Client intake form template
Goals, obstacles, timing, budget and who decides, before the first call. Coaching preset.
Client intake form templates
An intake form is the first real conversation with a new client, done before you meet. It is worth more than a contact form because it asks the questions you would otherwise spend the first half hour on: what they want, what they have tried, what is off limits, what they can spend. Each template here is written for one kind of practice, so a personal trainer is asked about injuries and an accountant is asked about year-end, and nobody is asked for things the practice does not need. None of them is built for medical records.
Intake forms
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Massage intake form template
Goals, focus areas, pressure and a precautions check before the first massage.
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Accounting client intake form template
Personal or business, filing status, structure, year-end and software. No ID numbers.
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New customer form template
Open a trade account: billing and invoice contacts, PO rules, tax status and delivery.
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Website design questionnaire template
A client brief: goals, pages, sites they like, brand files, photos, budget and launch date.
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Fitness client intake form template
Goals, training times and a yes/no pre-exercise screen that flags GP clearance, signed.
Which one do you need?
Each template is built for one job. Start from the closest and change the rest in the editor.
- Consultants, coaches and agencies taking on a client Client intake form template
- Accountants and bookkeepers Accounting client intake form template
- Setting up a new business customer account New customer form template
- Briefing a new website project Website design questionnaire template
- Personal trainers and gyms Fitness client intake form template
- Massage therapists Massage intake form template
What intake forms have in common
Across the 70 real forms we read for these templates, these are the details almost every one of them asks for. The rest is what makes each form its own. From the Form Field Index.
Questions about intake forms
Can I use these intake forms for patient records?
No. PulseFormCreator is not HIPAA compliant, so it is not for medical practices collecting patient health records. The wellness templates here ask only the screening questions a trainer or massage therapist needs before a session.
Can clients fill it in over more than one sitting?
Yes. Turn on Save and finish later and people can leave and come back to where they stopped.
Can I pre-fill the client’s name from my booking link?
Yes. Add a hidden field or a default answer that reads from the link, such as ?name=Sam, and the form opens with it filled in.