | โ |
Using a Config File
For repeat use, create a config.yaml:
business_name: "Happy Paws Pet Sitting"
sitter_name: "Jane Smith"
services: "Dog Walking, Boarding, Drop-in Visits"
location: "Austin, TX"
contact: "jane@happypaws.com"
theme: ocean
service_type: general
num_pets: 1
fillable: true
Then generate with:
python scripts/generate_form.py --config config.yaml --output client_form.pdf
Step 3: Present to User
After generation, share the PDF with the user via present_files.
Tell them:
- โ
The form has fillable fields โ clients can type directly into it
- โ
It's also print-ready for handwritten responses
- โ
They can customize the theme to match their branding (
--list-themes)
- โ
For multiple pets, use
--pets 2 (or more)
- ๐ก Suggest saving a config file for their business presets
Form Sections Generated
Page 1 โ Pet Owner Information
- Owner name, address, phone(s), email
- Emergency contact (name, relationship, phone)
- Veterinarian info + 24-hour emergency vet
- Authorized pickup persons
- Communication preferences (update frequency, contact method)
Page 2 โ Home Access (optional, included by default)
- Entry method (lockbox, garage code, hidden key)
- Alarm code and disarm instructions
- WiFi network and password
- Parking instructions
- Thermostat/HVAC notes
- Off-limits areas, house rules
Page 3 โ Pet Profile
- Pet name, species, breed, age, weight, color/markings
- Sex (with spay/neuter status)
- Microchip and license numbers
- Flea/tick prevention info
Page 4 โ Vaccinations
- Interactive checkboxes: Rabies, DHPP, Bordetella, FVRCP, FeLV, Canine Influenza
- Fillable expiration date fields
- "Other" vaccine option
Page 5 โ Health & Behavior
- Allergies, medical conditions
- Medications table (name, dosage, frequency, instructions)
- Behavior assessment: good with strangers/kids/dogs/cats
- Fear triggers, separation anxiety level
- Escape artist warnings
- Commands known, recall reliability
- Potty training status and schedule
- Sleep location, crate training
Page 6 โ Feeding & Daily Care
- Food brand/type, amount, storage location
- Feeding schedule (checkboxes)
- Treat permissions
- Exercise needs
Page 7 โ Service-Specific (if not general)
- Boarding: drop-off/pickup times, items checklist
- Walking: leash behavior, route preferences, duration
- Drop-in: per-visit task checklist
Final Page โ Authorization & Agreement
- Emergency veterinary care authorization
- Transport authorization
- Photo/social media release
- Cancellation policy acknowledgment
- Liability statement
- Signature, date, printed name
- Office use section
Available Themes
| Theme | Description |
|---|
lavender | Soft purple & peach (default) |
ocean | Calming blue & sandy yellow |
forest | Natural sage green & gold |
rose | Warm pink & tan |
sunset | Coral orange & sky blue |
neutral | Professional gray & soft blue |
midnight | Elegant slate & warm gold |
Run --list-themes to see color codes.
Requirements
- Python 3.8+
reportlab (PDF generation)pyyaml (optional, for config files)
Install dependencies:
pip install reportlab pyyaml
Tips
- For digital-first workflows, keep fillable enabled (default) โ clients can complete on phone/computer
- For print shops or clients who prefer paper, use
--no-fillable
- Multi-pet households: Use
--pets 3 to generate separate profile sections
- Boarding businesses: Use
--service-type boarding for drop-off/pickup fields
- Dog walkers: Use
--service-type walking for route/leash behavior fields
- Save a config file with your branding to generate consistent forms every time
