Free Online Intake Form Templates

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!

Intake Forms

Form templates: 23

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:

  1. Choose a free client intake form template to use as a base
  2. Edit your form by adding, moving, or deleting form fields
  3. Design your form, and you can add your logo as an image
  4. 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.

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. 

 

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