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Intake Forms
Are you looking for an online intake form for your clients? If you are providing services, you definitely need an intake form to improve your communication with your clients. You can choose the best intake form template suitable for your company below. Start using forms.app today!
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
Client consultation forms help you collect the personal information of your customers and schedule appointments. With a consultation form, you can decide if the client is suitable for the appointment and have enough time to prepare for it. Select forms.app’s free client consultation form template and create your form easily and quickly.
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
As a manager, you should convey to your team all the information about the project they will carry out in detail. But there may be issues that you overlooked. Therefore, it is most logical to use the project intake form. It's easy to start with forms.app's project intake form template and customize it, or create a form from scratch and gather all the information. And you don't need any coding knowledge to get started right away!
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!Frequently asked questions about Intake Forms?
Creating online forms and surveys is much easier than ever before. Without needing to code a single line, you can simply create forms or surveys and customize its fields, design, and general options with just a few clicks through forms.app’s intuitive form builder interface. After that, you can share using one or more of many sharing options and start collecting responses immediately.
Powerful features:
- Conditional logic
- Create forms with ease
- Calculator for exams and quote forms
- Geolocation restriction
- Real-time data
- Detailed design customization
Forms and surveys that are created on forms.app can be easily integrated with many third-party applications via Zapier. You can integrate with more than 500 third-party applications such as Slack, MailChimp, and Pipedrive. For example, you can create contacts on MailChimp and send notifications to a specific Slack channel per submission you received through your forms.
It is alright if you don’t want to put in more time to create a form from scratch. Jumpstart with one of many ready-to-use templates and get to the work of collecting responses without bothering yourself at all. If you would like to, you can customize your template’s form fields, design and adjust general form settings.
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.
What is an intake form?
An intake form is an online document to accept clients and gather their personal information in a fast way. When you contact your clients for the first time, you can speed up your service relationship with this form. You can review all customer information in an organized way on the Results page.
Why should you use an online intake form?
In order to catch up with modernity, it is necessary to keep up with the digital. Online forms are tools that help you with this. By logging into a form builder site such as forms.app, you can quickly create a form by choosing the appropriate templates and can share it for free. A useful intake form can assist in improving your business:
- Save time and money: No more paper costs. Creating an online form is completely free and can be completed in minutes.
- Give your clients faster feedback: Once you have got the information about your clients, you can always view their information on the Results page. In this way, it will be easier for you to deal with clients in your next communication with them.
- Easily share the results with your colleagues: It is very easy to send your customer's information to your employees. Choose the best option to share your form with them on the Share page.
How to automate the intake process
Every service provider needs to automate the client intake process to collect client information faster and provide a smooth experience. First of all, the first step of automation is to create an online form. You can achieve this with any form builder like forms.app. If you do not know how to create a form, you can follow the steps below:
- Choose a free client intake form template to use as a base
- Edit your form by adding, moving, or deleting form fields
- Design your form, and you can add your logo as an image
- Share your form by choosing a sharing option
Secondly, you can increase the automation speed by adding the calculator feature. The Calculator is used to assign points to any form field. Thus, when your customers want to get a price from you, you can solve it with the calculator.