Form templates / Pet Services

Pet Services

Veterinary Intake Form

A veterinary intake form is a clinical history written by an owner. Species, age, what's wrong, how long, and everything they're already giving the animal.

For groomers, dog walkers, boarding kennels, sitters and vets.

Ask about everything they're giving the animal, not just prescriptions

Owners think of medication as tablets from a vet. They don't think of the joint supplement, the flea treatment bought online, the human painkiller a neighbour suggested, or the CBD oil - all of which are clinically relevant and some of which are dangerous.

So this template asks broadly and prompts with examples. It also asks about appetite, drinking, toileting and weight change as separate questions, because owners consistently forget to mention them and they're often the most diagnostic answers on the form.

What a good intake form saves you

The first message from a new owner almost never contains what you need. You reply asking one question; they answer a different one; a week later you still can't start. Every round trip is a day, and the owners who go quiet are usually the ones who got tired of answering.

One form ends that. Ask everything once, get a complete picture, and start the same day. The questions in this template are the ones you end up asking anyway - the form just gets them asked up front.

The animal's details, not just the owner's

Breed, age, temperament, vaccinations, vet contact, whether they can be with other dogs - these decide whether you can take a booking at all, and they never arrive in the first message.

Asked on a form, you get them once, in writing, for every animal - including the awkward ones about biting and anxiety that owners will admit on a form and downplay on a call.

Fast enough that people finish it

Abandonment is mostly a speed problem. A form that takes a second to appear and submits in one request gets finished; one that loads a framework first does not. This is a single self-contained page - no scripts to download, nothing to wait for.

Edit it like a document, publish like a link

Add questions, remove questions, change the order and the wording, set your accent colour. When you save, the form is live at its own address - share it by link, QR code or a button on your site, and read the answers in your dashboard.

What this template asks

  • Your name
  • Email address
  • Mobile number
  • Address
  • Are you registered with us?
  • Animal's name
  • Species
  • Breed
  • Age in years
  • Sex
  • Neutered or spayed?
  • Microchip number
  • Insured?
  • Previous vet practice
  • What's brought you in?
  • How long has it been going on?
  • Is it changing?
  • Have you noticed any of these?
  • Have you tried anything?
  • Everything you're giving the animal
  • Previous illnesses, surgery or ongoing conditions
  • Known allergies or reactions
  • Vaccinations up to date?
  • What do they eat?
  • Other animals in the household?
  • I consent to my animal being examined
  • How much may we proceed with before calling you?
  • The information above is accurate

More Pet Services forms

Questions

Can this replace our practice management system?

No - it's the intake before the record. Export the responses or use the API to get them into your system, which removes the retyping where errors creep in.

Should new clients complete this before arriving?

Yes, sent with the appointment confirmation. It's more accurate at home with the medication boxes in front of them, and it gives you the history before the consult.

Can I add or remove questions?

Yes - every question here is a starting point. Add your own, delete what doesn't apply, reorder by dragging, and make anything required or optional. Saving publishes the change immediately.

Where do the answers go?

Into your dashboard, where you can read, filter and export them as a spreadsheet. You can also have every response emailed to you the moment it arrives, or as a daily or weekly digest.

Do I need a website?

No. Every form gets its own link you can paste into an email signature, a text message, a QR code or a social profile. If you do have a site, you can link to it from anywhere on it.

Can I ask for vaccination or vet details?

Yes - dates, vet name and practice phone number are ordinary questions here, and having them written down before the first visit is exactly what insurers expect.

Publish your veterinary intake form today

Start from this template and change anything you like. Free to begin.