Reduce Paper With Online Client Intake Forms

Send clients online intake forms<br/>they complete it and we securely store it for you
Pick an intake form template

Pick an intake form template

Search through a range of industry specific templates, or start with a blank form

Customise your intake form

Customise your
intake form

Add, edit or remove questions, then add your logo, terms and conditions

Send the form to your intake form clients

Send the form to
your clients

When you're happy with your form, enter your client's email address and hit 'send'

Receive intake form responses

Start receiving client responses

Clients will be sent your form and you'll be notified when they've completed it

Online Intake Forms

Who is ClientForm for?

ClientForm can be used to create intake forms for many kinds of specialists: from personal trainers, massage therapists, nutritionists, medics, counsellors and many more. See the full list of intake forms here.

How does it work?

There are a few different ways you could use ClientForm to manage your new client intake form process. The most common way would be to create your intake form using one of our templates, then enter your client's email address, hit 'send' and receive notification via email.

Is ClientForm safe?

We know that your client's data confidentiality is a top priority, so we've designed to be 100% secure and compliant with ICO and CQC. Quite simply, ClientForm securely stores the information your clients submit through the intake forms you send them. Read more about ClientForm's security.

How do I create a form?

Creating a form with ClientForm is easy, click here to watch a video on how to create intake forms using ClientForm, or to read step-by-step instructions if you'd prefer. Once you've made your form, click here to see how to send your form.

Can I add the form to my website?

Currently the best way to link your intake form to your website is by copying & pasting the link, get full instructions on how to do that here. However, we're working on creating a widget that will allow you to add your intake form to your site in a more attractive way. 

Don't want to chat, just scroll to read...