RIOS · Free operational template · 44 prompts

Dog training client intake form

Business name: ____________________________________________________

Business contact and privacy notice: ___________________________________

Form version/date: __________________________________________________

This form records the client’s report for professional review. It does not diagnose the dog, enroll the client or grant media or third-party contact permission. Collect any needed authorization separately. Store completed forms privately under the business’s stated access and retention policy.

Client and household

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

  1. Primary client name, email, phone and preferred contact method

  2. Home address or service area, when relevant to delivery

  3. Other adults, children and regular visitors in the household

  4. Who handles the dog and who will attend training

  5. Other animals in the home and their usual interactions

  6. Accessibility, language or communication needs

Dog profile

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

  1. Call name and registered name, if different

  2. Approximate birth date or age

  3. Breed or best-known mix

  4. Sex and spay or neuter status, if relevant

  5. How long the dog has lived with the household

  6. Where the dog came from and known prior-home context

Goals and success

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

  1. The three changes the client most wants help with

  2. Where and when each concern usually occurs

  3. What a successful outcome would look like in daily life

  4. Important dates, events or deadlines

  5. Activities the client wants to enjoy with the dog

Training history and current routine

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

  1. Prior classes, private training or board-and-train programs

  2. Methods, cues and equipment currently in use

  3. What has helped, what has not and what the client stopped using

  4. Typical weekday and weekend routine

  5. Exercise, enrichment, rest and alone-time patterns

Reported behavior and safety context

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

  1. Situations, people, animals or handling that concern the client

  2. What the client observes before, during and after the behavior

  3. Frequency, duration, distance and recovery time

  4. Any bite, snap, fight, escape or injury history, including approximate date and context

  5. Current management measures such as gates, crates, leashes or separation

  6. Immediate safety concern or upcoming unavoidable exposure

Health and care context

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

  1. Veterinary practice and emergency contact information

  2. Known diagnoses, pain, mobility, sensory or dietary considerations reported by the client

  3. Current medication and prescribing instructions relevant to service

  4. Allergies or adverse reactions reported by the client

  5. Vaccination or facility-document requirements

  6. Recent health or behavior change that may warrant veterinary follow-up

Service fit and logistics

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

  1. Preferred service format, location and availability

  2. Travel, parking, access or facility considerations

  3. Budget or program range the client is prepared to consider

  4. People who must approve scheduling or purchase

  5. Referral source and what led the client to inquire now

Acknowledgment and next step

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

  1. Confirmation that the information is complete to the client’s knowledge

  2. Permission to contact the named veterinary or referring professional, if needed and separately authorized

  3. Optional media permission kept separate from service documentation

  4. Client questions or information not covered above

  5. Submission date and person completing the form

Staff review — complete separately

Reviewer and review date: ______________________________________________

Questions requiring clarification: ______________________________________

Service-fit decision / referral / next step: ________________________________

Next action, responsible person and due date: ______________________________