Client intake form template
Goals, obstacles, timing, budget and who decides, before the first call.
Intake form templates
Intake forms
An intake form is the first real conversation with a new client, done before you meet. Each template here asks what one kind of practice needs, so a personal trainer asks about injuries and an accountant asks about year-end, and nobody is asked for more. None of them is built for medical records. Each one also prints as a PDF.
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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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Personal training intake form template
Goals, sessions a week and a yes/no pre-exercise screen that flags doctor clearance, signed.
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Massage intake form template
Goals, focus areas, pressure and a precautions check before the first massage.
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
- A coaching client Coaching intake form
- Accountants, bookkeepers and tax preparers Accounting client intake form template
- An accounting practice in the UK UK accounting client intake
- An accounting practice in Australia Australian accounting client intake
- Setting up a trade customer account New customer form template
- A trade customer in the UK UK new customer form
- A trade customer in Australia Australian new customer form
- Briefing a new website project Website design questionnaire template
- A website brief with UK budgets UK website design questionnaire
- A website brief with Australian budgets Australian website brief
- Personal trainers and gyms Personal training intake form
- Massage therapists Massage intake form template
- Sports or remedial massage Sports massage intake form
Salons, spas and studios
- A waxing client’s skin check and consent Wax consent form
- A lash extension client Lash consent form
- A tattoo client’s health check and consent Tattoo consent form template
- Salon and beauty appointment requests Salon appointment request
What intake forms have in common
The details they ask for most often.
Each figure is the share of 92 intake forms in the Form Field Index that ask for it.
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. Their progress is saved by default, so they can come back and finish on the same device.
Can I prefill the client’s name from my booking link?
Yes. Pass it in the link, such as ?name=Sam, and the form opens with it filled in.
Can a new client book a first session after the form?
Yes. Add a Book a time button to the thank-you screen, free. It opens your Cal.com, Calendly or other booking link with their name and email filled in.
What comes before an intake form?
Usually a first message from your website, such as a general inquiry form or a consultation request. Send the intake form once they decide to go ahead, so your first meeting starts from their answers.