Templates & Forms
A thorough client intake form isn't just paperwork — it's how you protect the dog, protect yourself, and give every client the personalized experience that keeps them coming back. Here's exactly what to collect.
Groomers who skip intake forms work in the dark. They don't know the dog on heart medication until they're already in a high-stress groom. They don't know the owner's preferred cut until the dog is already trimmed. They don't have an emergency contact when the dog has a reaction.
A good intake form collects everything you need to do the groom safely, deliver the service the client actually wants, and protect your business if anything goes wrong. Done right, it also signals professionalism — clients trust groomers who take the time to ask the right questions.
Basic contact information plus the fields that matter most when something unexpected happens.
This is the heart of the intake form. The more you know about the dog before they arrive, the better the groom — and the safer the experience.
This section protects the dog and protects you. Always get this information in writing — especially for medications and known conditions.
This determines whether the client comes back — get it right the first time.
What style or cut are you looking for?
Ask for a reference photo if possible
Any areas to avoid or be extra gentle with?
Ears, paws, belly, face
How does the dog handle nail trims?
Know before you reach for the clippers
Any aggression or biting history?
Non-negotiable — must know upfront
Add-ons wanted? (teeth brushing, deshedding, etc.)
Upsell opportunity, but only if wanted
Drop-off and pickup preferences?
Time windows, who can pick up, callback instructions
Paper forms get lost, misread, and never referenced again. Digital intake forms collected at booking flow directly into the client's profile in your grooming software — so every detail is at your fingertips when the dog walks in the door.
With digital intake:
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