Client Intake Form Template: Copy This Question List

Steal this structure. Delete anything you won't act on - every extra field costs completion rate.

Section 1 - Contact & consent

• Full name, email, mobile number
• "OK to text you appointment reminders?" (yes/no - this is your SMS consent)
• How did you hear about us? (referral / Google / Instagram / other)

Section 2 - Goals

• "What brings you in?" (open text - their words, not your categories)
• "What would make this a win for you in 3 months?"

Section 3 - History & specifics (customize per industry)

• Trainers/bodywork: injuries, conditions, medications that affect exercise or treatment
• Stylists: color history, chemical services in the last 12 months, allergies/sensitivities
• Coaches/tutors: previous experience, current level, learning preferences
• Photographers/contractors: project details, location, dates, inspiration links

Section 4 - Logistics

• Preferred days/times
• Anything else I should know before we start?

Section 5 - Policy acknowledgment & signature

• Cancellation policy (paste yours - see our templates)
• Liability/consent language where relevant to your industry
• Signature + date (e-signatures are legally valid in the US under the E-SIGN Act of 2000)

Delivery matters as much as content

Send it automatically at booking, mobile-friendly, signed online - not a clipboard at arrival, not a PDF attachment. The form should be finished before the client walks in.