Intake Forms

90 Templates

Tax Preparation Client Intake Form

Use this Tax Preparation Client Intake Form as a guideline when you file your annual tax return. This intake form has all questions that will help you file your tax accurately.

Tax Forms

Esthetician Client Intake Form

Use this Esthetician Client Intake Form to receive information about the client in regards to cosmetic or skin treatment. This form will surely help the technician or clinic on how they will approach the client and offer the appropriate services.

Salon Forms

Massage Intake Form

Let patients book appointments and describe symptoms in one easy-to-use form. Get responses instantly. Easy to customize. Works on any device. No coding.

Salon Forms

Coronavirus Intake Form For Massage Therapy

Make sure massage clients are healthy before their spa appointment. Free intake form for massage therapists. Easy to customize, share, and integrate. No coding.

Healthcare Forms

Counseling Intake Form

The Counseling Intake Form allows for an easier client registration process as it automates gathering information from your clients, reduces paperwork and helps to keep patient records in a systematic way.

Healthcare Forms

Mental Health Intake Form

Perform patient intake online. Collect medical history, supporting documents, and fee payments. Protect patient data with optional HIPAA compliance.

Healthcare Forms

Medical Intake Form

A Medical Intake Form is a form template designed to collect comprehensive information about a patient's medical history, past surgeries, genetics, and symptoms

Healthcare Forms

Life Coach Intake Form

A Life Coach Intake Form is a form template designed to streamline the coaching process for life coaches.

Consultation Forms

Fitness Client Intake Form

Fitness Client Intake Form provides you with your customers' contact details, health history, lifestyle details, availability status, training goals and acknowledgement to terms and conditions.

Sports Forms

Hair Salon Client Intake Form

Use this Hair Salon Client Intake Form in order to collect relevant information about the condition of the client and the hair services that he/she needs. This template is straightforward and can be customized easily.

Salon Forms

Bookkeeping Client Intake Form

A bookkeeping client intake form is a questionnaire that your customers fill when they want your services for the first time.

Banking Forms

Spa Client Intake Form

Avoid the hassle for your patient by using this Spa Client Intake Form wherein they can fill up before the scheduled therapy session. This form is easy-to-use and can be accessed to any device.

Salon Forms

Patient Intake Form

Register new patients for your practice with a free online Patient Intake Form. Great for telemedicine or telehealth. Option for HIPAA friendly features.

Healthcare Forms

Reiki Intake Form

Collect client contact info and e-signatures online with a free Reiki Intake Form. Easy to customize, embed, and fill out on any device. Sync with 100+ apps.

Telehealth Forms

Social Worker Intake Form

Collect new client information with a free online Social Worker Intake Form. Easy to customize and accessible on any device. Option for HIPAA compliance features.

Medical Surveys & Questionnaires

Social Media Marketing Client Intake Form

A social media marketing client intake form gathers information about potential customers’ needs, requirements, and expectations. Customize and share online.

Customer Registration Forms

Lash Extension Intake Form

This lash extension intake form is meant to be used by lash extension technicians, who are also known as lash artists.

Salon Forms

Beauty Salon Client Intake Form

Free client intake form for beauty salons. Easy to customize. Embed in your website. Turn submissions into PDFs or approval flows. 100+ integrations. No coding.

Salon Forms

Website Intake Form

A website intake form is a form template designed to collect information about website development and design requests

Web Design Forms

Digital Marketing Client Intake Form

Gather essential details from the client before starting the job by using this Digital Marketing Client Intake Form. Using mobile devices like phones or tablets, you can access this form without any issues.

Marketing Forms

Personal Tax Client Intake Form

An online tax client intake form is an application form for individuals to give their personal information to tax advisors in order to prepare their personal income tax return.

Tax Forms

Business Coaching Intake Form

Help your client achieve their business goals by having them sign up for your coaching services and by using this Business Coaching Intake Form. This form can be accessed on any device including mobile and tablets.

Business Forms

Credit Services Intake Form

A credit services intake form is the form that borrowers fill out when applying for a loan, credit card, or other type of investment. No coding!

Banking Forms

Tax Preparation Virtual Client Intake Form

A Tax Preparation Virtual Client Intake Form is a form template designed to collect tax information from clients.

Tax Forms

About Intake Forms

With our robust Form Template Gallery, you can find the perfect intake form for your needs.