Client Consultation Form Template

Client consultation forms help you collect the personal information of your customers before the appointment. With a consultation form, you can decide if the client is suitable for the appointment, and have enough time to prepare. Select forms.app’s free client consultation form template and create your form easily and quickly!

Client Consultation Form Template

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How to improve your business with online client consultation forms?

Sometimes, businesses have to ask pre-required questions to their prospective customers before the consultation. And with online consultation forms, this process is now much shorter and flexible for everyone. These forms will collect contact & client information for you and save you a lot of time. 

For instance, if you have a hair salon, your clients can share the necessary information for the services and you can prepare yourself and your equipment accordingly. With forms.app’s online client consultation form template, you can create your form within a matter of seconds and manage your time better.

How to make a proper client consultation form?

Client consultation forms can have different questions and designs according to the business type. For example, beauty salons may prefer colorful and casual design while law firms go with a basic design and serious approach. But considering a few common points may greatly affect the results when creating a consultation form.

  • Ask all the necessary questions: The client consultation form comes with all the general questions. But if you work in a special field, you may want to add additional questions. Since your preparations or decisions about working with them will be based on these forms, you have to make sure that no necessary question is left out. 
  • Add your logo into the form: Sometimes, some of the questions in consultation forms can be sensitive. But adding your logo will make your client feel more secure when answering the questions. This will especially help law firms build trust with their clients.
  • Create a suitable design for your business: First impressions mostly determine success. Having a professional design will motivate more clients to fill the form.

How to edit your form?

forms.app offers you the perfect client consultation form template to start creating your form. In fact, you can use the client consultation form template without even changing any features. But customizing your form may give you better results if you work in a specific field. forms.app provides powerful features for you to customize your form as you want. On the edit page, you can easily make changes to your form, such as:

  • Adding or removing questions
  • Changing question types
  • Setting conditions for specific questions
  • Adding your logo or photos of your business 

Also, if you are a small business owner, customizing your client intake form to suit your business type will only take a few minutes.

How to design your client consultation form elaborately?

The design of your form tells a lot about your business. No matter your business type, forms.app offers the most effective solutions for design. After selecting forms.app’s client consultation form template, you can easily choose one of the free themes for a quick start, or design your form manually on the design tab. 

The client consultation form template comes with a simple design for general purposes. But you can try different colors, border shapes, fonts and backgrounds until you create an appropriate layout. After you are comfortable with your design, click the eye button to preview how your form will look on different devices. This feature will be helpful for creating a smooth experience for your clients. 

How to choose the best options for your form? 

forms.app provides many options for your client consultation form. By enabling notifications, for example, you can get instantly notified when a form is submitted. This feature will help you work faster and effectively. Furthermore, you may add a direct message option for your customers, so they can reach you via WhatsApp for additional details or questions.

Many sharing options are also available on forms.app. When it is complete, you can easily add your form to your website or share it on your social media accounts. Select forms.apps free client consultation form and start creating your form today!

 

By using forms.app’s easy and extensive form builder user interface, you can create online forms, surveys, and exams with less effort than anything else! You can quickly start with a ready-made template and customize it according to your needs or you can start from scratch and build your form with many different types of form fields and customization options. 

Powerful features: 

  • Conditional logic 
  • Create forms with ease
  • Calculator for exams and quote forms
  • Geolocation restriction
  • Real-time data
  • Detailed design customization

Automations between the tools you use are vital as it saves time and deducts tons of workload. Imagine that you would need to transmit data from your form responses to another tool manually. That would be boring and time-consuming distracting you from your real work.

forms.app integrates with +500 third-party applications such as Asana, Slack, and Pipedrive via Zapier. Thus, you can automate your workflows and focus more on enriching your business.

Let our templates do errands for you and let you focus more on critical parts of your forms and surveys such as form fields, questions, and design customization. With over 100 templates, forms.app enables you to create a form that you need and customize it according to your needs by using our form creator.

You can share your forms in any way you like. If you want to share your form and collect responses through your form’s unique link, you can simply adjust privacy settings and copy paste your form link anywhere. And if you would like to embed your form in your website, you can easily copy and paste embed code in your website HTML.

On forms.app, you can customize your form’s theme and design elements in depth. Once you switch to the ‘Design’ tab after getting your form done, you will see many different design customization options. You can change your form theme by choosing your own colors or picking one of many ready-made themes. 

 

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