Pet Sitter Client Intake Form Generator
Generate polished, professional PDF intake forms for pet sitting businesses. Minimal input required — 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) — e.g., "Happy Paws Pet Sitting"
- Sitter name (optional) — appears in authorization text
- Services offered — Pet Sitting, Dog Walking, Boarding, Drop-in Visits, etc.
- Location — city/state for the form header
- Contact info — email, phone, or website for the footer
- Color theme (optional) — show the 7 available themes
- Service type (optional) — general, boarding, walking, or drop_in
- Number of pets (optional) — 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 |
— |
--no-home-access |
Omit home access section |
— |
--config |
Path to YAML config file |
— |
--output |
Output PDF filename |
client_intake_form.pdf |
--list-themes |
Show available themes and exit |
— |
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:
- ✅ The form has fillable fields — clients can type directly into it
- ✅ It's also print-ready for handwritten responses
- ✅ They can customize the theme to match their branding (
--list-themes)
- ✅ For multiple pets, use
--pets 2 (or more)
- 💡 Suggest saving a config file for their business presets
Form Sections Generated
Page 1 — 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 — 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 — 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 — Vaccinations
- Interactive checkboxes: Rabies, DHPP, Bordetella, FVRCP, FeLV, Canine Influenza
- Fillable expiration date fields
- "Other" vaccine option
Page 5 — 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 — Feeding & Daily Care
- Food brand/type, amount, storage location
- Feeding schedule (checkboxes)
- Treat permissions
- Exercise needs
Page 7 — 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 — 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) — 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
1---2name: pet-sitter-intake3description: 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.4---56# Pet Sitter Client Intake Form Generator78Generate polished, professional PDF intake forms for pet sitting businesses. Minimal input required — outputs a complete, branded, client-ready PDF.910## When to Use This Skill1112Activate when the user:13- Asks to create a client intake form for pet sitting14- Wants a new client questionnaire or onboarding form15- Needs a pet information sheet for their business16- Says "make a form for my pet sitting business"17- Wants to look professional when taking on new clients18- Asks for a boarding intake form, dog walking form, or drop-in visit checklist1920## Features2122| Feature | Description |23|---------|-------------|24| **Fillable PDF Fields** | Interactive text fields and checkboxes for digital completion |25| **7 Color Themes** | lavender, ocean, forest, rose, sunset, neutral, midnight |26| **Multi-Pet Support** | Generate forms with 1-10 pet profile sections |27| **Service Templates** | Specialized sections for boarding, walking, drop-in visits |28| **Home Access Section** | Key codes, alarm info, WiFi, parking (for in-home sitting) |29| **Config File Support** | Save business presets in YAML for reuse |3031## Step 1: Collect Inputs3233Ask the user for:34351. **Business name** (required) — e.g., "Happy Paws Pet Sitting"362. **Sitter name** (optional) — appears in authorization text373. **Services offered** — Pet Sitting, Dog Walking, Boarding, Drop-in Visits, etc.384. **Location** — city/state for the form header395. **Contact info** — email, phone, or website for the footer406. **Color theme** (optional) — show the 7 available themes417. **Service type** (optional) — general, boarding, walking, or drop_in428. **Number of pets** (optional) — if client has multiple pets4344If inputs are missing, use reasonable defaults or leave fields blank.4546## Step 2: Generate the PDF4748```bash49python scripts/generate_form.py \50 --business-name "Happy Paws Pet Sitting" \51 --sitter-name "Jane Smith" \52 --services "Dog Walking, Boarding, Drop-in Visits" \53 --location "Austin, TX" \54 --contact "jane@happypaws.com | (512) 555-1234" \55 --theme ocean \56 --service-type boarding \57 --pets 2 \58 --output "/mnt/user-data/outputs/client_intake_form.pdf"59```6061### All CLI Options6263| Option | Description | Default |64|--------|-------------|---------|65| `--business-name` | Business name for header | "Your Business Name" |66| `--sitter-name` | Sitter name for authorization text | (blank) |67| `--services` | Comma-separated services | "Pet Sitting, Dog