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Templates / Dog groomers

Every form a dog groomer chases, sent from one link.

Owners forget vaccination records and new staff forget certificates, so you end up asking twice. Docsroom asks once, gives each person their own link and chases whoever has not replied.

7 templates61 requestsWritten for dog groomers

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Seven templates for dog groomers

Open a template to see every request in the order it is asked, and watch it written in and answered.

New customer starter checklistfor new customers · before their first groom11 requests11 requests
New customer starter checklistBella · cocker spaniel9 of 11 back
  • About you
  • FormOwner details6 questionsAssigned to SMSarah Mills, ownerFrom Lucyin 2 daysComplete
  • QuestionEmergency contactname and numberAssigned to SMSarah Mills, ownerFrom Lucyin 2 daysComplete
  • QuestionHow you heard about usone lineAssigned to SMSarah Mills, ownerFrom Lucyin 3 daysReady to check
  • About your dog
  • FormDog details8 questionsAssigned to SMSarah Mills, ownerFrom Lucyin 2 daysReady to check
  • UploadVaccination recorda photo is fineAssigned to SMSarah Mills, ownerFrom Lucyin 3 daysComplete
  • QuestionHealth and medicationanything we should knowAssigned to SMSarah Mills, ownerFrom Lucyin 3 daysAwaiting reply
  • QuestionBehaviour with other dogscalm, nervous or livelyAssigned to SMSarah Mills, ownerFrom Lucyin 3 daysReminder sent
  • UploadA recent photocoat as it is nowAssigned to SMSarah Mills, ownerFrom Lucyin 4 daysComplete
  • Before we start
  • ApprovalGrooming termsread and approveAssigned to SMSarah Mills, ownerFrom Lucyin 5 daysReady to check
  • ApprovalPhoto consentyes or noAssigned to SMSarah Mills, ownerFrom Lucyin 5 daysReady to check
  • DecisionUsual appointment daypick the best dayAssigned to SMSarah Mills, ownerFrom Lucyin 6 daysComplete
Staff starter checklistfor new groomers · before their first day10 requests10 requests
Staff starter checklistJamie Turner · groomer8 of 10 back
  • Right to work
  • QuestionRight to work share codenine charactersAssigned to JTJamie Turner, groomerFrom Lucyin 3 daysComplete
  • UploadPhoto IDpassport or licenceAssigned to JTJamie Turner, groomerFrom Lucyin 3 daysComplete
  • UploadProof of addresslast three monthsAssigned to JTJamie Turner, groomerFrom Lucyin 4 days1 file sent
  • Pay and contract
  • FormBank and tax details6 questionsAssigned to JTJamie Turner, groomerFrom Lucyin 4 daysReady to check
  • QuestionNational Insurance numberone lineAssigned to JTJamie Turner, groomerFrom Lucyin 4 daysComplete
  • ApprovalEmployment contractread and approveAssigned to JTJamie Turner, groomerFrom Lucyin 5 daysAwaiting reply
  • ApprovalStaff handbookread and approveAssigned to JTJamie Turner, groomerFrom Lucyin 6 daysReminder sent
  • Skills and days
  • UploadGrooming qualificationcertificateAssigned to JTJamie Turner, groomerFrom Lucyin 7 daysComplete
  • UploadPet first aid certificateif you have oneAssigned to JTJamie Turner, groomerFrom Lucyin 7 days1 file sent
  • DecisionContracted dayspick your patternAssigned to JTJamie Turner, groomerFrom Lucyin 5 daysReady to check
Yearly vaccination checkfor regular customers · before the booster date each year9 requests9 requests
Yearly vaccination checkBella · cocker spaniel7 of 9 back
  • Vaccinations
  • UploadBooster certificatethe vet’s stamp pageAssigned to SMSarah Mills, ownerFrom Lucyin 3 daysComplete
  • UploadKennel cough certificateif you have oneAssigned to SMSarah Mills, ownerFrom Lucyin 3 daysComplete
  • QuestionDate of the next boosterone lineAssigned to SMSarah Mills, ownerFrom Lucyin 3 daysReady to check
  • QuestionFlea and worm treatmentdate and productAssigned to SMSarah Mills, ownerFrom Lucyin 4 daysReady to check
  • Health changes
  • QuestionAny change in healthsince the last visitAssigned to SMSarah Mills, ownerFrom Lucyin 4 daysComplete
  • QuestionNew medicationname and doseAssigned to SMSarah Mills, ownerFrom Lucyin 4 daysAwaiting reply
  • UploadA vet’s letterfor skin or joint careAssigned to SMSarah Mills, ownerFrom Lucyin 5 daysReminder sent
  • Consent
  • ApprovalUpdated grooming consentread and approveAssigned to SMSarah Mills, ownerFrom Lucyin 6 daysComplete
  • DecisionBooking reminders bytext or emailAssigned to SMSarah Mills, ownerFrom Lucyin 6 daysReady to check
Puppy first groom packfor puppy owners · before the first visit9 requests9 requests
Puppy first groom packPoppy · labradoodle puppy7 of 9 back
  • About your puppy
  • FormPuppy details6 questionsAssigned to TFTom Fletcher, ownerFrom Lucyin 2 daysComplete
