New Clients
How to Get Started with HTPS!
Step 1 – New Client Questionnaire
Your first step is to complete the New Client Questionnaire.
This will give us some basic information concerning your pet care needs and whether HappyTails Pet Sitting (HTPS) is a good fit for your family.
Step 2 – Your Online Profile & New Client Consultation
Once we have received your New Client Questionnaire and have determined we can meet your pet care needs, we will contact you within 24 hours (weekends excluded), at which time we will schedule your complimentary New Client Consultation and send you an invitation link via email to create a username and password to access your secure HappyTails profile/account.
You will use our online system to input your pet care details, home details, make service or cancellation requests, and communicate with us directly. Your complete profile details must be received prior to the New Client Consultation.
At the time of the consultation a HTPS representative will visit with you at your home to meet both you and your furry family members. We will finalize the details of your care needs, assess the temperament of your pets, answer any questions you have about HappyTails Pet Sitting, our policies, procedures, team, services, and care execution. The representative you meet will become your primary Professional Pet Sitter, and she/he will take care of your fur babies each time you travel, so that we can form a long and lasting relationship with you.
All details necessary to care for your pets and your home should be entered directly into your account and all service requests made via the HTPS system. Care information is reviewed by our staff in advance of the execution of each individually requested service. They then access your info “in the field” via mobile devices to verify specific instructions and details. Therefore, HTPS cannot accept “handwritten” or typed notes for care instructions. This only creates confusion for our staff, and takes precious time away from your pets as we try to reconcile conflicting information, make updates and changes to your account, and edit on-site Progress Reports made in advance of your reservation and based upon your existing account details.
Step 3 – Keys
We will obtain two sets of house keys during the in-home consultation. One set will be coded and held by your primary pet sitter and the other will be coded and secured in our office safe to be used in the case of a lockout or emergency. We reserve the right to obtain duplicates to accommodate multi-sitter appointments.
Key Duplicate Fee – If you do not have two sets of keys ready at the consultation, we will make an additional copy and add $10 to your first bill.
Key Retention & Key Pick-up/Drop-off – It is recommended that your keys remain in the care of HappyTails Pet Sitting for future services. Your keys will be kept in a secured lock system and are coded for your protection. Should you choose not to have us retain your keys, key pick-up/drop-off fees will be assessed at $15 per trip.
Key Return – You may request that your keys be returned upon termination of services with HappyTails Pet Sitting. All key returns will incur a $15 key drop fee.
Step 4 – Service Confirmation, Invoices & Payment
After your New Client Consultation has been completed, if you have an upcoming service request (and we are able to accommodate your request) you will receive a confirmation of service acceptance via email (typically within 24 hours) which will then be followed by your invoice via QuickBooks. Your accepted service and pet care schedule will be available for viewing within your HTPS account.