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Free Online Intake Form Templates
An intake form is an online document to accept clients and gather their personal information quickly. When you contact your clients for the first time, you can speed up your service relationship with this form.
56 templates are listed in this category
Patient Intake Form
This template helps healthcare providers collect and maintain a record of patients' personal, medical, and insurance information. This free online patient intake form offers three main benefits for healthcare providers:
Tax Client Intake Form
A tax client intake form is an essential tool for tax professionals to efficiently gather client information. Streamline your onboarding process by using this customizable form template to collect vital tax details online. Start managing your clients effortlessly today by clicking “Use Template.”
Medical Intake Form
The medical intake form is a critical document that helps the healthcare provider to get a complete picture of the patient's condition. It is used to determine the best course of treatment for the individual. On forms.app, you can easily select this medical intake form template and create your custom form in minutes.
Therapy Intake Form
A therapy intake form is a document that is used to collect information about a patient prior to beginning therapy. The form can be used by therapists, counselors, or psychologists to gather data about their patients. By using this free therapy intake form template, you can create your customized form in minutes!
Counseling Intake Form
Professional counselors need to be able to gather important information from their clients in order to provide the best possible care. This intake form template is designed to help counselors do just that. The form can be customized for your needs and easily shared with clients.
Meditation Intake Form
Online forms are great for understanding your clients' needs before a meditation session. This meditation intake form helps you gather important information to tailor the session to their specific goals. Click “Use Template” to start your guided sessions with personalized insight today.
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:
Hiking Intake Form
Online forms are great for planning a hiking trip and need a way to gather participants' details. This hiking intake form will help you collect essential information about your hikers' preferences and experience levels, ensuring a safe and enjoyable adventure. Use forms.app’s free template, and get started.
Personal Training Client Intake Form
A personal training client intake form is an online tool to gather essential information about new clients. If you want to streamline your onboarding process and tailor your training plans, this form template is for you. Start for free now!
Massage Therapy Intake Form
A massage therapy intake form is a necessary document for any therapist. It helps to prevent the mistreatment of clients by gathering all the relevant information beforehand. You can create this form with forms.app’s free template, which is easy to use and customizable. So get started today and make sure your clients have the best experience possible.
Fishing Intake Form
This fishing intake form helps you collect important participant details, fishing experience, licenses, and trip preferences. Click “Use Template” and get ready to cast off with confidence and clarity!
Kitesurfing Intake Form
This kitesurfing intake form helps you gather essential participant info, including skill level, health conditions, and emergency contacts, so you can ensure a fun and safe session. Click “Use Template” and set up your form in minutes!
Call Back Form
Do you want your customers to leave their contact details so you can immediately get in touch with them? To follow up on client inquiries and offer support as quickly as feasible, use this call-back form template to create your own form today.
Mental Health Intake Form
The mental health intake form is a document that captures the details of an individual's experience with their mental health. By using an online form, you can gather the necessary information in a standardized way before consulting with the patient. This mental health intake form template was created to help clinicians streamline the data collecting process and worm more efficiently.
Life Coaching Intake Form
If you are a life coach or provide counseling services, you know how time-consuming to collect necessary information before creating a good plan. This life coaching intake form will easily solve this problem and gather all the information just for you. Plus, you can use this free life coach intake form template to create your own custom form with a few simple clicks.
Marketing Intake Form
Do you want to learn what your customers need before you launch a marketing campaign for them? Get a marketing intake form and learn every detail you can make use of to plan ahead. Crafting such a form has never been easier with forms.app’s marketing intake form template!
Bankruptcy Intake Form
A bankruptcy intake form lists the payments and fees the client must pay to receive the consultation. You can learn general information about clients' bankruptcy with this intake form. Create your bankruptcy intake form with just a few clicks on forms.app.
Family Law Intake Form
You need to learn more about your client’s family before providing legal counsel on family law and relevant legal issues. A family law intake form is just what you’re looking for, and forms.app brings you the most flexible family law intake form template to help you build one!
Chiropractic Intake Form
A chiropractic intake form is a document used by chiropractors to gather important information about a patient's health history, current symptoms, and treatment preferences. If you are creating a chiropractic intake form, you need to follow some essential steps, and avoid at the same time.
Coaching Intake Questionnaire
If you work as a coach or offer counseling services, you are aware of how time-consuming it is to gather the data you need to make an effective plan. This issue can be simply resolved by using this intake questionnaire for life coaching, which will collect all the data specifically for you. Additionally, you can easily construct your own unique form with this free coaching intake questionnaire.
Website Intake Form
As a website designer, it is essential that your website login form looks great. Use this free website intake form template to create the best website intake form. Customize this form with dozens of attractive ready-to-use templates with just a few clicks. All you have to do is click the “Use Template” button!
Tax Preparation Client Intake Form
Digital forms help you simplify the process of onboarding clients for tax services. A tax preparation client intake form allows you to gather essential information efficiently, saving time and reducing errors. Open this free template and get started today.
Dermal Filler Client Intake Form
A dermal filler client intake form is a professional document used to collect essential information about clients prior to cosmetic treatments. Whether you run a clinic or spa, this form ensures smooth consultations and safe procedures. Get started with this template today!
