1. Import into your account
View this client consultation form template and click on “Use template” after making sure this is what you are looking for.
Client Consultation Form Template
A client consultation form is a template designed to collect essential information about customers, understand their needs, preferences, and schedule appointments. This free online client consultation form enables professionals and businesses to:- Personalize their services based on each client
- Reduce misunderstanding and improve communication
- Reflect an organized and professional image
Created by forms.app Team
Copied 6 times
About this client consultation form template
A client consultation form is an online document used to collect important information from a client about their background, preferences, goals, or any specific needs, and to schedule appointments. Thanks to online form builder forms.app, you can create, manage, and customize your form for free and get access to:
Form questions will ask about:
- Client’s full name and contact information
- Service type or area of interest
- Previous experiences or treatments
- Specific goals or expectations
- Preferred appointment date and time
- Medical conditions or allergies (if applicable)
- Consent and agreement to terms
Features that we thoughtfully included for your needs, such as:
- Multiple-choice fields to streamline the scheduling process for clients with multiple-choice questions, dropdowns, and yes/no sections.
- Open-ended fields enable clients to specify their needs, preferences, or add extra notes for consultation.
- Date & time fields to avoid scheduling errors and confusion, let clients easily select specific days and hours.
- Contact fields to collect essential client details such as name, email, phone number, and address effortlessly.
- File upload fields to allow clients to upload supporting materials like reference photos, documents, or previous records.
- Selection matrix to let clients indicate their availability across multiple days in a single, easy-to-read grid format.
What can I ask in a client consultation form?
The questions to include in a client consultation form can vary depending on your sector and the type of form you create. However, for a comprehensive draft, your form should include these fundamental questions to get started:
- What is your full name and preferred contact information?
- How did you hear about our services?
- What specific service or assistance are you looking for?
- Have you used similar services before? If yes, please describe your experience.
- What are your main goals or expectations for this consultation?
- Are there any concerns or issues we should be aware of?
- What is your preferred date and time for the consultation?
- Do you have any medical conditions, allergies, or restrictions we should know about? (if applicable)
- Please upload any reference files or documents related to your request.
- Do you agree to our terms and conditions and consent to the use of your information?
Who can use a client consultation form template?
Client consultation forms can be used by various professional groups to gather essential requested service and client information before providing a service. However, they are primarily used by health professionals, beauty specialists, and business consultants.
Health professionals
Doctors, personal trainers, and therapists rely on consultation forms to understand patients’ history, collect essential medical records, and align their services with the patients’ needs.
Beauty & personal care specialists
Hairstylists, estheticians, and other personal care specialists use consultation forms to get contact details, understand previous client experience, and learn specific needs, if any.
Business consultants
Designers, marketers, financial advisors, and other consultants also use consultation forms to assess client aims, project requirements, and expectations to improve their client relationships.
Frequently asked questions (FAQs)
Is this client consultation form template free?
Yes. This client consultation form is totally free to use, along with other free templates on the library.
How can I make this template shorter?
With conditional logic, you can show relevant questions based on the answers to have more extensive details, and just hide irrelevant ones.
Can I share this template on social media?
Yes, after creating your consultation form on forms.app, you can share across all the digital platforms such as Instagram, X, Facebook, and even WhatsApp. Also, you have the option to change the meta image and description as you like.
Use this online client consultation form template
2. Customize as you like
Add or remove questions through forms.app's drag-and-drop interface and match your brand style.
3. Share it on all channels
Embed it on your website in 6 different ways or share your form across all social media channels.
Related templates you might like
Looking for something else? Explore similar form templates below, or browse our extensive collection of free templates on the templates page.
Need a custom consultation form?
Let us know how you would like to have a custom consultation form tailored to your specific needs. forms.app’s free AI form creator will create a free template for you in seconds.
Smooth intake process for everyone
Create your consultation form with powerful features and make the intake process simple and clear for everyone.
Multiple choice fields
Streamline the scheduling process for clients with multiple choice questions, dropdowns, and yes/no sections.
Open-ended fields
Enable clients to specify their needs or add notes for consultation.
Date & time fields
To avoid errors and confusion, let clients easily select specific days and hours.
Contact fields
Collect contact information from your clients, such as name, email, phone number, and email address, easily.
File upload fields
Allow clients to upload supporting documents (e.g., reference photos, documents, or previous records) as needed.
Selection matrix
Allow clients to indicate their availability across multiple days in a single grid.