Client Intake Form Template
Use this client intake form in your business to gather all necessary information from new arriving customers on your website.
Customize templateSee how
This clear, versatile client intake form template is sure to ease the onboarding process for new patients. There’s no need to grapple with code: just drag and drop the questions you need for your counseling assessment intake form. You can even transform the look with the colors and fonts of your choice.
Publish templateSee how
Effortlessly post online intake forms to your website with a mere copy and paste. Would you like to blend the new client form into your web page or have it pop up as a lightbox? It’s your choice! Mobile responsive, the forms look and work great on any device your patients and intake counselor use.
Collect & manage dataSee how
No anxiety here! Your clients’ intake form submissions are encrypted in transit and then stored in a secure database, ready for export to CSV, PDF and Excel. You can also connect this new client form with a wide assortment of third-party apps. For example, send name and contact information into FreshBooks to make it easy to generate bills and receipts in seconds.
Optimize your flowSee how
How do you currently perform client intake? Do you take down information over the phone? Use a handwritten client form? Once you go digital, you’ll find you can skip right over the time-consuming, error-prone data entry and gain the time to become an even better counselor for your new clients.