Free dog trainer resource · 44 field prompts

A client intake form that prepares the trainer—not just the contact record.

Copy, remove or adapt these prompts for a private-training inquiry or consultation. The form collects the household, dog, goals, reported behavior, health context and service-fit details a professional needs to decide the next step. It does not diagnose the dog or automatically accept the client into a program.

Use the 44-field template See intake in the live demo

Copy and customize

Eight sections for a useful first review.

Ask only what your service requires. Use conditional follow-up questions so a straightforward inquiry stays short while a safety-sensitive answer can receive careful human review.

Section 1 · 6 fields

Client and household

Know who is participating, who can make decisions and what daily life actually looks like.

Primary client name, email, phone and preferred contact method
Home address or service area, when relevant to delivery
Other adults, children and regular visitors in the household
Who handles the dog and who will attend training
Other animals in the home and their usual interactions
Accessibility, language or communication needs

Section 2 · 6 fields

Dog profile

Create one reliable identity for the dog before notes begin accumulating across messages and systems.

Call name and registered name, if different
Approximate birth date or age
Breed or best-known mix
Sex and spay or neuter status, if relevant
How long the dog has lived with the household
Where the dog came from and known prior-home context

Section 3 · 5 fields

Goals and success

Turn a broad request such as “better behavior” into observable priorities the trainer can review.

The three changes the client most wants help with
Where and when each concern usually occurs
What a successful outcome would look like in daily life
Important dates, events or deadlines
Activities the client wants to enjoy with the dog

Section 4 · 5 fields

Training history and current routine

Avoid repeating a failed plan without understanding what was tried, how consistently and in which context.

Prior classes, private training or board-and-train programs
Methods, cues and equipment currently in use
What has helped, what has not and what the client stopped using
Typical weekday and weekend routine
Exercise, enrichment, rest and alone-time patterns

Section 5 · 6 fields

Reported behavior and safety context

Preserve the client report as a report, then let the professional decide what must be clarified or observed.

Situations, people, animals or handling that concern the client
What the client observes before, during and after the behavior
Frequency, duration, distance and recovery time
Any bite, snap, fight, escape or injury history, including approximate date and context
Current management measures such as gates, crates, leashes or separation
Immediate safety concern or upcoming unavoidable exposure

Section 6 · 6 fields

Health and care context

Surface information that may affect participation while keeping veterinary decisions with veterinary professionals.

Veterinary practice and emergency contact information
Known diagnoses, pain, mobility, sensory or dietary considerations reported by the client
Current medication and prescribing instructions relevant to service
Allergies or adverse reactions reported by the client
Vaccination or facility-document requirements
Recent health or behavior change that may warrant veterinary follow-up

Section 7 · 5 fields

Service fit and logistics

Confirm that the requested format, timing and participation expectations match what the business can deliver.

Preferred service format, location and availability
Travel, parking, access or facility considerations
Budget or program range the client is prepared to consider
People who must approve scheduling or purchase
Referral source and what led the client to inquire now

Section 8 · 5 fields

Acknowledgment and next step

Make submission, professional review and any later agreement distinct events rather than treating an inquiry as consent.

Confirmation that the information is complete to the client’s knowledge
Permission to contact the named veterinary or referring professional, if needed and separately authorized
Optional media permission kept separate from service documentation
Client questions or information not covered above
Submission date and person completing the form

After submission

Give every form an explicit decision path.

1. Confirm receipt

Tell the client when a person will review the form and where urgent or emergency concerns belong.

2. Triage for fit

Review service area, goals, participation, availability and known safety or referral questions before offering a program.

3. Clarify carefully

Ask targeted follow-ups without changing the client’s original answers or presenting an interpretation as observed fact.

4. Record the decision

Document the reviewer, fit decision, referral or proposed next step, then issue the appropriate agreement separately.

From form to operating record

Keep the inquiry, dog, review decision and enrolled service connected.

RIOS is designed to preserve the original intake, route it for human review and carry approved context into the dog and client workflow without turning a submitted questionnaire into an automatic conclusion.

Follow the intake workflow Browse all 40 template outlines