Category
Pet client record Excel templates
Organize owner details, pet profiles, consent status and service history without mixing every record into one crowded sheet. Only published workbooks appear in this collection.
9 published templates
Keep owner, pet and service records distinct
Start by deciding which fields are needed for the service and who should use them. An intake register captures onboarding status, a pet profile holds current operational notes, and a service history records completed visits. Avoid storing sensitive details that are not necessary for the work.
Which client record should I start with?
Use an intake sheet for onboarding, a profile tracker for current information and a service history for dated events. Consent and document-expiry registers are better kept as focused controls rather than extra columns in every file.