New Client Onboarding
- 1Owner fills out intake form on the website
- 2System triggers a Meet and Greet booking link
- 3Digital contract and pet profile form sent automatically
- 4Admin reviews temperament notes and approves the account
Systems for Pet Sitters
Streamline Your Pet Care Routes and Client Communication
Pet service providers bring in revenue through recurring walk schedules and drop in visits for vacationing owners. Most lost work traces back to the back and forth of scheduling morning routines or when billing for extra time spent on difficult leashing or feeding tasks. Centralizing pet data and communication prevents these operational gaps.
Pet Services
- Pet Profile Portal
- Missed Call Text Back
- Automated Visit Reports
- Recurring Payment Setup
- Vaccination Reminders
Also for: Pet Sitters
How the business actually works
How the work flows, start to finish.
- 01
Inquiry
A pet owner reaches out to check availability for specific dates or recurring midday walks.
- 02
Meet and Greet
A consultation is held to assess the pet temperament and review home entry protocols.
- 03
Onboarding
The owner provides vet information, vaccination records, and specific feeding or medication instructions.
- 04
Scheduling
Visits are added to the master calendar and assigned to specific walkers based on proximity.
- 05
Service Delivery
The walker completes the visit, providing updates on potty breaks, energy levels, and behavior.
- 06
Billing
Invoices are generated for the weekly schedule including any surcharges for holidays or extra pets.
- 07
Retention
Regular clients are re-engaged for holiday bookings or seasonal schedule adjustments.
Where it leaks
Common problems for dog walkers.
01
Key Management Stress
Tracking physical keys or garage codes across multiple staff members often leads to logistical delays. Without a secure digital record, walkers may arrive at a property unable to gain entry.
02
Fragmented Pet Data
Pet allergies, leash reactivity, and feeding amounts are frequently buried in long text threads. Missing a critical detail during a drop in visit can result in safety risks or owner dissatisfaction.
03
Manual Invoicing
Spending hours every Sunday evening calculating walk totals and manual surcharges slows down cash flow. Owners often forget to pay when the request arrives late or via an inconvenient method.
04
Last Minute Cancellations
Owners often cancel walks the morning of the service, leaving gaps in the schedule that cannot be filled. Clear policies are hard to enforce without an automated system that tracks notice periods.
05
Communication Fatigue
Answering individual texts about walk times or water refills while in the field is distracting and inefficient. Clients feel anxious when they do not receive a timely confirmation that their pet is safe.
What LATTICE can build
Systems built around how you work.
Pet Profile Portal
Store medical history, behavioral notes, and vet contacts in a secure portal accessible to the assigned walker.
Missed Call Text Back
Immediately respond to new pet owners inquiring about holiday availability when you are out on a route.
Automated Visit Reports
Send a standardized summary and photo to the owner as soon as a walk is completed to ensure peace of mind.
Recurring Payment Setup
Collect card information during onboarding to automatically bill for weekly midday walking packages.
Vaccination Reminders
Automate requests for updated rabies and distemper certificates before they expire to maintain compliance.
Entry Protocol Vault
Securely store lockbox codes and alarm instructions that are only revealed to the walker during the scheduled window.
Reactivation Campaigns
Reach out to past vacation clients three weeks before major holidays to secure early bookings.
Example systems
What it looks like in practice.
Holiday Booking Workflow
- 1Email sent to client list announcing holiday dates
- 2Owner requests specific drop in times via portal
- 3System checks against staff capacity and confirms booking
- 4Deposit invoice generated and sent to secure the slot
Post-Visit Follow Up
- 1Walker marks the service as complete in the dashboard
- 2Text notification sent to owner with a summary and photo
- 3Feedback request sent after the first week of service
- 4Review request triggered after five positive walk ratings
Have a different problem?
Tell us what's slowing the business down. LATTICE can build around the way your business operates.
Questions from dog walkers
How do I handle specific feeding and medication instructions?
Our systems utilize digital pet profiles where owners upload detailed care requirements. These notes are attached to every scheduled visit, ensuring the walker has the most current information right on their screen before entering the home.
Can I manage multiple walkers with different schedules?
Yes, the system allows you to assign specific routes to different staff members. You can view the entire team schedule from a single dashboard to ensure all morning and afternoon windows are covered without overlaps.
What happens if a client cancels a walk at the last minute?
You can configure automated cancellation policies that determine if a credit is issued or if the full fee is charged based on the notice period. This ensures your staff is still compensated for their time and your revenue remains predictable.
Is it possible to automate billing for recurring weekly walks?
The system supports automated invoicing and recurring payments. You can set up clients on a weekly or bi-weekly billing cycle, reducing the time you spend chasing payments and ensuring funds are deposited promptly.
How do I keep my home entry codes and keys secure?
Sensitive data like alarm codes and lockbox combinations are stored in encrypted fields. You can restrict access so that walkers only see the entry details for the specific pets they are scheduled to visit that day.