  • UploadVaccination cardsecond jab dateAssigned to TFTom Fletcher, ownerFrom Lucyin 3 daysComplete
  • QuestionBreed and coatas far as you knowAssigned to TFTom Fletcher, ownerFrom Lucyin 3 daysReady to check
  • QuestionAge and birthdayone lineAssigned to TFTom Fletcher, ownerFrom Lucyin 3 daysReady to check
  • Getting used to us
  • DecisionIntroductory visitsthree short or one fullAssigned to TFTom Fletcher, ownerFrom Lucyin 5 daysComplete
  • QuestionSounds or handling to avoiddryer, clippers, pawsAssigned to TFTom Fletcher, ownerFrom Lucyin 5 daysAwaiting reply
  • QuestionGood treats and toysand any allergiesAssigned to TFTom Fletcher, ownerFrom Lucyin 5 daysReminder sent
  • Agreement
  • ApprovalPuppy handling consentread and approveAssigned to TFTom Fletcher, ownerFrom Lucyin 6 daysComplete
  • ApprovalGrooming termsread and approveAssigned to TFTom Fletcher, ownerFrom Lucyin 6 daysReady to check
Mobile grooming visit packfor mobile van customers · before the van arrives8 requests8 requests
Mobile grooming visit packMilo · miniature schnauzer6 of 8 back
  • Your address
  • FormAddress and parking5 questionsAssigned to HWHannah Wright, ownerFrom Lucyin 2 daysComplete
  • QuestionSpace for the vandrive, road or noneAssigned to HWHannah Wright, ownerFrom Lucyin 2 daysComplete
  • QuestionAccess notesgate code, steps, petsAssigned to HWHannah Wright, ownerFrom Lucyin 3 daysReady to check
  • The visit
  • DecisionTime slotmorning or afternoonAssigned to HWHannah Wright, ownerFrom Lucyin 3 daysReady to check
  • QuestionWater and poweroutside tap and socketAssigned to HWHannah Wright, ownerFrom Lucyin 3 daysComplete
  • ApprovalTerms and cancellationread and approveAssigned to HWHannah Wright, ownerFrom Lucyin 4 daysAwaiting reply
  • Your dog
  • FormDog details8 questionsAssigned to HWHannah Wright, ownerFrom Lucyin 4 daysReminder sent
  • UploadVaccination recorda photo is fineAssigned to HWHannah Wright, ownerFrom Lucyin 4 daysComplete
Salon safety and insurancefor the business · each year, before renewal8 requests8 requests
Salon safety and insuranceWillow Lane Grooming · yearly pack6 of 8 back
  • Insurance
  • UploadPublic liability insurancecurrent certificateAssigned to LBLucy Bennett, managerFrom Lucyin 7 daysComplete
  • UploadEmployer’s liabilityif you have staffAssigned to LBLucy Bennett, managerFrom Lucyin 7 daysComplete
  • UploadPremises and contentsschedule pageAssigned to LBLucy Bennett, managerFrom Lucyin 8 days1 file sent
  • Safety
  • UploadElectrical safety testPAT certificateAssigned to LBLucy Bennett, managerFrom Lucyin 10 days2 files sent
  • UploadFire risk assessmentsigned and datedAssigned to LBLucy Bennett, managerFrom Lucyin 10 daysComplete
  • UploadChemical safety sheetsshampoos and dipsAssigned to LBLucy Bennett, managerFrom Lucyin 12 daysAwaiting reply
  • ApprovalHealth and safety policyread and approveAssigned to LBLucy Bennett, managerFrom Lucyin 12 daysReminder sent
  • QuestionAccidents this yearyes or no, then detailsAssigned to LBLucy Bennett, managerFrom Lucyin 14 daysComplete
Supplier setupfor suppliers · before the first order6 requests6 requests
Supplier setupHartley Pet Supplies · new supplier5 of 6 back
  • Their details
  • FormSupplier details6 questionsAssigned to PAPaul Ashworth, sales repFrom Lucyin 3 daysComplete
  • UploadPrice listcurrentAssigned to PAPaul Ashworth, sales repFrom Lucyin 4 daysComplete
  • QuestionDelivery daysand cut-off timeAssigned to PAPaul Ashworth, sales repFrom Lucyin 4 daysReady to check
  • Safety and terms
  • UploadChemical safety sheetsfor every productAssigned to PAPaul Ashworth, sales repFrom Lucyin 7 days2 files sent
  • UploadBusiness insurancecertificateAssigned to PAPaul Ashworth, sales repFrom Lucyin 7 daysComplete
  • ApprovalTrade termsread and approveAssigned to PAPaul Ashworth, sales repFrom Lucyin 8 daysAwaiting reply

Written for dog groomers. The names are made up. The replies coming in are an illustration. Build any of these in Docsroom and save it as your own template.

Why it helps

What changes for you

One link for each owner

Nobody makes an account or remembers a password. Each owner opens their own link and answers from their phone.

Records come back to one list

Vaccination certificates and consent forms arrive in one place, with the date each one came in.

Reminders go out for you

Docsroom chases whoever has not replied until each one is in, and stops once they have.

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Type your kind of work. If we have its kit, it opens straight away. If not, we write one with AI or show the closest we have.

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