What's inside the client intake forms
- These Forms Belong To
- Client Intake Form
- Getting to Know You
- Service Agreement
- Client Record
- Client List
- Invoice Tracker
- Notes
See every page
All 11 pages of the US Letter version, exactly as they print. Tap a page to see it larger.
- 1. Cover
- 2. These Forms Belong To
- 3. Contents
- 4. Client Intake Form
- 5. Getting to Know You
- 6. Service Agreement
- 7. Client Record
- 8. Client List
- 9. Invoice Tracker
- 10. Notes
- 11. Thank you page
Who this client intake forms is for
These forms are for coaches, therapists, beauty professionals, trainers, tutors and service providers who welcome new clients. They suit solo practitioners and small studios that want a professional first impression and complete records. Good intake forms save time in the first session and help you serve each client well. They also help you spot health concerns, allergies or goals before you begin.
How to use your client intake forms
Send the intake form and questionnaire before the first appointment so clients can answer at home. Review answers to prepare. Ask clients to sign the agreement page, which covers your policies. Keep session records for each client, list all clients on the client list, and track invoices and payments on the invoice tracker. Store completed forms securely because they contain personal information. Update records whenever a client's details change.
Formats included
A4 PDF
For printing in most of the world (210 × 297 mm).
US Letter PDF
For printing in the US and Canada (8.5 × 11 in).
Digital PDF
Hyperlinked tabs for tablets and PDF annotation apps.
Ready to start?
Free downloadClient Intake Forms questions
Can I add my own policies?
Yes. The agreement page has space for your terms. Other pages in the 11-page client intake forms include "These Forms Belong To", "Client Intake Form" and "Getting to Know You", so related notes stay together. Print the A4 or US Letter PDF as often as you need, or write in the digital version on a tablet.
Is it suitable for wellness professionals?
Yes. It suits coaches, therapists, trainers and beauty pros. Other pages in the 11-page client intake forms include "These Forms Belong To", "Client Intake Form" and "Getting to Know You", so related notes stay together. Download it free, print only the pages you need and add more copies of any page later.
Does it track payments?
Yes. There is an invoice tracker. Other pages in the 11-page client intake forms include "These Forms Belong To", "Client Intake Form" and "Getting to Know You", so related notes stay together. Download it free, print only the pages you need and add more copies of any page later.
Is the Client Intake Forms really free?
Yes, the Client Intake Forms is completely free for personal use. Download the 11-page PDF without an account or email address, print it at home as often as you like and share the page link with friends. Matching bundles on our Etsy shop are optional and paid; this single planner stays free.
What size is the Client Intake Forms?
The Client Intake Forms comes in A4 (210 x 297 mm) and US Letter (8.5 x 11 inches), plus a hyperlinked digital PDF for tablets. Choose the file that matches the paper in your printer and print at Actual size or 100%, so nothing is cut off. Both paper sizes have the same 11 pages.
