How to Create a Dog Training Intake Form

What this video covers

This is a fast, practical walkthrough of building a client intake form for your dog training business — the same ground covered in depth by the client intake form template, condensed into an on-screen guide.

A good intake form does two jobs: it gives you the information to prepare for a safe, effective first session, and it makes your business feel organized and professional from the very first touchpoint. We walk through which fields matter, how to keep the form short enough that clients actually finish it, and how to slot it into your onboarding so nothing falls through the cracks.

What you'll learn

• The essential fields: owner and dog details, training goals, behavior and bite history, health and vaccination status, and logistics.
• How to structure the form so it's quick to complete but still thorough.
• Why bite history and health questions matter for safety and planning.
• How to build intake into your onboarding so every client completes it before session one.

For the full field-by-field breakdown, follow along with the client intake form template and see dog training client onboarding for the surrounding workflow. A platform like Pawtner can collect intake as part of booking so the data lands in the client record automatically.

Action checklist

• List the fields you truly need — owner, dog, goals, behavior, health, logistics.
• Include bite history and vaccination status for safety and planning.
• Keep the form short enough that clients finish it in one sitting.
• Send the intake form automatically when a client books.
• Store completed forms in the client record so the history stays together.