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Template · Intake Form
Intake Form Template
Use this to structure a practical intake form before the first booking or session.
When to use it
A useful intake form collects the details that change what happens next. It should help you prepare, qualify, or route the client without turning onboarding into homework.
What to include
What they want help with
Relevant background or context
Availability or scheduling preferences
Any commercial or package context that matters
Starter draft
Full name
Best email and phone number
What would you like help with?
What is the main goal for this work?
Is there any context I should know before the first session?
Do you already know which package or support option you want?
Use it well
Only ask questions you will actually use.
Put the form before booking if the answers affect the first session.
Use follow-up questions only where they change the next step.
Next step
Want this template connected to the real workflow?
Start free and turn this draft into booking, payment, package, form, contract, and client record workflows inside HeyPond.