Learning Hub · Home Visits
Home Visits Agreement Sections
What does this policy do?
Clients booking Home Visits already sign your shared Boarding / Sitter agreement. This editor is optional — it lets you APPEND extra sections specific to visits (key handling, alarm codes, indoor access, emergency vet consent for solo sitter visits). If you leave it blank, no visits-specific clauses are added and the shared agreement covers everything.
How custom visits sections work
Additive only
Sections you add here appear alongside the standard agreement — they never remove the base clauses.
Placement
Choose which base section your custom clause appears after (e.g. after "Emergency Vet Care").
Active/inactive toggle
Deactivate a section without deleting it — useful for seasonal clauses like winter driving conditions.
Signed on first visit booking
The full agreement (base + visits additions) is presented to the client the first time they book a Home Visit.
Interactive visits agreement section builder
📄 Custom Agreement Sections
⋮⋮
House Rules
After "General Terms"
⋮⋮
Feeding Special Diets
After "Health & Vaccinations"
⋮⋮
Photo/Video Policy
After "Data Protection"
⋮⋮
Christmas Surcharge
After "Pricing"
✓ 3 active custom sections added to your boarding agreement · Drag to reorder
What the client sees
Click each scenario to see the result and email preview
Client books their first Home Visit
They're shown the full agreement — standard boarding clauses plus your visits additions — and asked to accept it. Their acceptance is recorded and stored on the client record.
Please review your Home Visits agreement
to: client@example.com
Before we confirm your Home Visit for Milo, please read and accept our client agreement. It includes our standard care terms plus a few extra clauses specific to visits — how we handle keys, alarm codes and emergency contact. Reply or sign in to accept.
Tips
Keep additions short — clients are more likely to actually read three concise clauses than a wall of text.
Common visits clauses: key-safe handling, alarm codes, indoor access boundaries, cash-for-emergency-vet consent.
Review your visits clauses annually — key-storage best practice and data-protection expectations change.
If you don't need any visits-specific clauses, leave this blank — the shared agreement is enough.
Learning Hub • Home Visits Agreement Sections
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