Form - Sit, Smile, Wag.

New Client Intake

Intake form for new engagements. Includes contract signing module.

1Client Profile

2Dog Profile

3Cat Profile

4Review Terms

5Confirm & Sign

Owner's Contact Information
In this section, please enter the contact information pertaining to the owner of the pet(s).
Owner's Name
First Last
Owner's Address
Street Address Address Line 2 City Province Postal Code
Owner's Email Address
Enter Email Confirm Email
Primary Phone Number
Please enter the phone number where you are primarily reachable when services will be provided, for instance, a mobile phone.
Text Message
Can your primary number send and receive text messages?
- Yes
- No
Alternate Phone Number
Please enter a phone number where you are normally reachable when you can't be reached at your primary number. For instance, a work telephone number.
Preferred Contact Method
In an emergency, we will always call you. For all other contact, which method is most convenient for you?
- Phone
- Email
- Text Message
Third Party Access
Does anyone else have access to your home in your absence? If yes, please describe below as a courtesy to the Handler.
Emergency Contacts
In this section, please enter the contact information for any emergency contacts you wish to list. You should trust all contacts listed to make decisions about your pet(s) or property in an emergency, should you be unreachable. This section is optional.
List Contacts Below
Please list the name, telephone number, and indicate whether the contact(s) has a key to your home. In the event that you're unreachable during an emergency, we will attempt to contact these people in the order that you enter them here. Click the plus icon to add another contact to the list.
Name Telephone Key (Y/N)?
Entry to Home
Please indicate how entry to your home will be provided to the Handler.
Preferred Entry Door
Which door would you prefer we use to enter your home? The entry information in the next question should pertain to this door.
- Front Door
- Side Door
- Back Door
- Garage
Method of Entry
Please indicate the types of entry for your home. For keyed entry, a copy of the key must be provided to the Handler. The copy will be returned to the Owner upon completion of the specified engagement.
- Standard Door Lock
- Deadbolt
- Keyless Entry (Door / Garage)
- Other
Passcode
For any type of passcode entry, please enter the door passcode here.
Other Entry Method
Please provide details for non-standard door entry methods, such as smartphone / bluetooth or FOB access here.
Alarm System
If there is an alarm system in your home, please provide instructions for arming/disarming it.
Inclement Weather Policy
When the weather is not ideal for walking your dog (too hot, cold or storming), how would you like us to handle these days if your dog is scheduled for a walk? (Refer to Standard Terms to review our Inclement Weather Policy and Walk Cancellation Policy).
- Skip the walk/visit entirely (Cancellation of a schedued walk in this manner must have at least 12 hours notification before the start of the walk to Tracy to confirm the cancellation to avoid a penalty fee).
- Keep the walk brief and fill the remainder of the time with indoor play/training.
- Let your dog out for a brief potty break and spend the remainder of the time indoors.
- Walk your dog regardless of the weather, unless it is against our Inclement Weather Policy.
- You would like the Handler to use their best judgement in the moment, you are okay with the walk/visit being skipped, spent indoors, or adjusted accordingly.
Dog Walk Frequency
If you are signing up for dog walking, how often are you looking to have your dog walked?
- Monday to Fridays, typically
- Every week but only certain days (eg. Tuesdays and Thursdays or Tuesday to Fridays or only Wednesdays, etc.)
- Typically every week but different days each week (eg. shift workers)
- On-call only (eg. you will contact us whenever you need us)
- We can dicuss this during the meet and greet
Dog Walk Times
If you are signing up for dog walking, what are the times you would like the walks?
- Mornings (9am to 11am)
- Mid-day hours (11am to 2pm)
- Afternoons (2pm to 5pm)
- Flexible, anytime

