Best Practices For The New Client Form

When you have your Portal Settings configured to allow clients to create their own accounts, you can select any fields from the Client Details to be included on your new client form. Here are our tips for best practices for customizing your new client form.

Keep The New Client Form Simple

While it’s possible to add every Client Details field to this form, prospective clients are much more likely to complete the form the shorter and simpler it is. Every field on the new client form will be required regardless of whether you have it marked as required in Settings -> Custom Fields, so don’t include fields that are not applicable to all clients to avoid confusion. Also, keep in mind that prospective clients who have never met you may be reluctant to fill out information that is more personal. For example, if you only need a client’s zip code or city to determine whether they are in your service area, you could leave off the field for the client’s street address.

Filling out a longer form is also a waste of your prospective client’s time if it turns out you won’t be able to service them. Your goal should be to gather enough information to make a quick determination of whether the client may be a good fit and get their contact information so you can get in touch with them to schedule a Meet & Greet. For most pet sitting companies, that’s going to mean gathering address information so you can determine if the client lives within your service area and a name, email address, and phone number so you can contact them.

Creating “New Client Only” Form Fields

There may be certain information that you’d like to gather from prospective clients who are filling out your new client form but don’t need from your existing clients. You can create fields that are visible on the new client form but not visible in the client portal by adding the fields in Settings -> Custom Fields and making the fields “Client Editable” but not “Client Visible”.

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