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Client Information

I need a way to print up a client information sheet to print all the information, as I take this to my pet sits.

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  • Lucas Steflor

    Team•

    Sep 23, 2025

    @colleen Yes, this would be great to have! I can leave this up as a feature request.

    I envision adding a button on the individual client profile like “Print Information Sheet” that generates a page of all the client’s and pet’s info, where you can simply hit cmd/ctrl + P to print it all at once. Does that sound like what you were thinking?

    • colleen

      •

      Sep 23, 2025

      Pet Sitting Service Contract.pdf

      844.4 KB• Document

      Repeat Contract.pdf

      306.8 KB• Document

      Yes, but the problem is that I cannot add my own fields. I need to set up my own fields for the client to be able to update anything, or I need to be able to send them a client information sheet to look over and communicate any changes. I am attaching my first time Pet Sitting Contract and my Repeat Contract I send my clients to fill out and sign. With my PetSitClick, I could create fields for specific things I needed and then it would all show up on the information sheet. I am also attaching a client information sheet that is converted to a PDF of all the information that I need. I created most of the fields, and they are always in the same place. Instead of just taking “notes.” The fields are there on every client in my software program.

      Client Information Form.pdf

      981.1 KB• Document

      • Lucas Steflor

        Team•

        Sep 29, 2025

        Hey @colleen, thanks for sharing these examples, that’s really helpful context.

        With the new Intake Forms feature in Scritches, you can create your own fully customizable forms with agreements and send them to clients. Clients can fill them out online and sign your agreements in one area. Their answers are saved with the form submission, visible later in their client profile. The custom question responses are also attached as notes on the client profile so you can always reference them in one place.

        That said, this is a little different from “custom client fields” like you described in PetSitClick. Right now, custom questions you add in intake forms don’t create permanent, structured fields on every client, they stay with the form submission itself. I may consider adding true custom client fields in the future, which would integrate with intake forms and allow you to have those fields appear consistently for each client record you make.

        For now, though, the intake forms and digital agreements should cover what you describe in your workflow. You can view a detailed explanation of how it works in the help center: https://help.scritches.io/articles/9390777-configuring-intake-forms

        Would love to hear your thoughts!