Can I create a confidential client intake form?

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    Asked on March 10, 2018 at 06:59 PM

    Hi, there,

    I would like to create an intake form for transformational coaching clients that includes a lot of sensitive information on their family, issues, goals, etc.

    I do not have a web site up yet but would like a way for clients to quickly and easily get me this information that I could then download on my own computer (I would send them an email through JotForm?).

    To start I would like to use the free version of JotForm since I am just starting out and am not sure what's possible with JotForm yet.

    Could you please tell me if what I'm wanting to do is something you offer and which template I would use to create such an intake form?

    Thank you very much!



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    Answered on March 10, 2018 at 10:06 PM

    If your purpose is to collect the information from your clients, then it's possible to achieve that, I would recommend you to check on the following links so you have some information about how to start with JotForm:

    You may also browse on our form templates and find any that may work for you:

    This guide will help you using the form templates: 

    If you also need to have information about the security on JoForm, then please check this link: 

    This way you know how secure is JotForm to collect the information. 

    If you have more questions, let us know.