Customer Information Form Template
Gathering information from customers can seem like an overwhelming task, as it requires a significant amount of time. However, a free customer information form template might be the best solution for you since it:
HIPAA Medical History Form
A HIPAA medical history form is an essential tool for healthcare providers to securely collect and store patients' health information. This template ensures compliance with HIPAA regulations, safeguarding sensitive medical data while streamlining the patient intake process. Get started with this free template today!
Intake Assessment Form
To provide the necessary care or services for your target audience, it is crucial to have a deep understanding of their needs and characteristics. You can provide better services to them with an online form. Use forms.app’s free intake assessment form template to create your form!
Project Intake Form Template
A project intake form is a questionnaire that companies use internally or for potential clients to gather project details. This sample project intake form is highly beneficial for project management and development teams in:
New Customer Information Form
Online forms are a seamless way to onboard new customers. With this new customer information form template, you can collect essential details quickly and efficiently. Start using this free template to build stronger customer relationships today.
Botulinum Toxin Medical History Form
Digital forms help you prepare for a safe and efficient botulinum toxin treatment process. A botulinum toxin medical history form is an essential document to gather critical patient health information before administering any procedures. Get started now with this free and customizable template!
Pre-Consultation Psychiatric Form
Online forms are a great chance for a professional way to streamline your pre-consultation process for psychiatric care. This pre-consultation psychiatric form template helps collect patient details securely and efficiently. Start personalizing it now with forms.app and provide better care from the first interaction!How to use free intake form examples
Follow the three easy steps below to import the template into your account, customize the questions, and quickly share the quiz on your website or social media.
2. Customize as you like
Add or remove questions through forms.app's user-friendly drag-and-drop interface matches 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.
Need a custom sample intake form?
Just tell us how you would like a custom intake form tailored to your specific needs. forms.app’s free AI form builder will create a custom form template for you in seconds and save you time.
About the online intake forms
Online intake forms are digital tools used to collect information from people before a service, appointment, or interaction. They allow users to submit details online in advance, such as contact information, preferences, consent, or background details.
Every template you choose on this page already comes with powerful form fields. These common fields include the following:
- Contact fields: To collect basic personal information from clients.
- Multiple-choice fields: To select predefined options easily.
- Open-ended fields: To provide detailed written information.
- Date & time fields: To record relevant dates or times.
- File upload fields: To submit documents or images.
- Legal fields: To collect consent or signatures.
- Rating scales: To evaluate experiences or conditions.
Are digital intake forms secure?
Yes! forms.app is designed with industry-leading strong security and privacy protections, which makes it quite safe for collecting user data and also payments. And what’s more, you retain control over your data, which means you can set form-access permissions.
● All forms and responses are encrypted and stored on Google Cloud storage service servers located in the EU.
● forms.app is GDPR compliant, which means it handles personal data according to strict EU privacy rules; holds ISO/IEC 27001, ISO/IEC 27701, PCI DSS security certifications; and meets the OWASP security standards.
● Servers are hardened, access is restricted, and Cloudflare is used to help protect against attacks like DDoS.
● There is real-time disaster recovery: your valuable data is backed up across multiple servers so it can be recovered in emergencies.
● Your account’s security is also strong: you can enable two-factor authentication, control who has access to your forms, and back up your data easily.
What information is typically included in an electronic intake form?
An electronic intake form typically includes the person or client’s information, relevant background details, preferences, consent or agreement fields, and any important information needed to prepare for a service or appointment. These forms may also include dates, signatures, file uploads, and specific questions tailored to the organization’s needs.
Are these templates suitable for different industries?
Yes, these data collection templates are suitable for different industries. They can be easily customized to fit the needs of healthcare providers, education, legal services, fitness centers, consultants, and many other businesses by adjusting fields, questions, and design.
FAQs
Can I reuse the same intake form?
Yes, you can reuse any completed form. You can share it multiple times, duplicate it for different purposes, or update questions and settings without starting from scratch.
Can I collect signatures or consent?
Yes! You can collect digital signatures and obtain agreement to your terms and conditions before they submit their forms. Click the “+” button within the form builder, select the “Signature” or “Terms & Conditions’’ option, and simply drag and drop the signature field to the desired position on your form.
Can intake forms integrate with other tools?
Yes, you can integrate your forms with 500+ apps. To do this, simply select the app you want to integrate your form with, and then click on “Connect to forms.app’’ or “Connect to Zapier”. Finally, you’ll see some easy-to-follow instructions to create an account and set up the integration.
Can I embed these templates directly into my website?
Yes, you can embed your forms on your website flexibly without coding with forms.app. After you choose one of the handy embed options, you can make the necessary adjustments, such as height, width, button colors, etc., and place the code into your website!
Are these intake form templates mobile-friendly?
Yes, all templates on forms.app are optimized for all devices, whether it’s desktop, tablet, or mobile.
Can I share these templates in multiple languages?
是的! If your audience speaks different languages, you can add multiple languages and let people choose their preferred language when they open up your form. Please note that this feature is available only on Pro and Premium plans.
Can I share these forms across different channels?
Yes, you can share these forms across different channels. With forms.app, you can share your surveys via direct links, email, social media, QR codes, or embed them on your website. This flexibility allows you to collect responses wherever your audience is most active.