Client Intake Form Template
The client intake form template is used by all businesses to gather all necessary information from their customers. You can keep sensitive private, get easy access to your client’s history, and save time by collecting forms online with a free client intake form. To customize this template, use our form builder. No coding needed.
This is more than a simple Client Intake Form template
- Sign up to a secure form builder
- Keep track of all your clients and projects
- Connect your customer data with your favorite CRM
- Add your logo and branding colors
- Set up auto-reply emails on submit
Frequently Asked Questions
What is a client intake form?
A client intake form, or client intake questionnaire, is a document businesses use to onboard clients into their services. They include questions that help clarify the client’s needs. Client intake forms also help determine which clients are a better fit for business depending on the complexity of the questionnaire.
How do I create a client intake form?
This versatile client intake form template is sure to ease the onboarding process for new clients. 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.
How can I share my client intake form?
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 clients use.
How can I manage my client intakes?
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. 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.