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Add First Cat?
Check yes below to add a cat to your agreement.
- Yes
First Cat
Cat's Name
Breed
Current Age
How old is your cat?
Birthday
If you know the birthday of your cat, enter it here (this is optional).
Gender
Written Description
Please describe your cat. Be sure to include colour(s), distinguishing features, and approximate weight.
Cat's Preferences
Briefly list your cat's preferences. Include things such as favourite toy, favourite game, favourite treats (and how often your cat can have them).
Location of Cat Supplies
Unless agreed upon between you and the Handler, you are expected to provide everything the Handler will need to care for your pet. Please identify where the following supplies for your cat are located in your home: cat carrier, litter box, litter, treats, brush, trash cans for pet waste disposal, cleaning supplies.
Veterinary Contact Information
Please enter the name of this cat's veterinarian, the practice name and address, and the veterinarian's telephone number(s).
Dietary Restrictions / Allergies
Does your cat have any dietary restrictions or allergies? Please list them below, and click the plus icon to add another line.
What? Severity?
Major Medical Conditions
Please list any past or present major medical conditions that have affected your cat. Click the plus icon to add another line.
What? Severity?
Medications
Please list any medications that your cat is currently prescribed. Click the plus icon to add another line.
Name Dosage Frequency
Temperament & Aggression
Please describe the general temperament of your cat. Has s/he ever shown aggression towards people or other animals? If so, please explain. Are there any known behavioural triggers for this aggression?
Physical & Sensory Impairments
Are there any physical or sensory impairments that affect your cat, and are there any restrictions because of them? Click the plus icon to add another line.
Impairment Restriction
Feeding Instructions
Please describe your cat's dietary requirements. Include food location, amount given, time of day when feeding is provided, and any other special instructions that apply.
Other Information
Is there any other relevant information that can help ensure the safety and comfort of your cat or the Handler?
Representations
Collection of the information in this section is used to satisfy the insurance requirements of the Handler. Our insurance carrier requires that we ask them, but your answers do not necessarily affect the availability of service. Please check all that apply.
- This cat is in good general health.
- This cat is generally friendly towards adults.
- This cat is not nursing its offspring.
Add Second Cat?
Check this box to add another cat to your agreement.
- Yes
Second Cat
Cat's Name
Breed
Current Age
How old is your cat?
Birthday
If you know the birthday of your cat, enter it here (this is optional).
Gender
Written Description
Please describe your cat. Be sure to include colour(s), distinguishing features, and approximate weight.
Cat's Preferences
Briefly list your cat's preferences. Include things such as favourite toy, favourite game, favourite treats (and how often your cat can have them).
Location of Cat Supplies
Unless agreed upon between you and the Handler, you are expected to provide everything the Handler will need to care for your pet. Please identify where the following supplies for your cat are located in your home: cat carrier, litter box, litter, treats, brush, trash cans for pet waste disposal, cleaning supplies.
Veterinary Contact Information
Please enter the name of this cat's veterinarian, the practice name and address, and the veterinarian's telephone number(s).
Dietary Restrictions / Allergies
Does your cat have any dietary restrictions or allergies? Please list them below, and click the plus icon to add another line.
What? Severity?
Major Medical Conditions
Please list any past or present major medical conditions that have affected your cat. Click the plus icon to add another line.
What? Severity?
Medications
Please list any medications that your cat is currently prescribed. Click the plus icon to add another line.
Name Dosage Frequency
Temperament & Aggression
Please describe the general temperament of your cat. Has s/he ever shown aggression towards people or other animals? If so, please explain. Are there any known behavioural triggers for this aggression?
Physical & Sensory Impairments
Are there any physical or sensory impairments that affect your cat, and are there any restrictions because of them? Click the plus icon to add another line.
Impairment Restriction
Feeding Instructions
Please describe your cat's dietary requirements. Include food location, amount given, time of day when feeding is provided, and any other special instructions that apply.
Other Information
Is there any other relevant information that can help ensure the safety and comfort of your cat or the Handler?
Representations
Collection of the information in this section is used to satisfy the insurance requirements of the Handler. Our insurance carrier requires that we ask them, but your answers do not necessarily affect the availability of service. Please check all that apply.
- This cat is in good general health.
- This cat is generally friendly towards adults.
- This cat is not nursing its offspring.

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Review General Terms & Conditions
These terms and conditions have been created in the spirit of providing fair, responsible, well-intentioned care for your furry friends and property. We will provide advance notice in the event that they change, though we anticipate that this will rarely occur.

Clicking each link will open the associated document in a new window. You will not lose your place unless you close this window. We recommend clicking on the Save and Continue later link now to save your work.

Please review the following before proceeding:
- Standard Terms and Conditions
- Privacy Policy
Review of Standard Terms
I have reviewed and agree to the Privacy Policy and Standard Terms and Conditions.
- Yes
Inclusion on Social Media
We love your pets just as much as we love our own! The Sophisticated Dog routinely takes photographs and shares images and updates with the local community of animal lovers via social media (Facebook) of the animals we care for. It is also a great way to see how comfortable your dog is when out on a walk with us. Posts never include personally identifiable information about owners, and you can revoke your consent at any time by emailing us. Do we have your permission to use images of your pets for this purpose?
- Yes
- No
Shared Responsibility Access for Dog Walks
The Sophisticated Dog employs a team of highly qualified, trained and trustworthy Dog Handlers to meet the needs of our clients. We are insured, bonded and have a clean criminal record check for all those on our roster. In order for us to provide you with the flexibility to schedule and cancel services as needed, we need you to understand and accept that your Dog Handler might not always be the same person. Tracy L. Wood has handpicked and trained all those who work for her. After being present for the introduction of a new dog to a new Handler, Tracy also frequently walks your dog(s) along side of the Handler every couple of weeks – just to make sure everything is okay. Your dog will get to know all the Handlers we employ but will primarily be walked by one of us. By having a backup Handler, we can ensure you that your dog never has to miss his/her much loved walk! During our meet and greet, you can request to meet one of our walkers along with Tracy L. Wood. Are you comfortable with this arrangement?
- Yes
- No
- I would like to discuss it further
Were You Referred?
We like to give our thanks to those who refer new clients to us. If you were referred to us, please let us know who made the referral so we can show our appreciation!

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New Client Intake

Owner's Contact Information

Emergency Contacts

Entry to Home

First Dog

Second Dog

First Cat

Second Cat

Review General Terms & Conditions

Acceptance of Agreement

Quick Link

Contact Us

Opening Hours

Name	Telephone	Key (Y/N)?

What?	Severity?

What?	Severity?

Name	Dosage	Frequency