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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!

52 templates are listed in this category

Vehicle Repair Form

Vehicle Repair Form

If you are in the business of auto repair or auto service, you can use the free online vehicle repair form on forms.app. You can embed it on your website to manage your customers' online orders. Get started today with the free vehicle repair form template today!
Insurance Quote Request Form

Insurance Quote Request Form

Organize processes and easily gather the information you need without the hassle of printed forms, starting with a customizable form template. All you have to do is create a form from scratch and publish your form after designing it the way you want. Make it easy to get quotes and gather information by choosing this free insurance form template today!
Mediation Request Form

Mediation Request Form

Sometimes two parties will turn to a mediator for assistance when they are unable to reach an understanding. Mediators can operate more effectively and reduce time-consuming paperwork with an online mediation agreement form. You can use this free mediation request form template to create your own form and get customers.
Life Insurance Application Form

Life Insurance Application Form

Do you need a life insurance application form for your insurance company? You can create a perfect form by customizing it yourself. And the most important thing is it is free to use and share. Start creating your form using the life insurance application form template below!
Exhibition Visitor Information Form

Exhibition Visitor Information Form

Are you planning an exhibition event where you will be hosting many visitors? It can be tricky to arrange such an event, considering how many visitors you will be hosting. With the help of our Exhibition Visitor Information Template, you can create the most suitable form for your event.
Makeup Consultation Form

Makeup Consultation Form

The makeup consultation form template is a form that will definitely work for you if you are a makeup artist. It is the best way to find out what kind of makeover your customers want. Get started now to create without the need for code!
Pedicure Consultation Form

Pedicure Consultation Form

A pedicure consultation form is a document that describes the maintenance procedures that must be signed by the customers before the pedicure process and to be done after the pedicure. With a pedicure consultation form template, you can create eye-pleasing forms without wasting your time.
Spa Consultation Form

Spa Consultation Form

Do you know what to do before a spa consultation? The spa consultation form will help you a lot in terms of informing the customers about the service you provide. Using the spa consultation form template, you can quickly create your own form online without having to write a single line of code.
Dentistry Contact Form

Dentistry Contact Form

A dentistry contact form is a form used by dentists to get their patients' information. By embedding this form on their website, dentists can obtain important information, such as their patients' names and email addresses, in a short time. By using the dentistry contact form template, you can create your own form without the need for code knowledge.
Vendor Contact Information Form

Vendor Contact Information Form

With the Vendor contact information form, you can easily obtain information such as the name, surname, email address, and phone number of new sellers. If you want to create your own form without having to write code, you can use the vendor contact information form template.
Beauty Therapy Consultation Form

Beauty Therapy Consultation Form

You like to improve your beauty salon and the services you offer and satisfy your customers? Then you are at the right place to do so. You can send this form to your consultants who need beauty therapy. It is free to create and share; use the beauty therapy consultation form template now!
Construction Estimate Form

Construction Estimate Form

The construction estimate form is a crucial step in the building process. It helps clients estimate all of the costs involved, from materials to labor and everything in between. forms.app offers a construction estimate form template that can be used for free.
Costume Measurement Form

Costume Measurement Form

Costume designers want to take body measurements and work accordingly. As a costume designer, use forms.app's costume measurement form template and collects detailed information about your customers' body types.
Physical Therapy Evaluation Form

Physical Therapy Evaluation Form

It is important for the treatment process to see the current status of patients coming to physical therapy. Use forms.app's free physical therapy assessment form template to collect the necessary information from your patients.
Itinerary Assistance Form

Itinerary Assistance Form

This form will make your job easier if you offer itinerary assistance to your customers in your travel agency. You can use the Itinerary assistance form template without having to write code, and you will understand in detail what kind of trip the customers want.
Event Planner Consultation Form Template

Event Planner Consultation Form Template

Looking for better ways to schedule an event? The event planner consultation form template will make it easy for you to collect all the necessary information. Learn many details, such as the type of event, number of guests, and date, without writing any code!
Coaching Intake Questionnaire

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.
Chiropractic Intake Form

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.
Family Law Intake Form

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!
Bankruptcy Intake Form

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.
Website Intake Form

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!
Marketing Intake Form

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!
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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:

  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.