Walking, Boarding" |68| `--location` | City/state | (blank) |69| `--contact` | Contact info | (blank) |70| `--theme` | Color theme name | lavender |71| `--service-type` | general, boarding, walking, drop_in | general |72| `--pets` | Number of pet profiles (1-10) | 1 |73| `--fillable` | Enable fillable PDF fields | (enabled by default) |74| `--no-fillable` | Generate print-only form | — |75| `--no-home-access` | Omit home access section | — |76| `--config` | Path to YAML config file | — |77| `--output` | Output PDF filename | client_intake_form.pdf |78| `--list-themes` | Show available themes and exit | — |7980### Using a Config File8182For repeat use, create a `config.yaml`:8384```yaml85business_name: "Happy Paws Pet Sitting"86sitter_name: "Jane Smith"87services: "Dog Walking, Boarding, Drop-in Visits"88location: "Austin, TX"89contact: "jane@happypaws.com"90theme: ocean91service_type: general92num_pets: 193fillable: true94```9596Then generate with:9798```bash99python scripts/generate_form.py --config config.yaml --output client_form.pdf100```101102## Step 3: Present to User103104After generation, share the PDF with the user via `present_files`.105106Tell them:107- ✅ The form has **fillable fields** — clients can type directly into it108- ✅ It's also **print-ready** for handwritten responses109- ✅ They can **customize the theme** to match their branding (`--list-themes`)110- ✅ For multiple pets, use `--pets 2` (or more)111- 💡 Suggest saving a config file for their business presets112113## Form Sections Generated114115### Page 1 — Pet Owner Information116- Owner name, address, phone(s), email117- Emergency contact (name, relationship, phone)118- Veterinarian info + 24-hour emergency vet119- Authorized pickup persons120- Communication preferences (update frequency, contact method)121122### Page 2 — Home Access *(optional, included by default)*123- Entry method (lockbox, garage code, hidden key)124- Alarm code and disarm instructions125- WiFi network and password126- Parking instructions127- Thermostat/HVAC notes128- Off-limits areas, house rules129130### Page 3 — Pet Profile131- Pet name, species, breed, age, weight, color/markings132- Sex (with spay/neuter status)133- Microchip and license numbers134- Flea/tick prevention info135136### Page 4 — Vaccinations137- Interactive checkboxes: Rabies, DHPP, Bordetella, FVRCP, FeLV, Canine Influenza138- Fillable expiration date fields139- "Other" vaccine option140141### Page 5 — Health & Behavior142- Allergies, medical conditions143- Medications table (name, dosage, frequency, instructions)144- Behavior assessment: good with strangers/kids/dogs/cats145- Fear triggers, separation anxiety level146- Escape artist warnings147- Commands known, recall reliability148- Potty training status and schedule149- Sleep location, crate training150151### Page 6 — Feeding & Daily Care152- Food brand/type, amount, storage location153- Feeding schedule (checkboxes)154- Treat permissions155- Exercise needs156157### Page 7 — Service-Specific *(if not general)*158- **Boarding**: drop-off/pickup times, items checklist159- **Walking**: leash behavior, route preferences, duration160- **Drop-in**: per-visit task checklist161162### Final Page — Authorization & Agreement163- Emergency veterinary care authorization164- Transport authorization165- Photo/social media release166- Cancellation policy acknowledgment167- Liability statement168- Signature, date, printed name169- Office use section170171## Available Themes172173| Theme | Description |174|-------|-------------|175| `lavender` | Soft purple & peach *(default)* |176| `ocean` | Calming blue & sandy yellow |177| `forest` | Natural sage green & gold |178| `rose` | Warm pink & tan |179| `sunset` | Coral orange & sky blue |180| `neutral` | Professional gray & soft blue |181| `midnight` | Elegant slate & warm gold |182183Run `--list-themes` to see color codes.184185## Requirements186187- Python 3.8+188- `reportlab` (PDF generation)189- `pyyaml` (optional, for config files)190191Install dependencies:192193```bash194pip install reportlab pyyaml195```196197## Tips198199- For **digital-first workflows**, keep fillable enabled (default) — clients can complete on phone/computer200- For **print shops** or clients who prefer paper, use `--no-fillable`201- **Multi-pet households**: Use `--pets 3` to generate separate profile sections202- **Boarding businesses**: Use `--service-type boarding` for drop-off/pickup fields203- **Dog walkers**: Use `--service-type walking` for route/leash behavior fields204- Save a **config file** with your branding to generate consistent forms every time