Pet Grooming Intake, Matting & Incident Toolkit

For grooming salons seeking more consistent pet intake, visit, matting discussion, incident, and customer follow-up records.

What is included

• Blank Excel working template with formulas and dropdowns
• Separate Excel demo workbook with fictional examples
• Two editable Word forms in one DOCX, with a two-page printable PDF copy
• Quick-start guide in Word and PDF
• Read-me, operating limitations and internal-use license

Core features

• Pet intake and repeat appointment history
• Matting severity and written authorization references
• Incident and customer-contact records
• Automated missing-consent and follow-up prompts

Business recordkeeping only, not veterinary advice, medical triage, waiver of negligence, or assurance of animal safety. Follow veterinarian instructions and applicable local rules.

Requires compatible Microsoft Excel (.xlsx) and Word (.docx) software. Printable PDFs are included. Rows 6–105 are preconfigured; extending the workbooks requires copying formulas and updating dashboard ranges. Formula cells are not password-protected. Photos, communications, signatures and original attachments must be collected and retained separately. No cloud integration, automation service or ongoing subscription is included.

Single purchasing organization internal-use license; editing permitted. Do not resell or distribute the original templates or present them as official agency material.

Created with AI assistance. Professional review may be necessary for regulated transactions. No certification, endorsement or performance guarantee is provided.

Digital download. No physical item is shipped. Your download is delivered through Shopify after checkout.