The Career Counseling Intake Form helps you collect information from clients seeking career advice. This form asks about their skills, interests, and career goals. By using this form, you can provide better guidance and support.
It’s perfect for career counselors who want to help clients succeed.
Career counsellors and coaches start every new client the same way: a one-hour first session where half the time disappears into "what's your background?" instead of "what do we do next?" This intake form template flips that. The client fills it in before session one, the answers land in your dashboard, and you walk into the call already knowing their education, current role, target industries, salary band, and what's blocking them.
It works for full-time counsellors, side-of-desk college guidance counsellors, HR outplacement teams, and executive or life coaches who run paid 1:1 packages. If you also need a pre-session assessment, pair this with the Career Suitability Assessment. If you run mental-health or general counselling rather than career-specific work, switch to the Counseling Intake Form instead.
Customise the fields in a drag-and-drop builder, add an e-signature for the confidentiality and consent block, attach a file-upload field for CV, transcripts, and references, and connect an appointment scheduler so the client books session one in the same submission.
The right intake covers four things: who the client is today, where they want to be, what's in the way, and what they consent to. Keep the form focused on those four. Anything else (Myers-Briggs results, full personality profiles, hobby data) belongs in a follow-up assessment, not session-one intake. Pair the intake with a separate Career Suitability Assessment for the assessment work.
This template is the starting point. Take it as-is for a college guidance office, swap a few fields for executive coaching, or add a session-package selector for paid 1:1 coaches.
Six practitioner audiences this intake covers out of the box. Customise once, run it across your whole caseload.
Run a paid 1:1 practice or a small group. Collect education, current role, target industries, salary expectations, and a consent block before session one. Build one record per client across the series.
Walk grade 11 and 12 students through next-step planning. Collect GPA range, target majors, parent / guardian contact, and post-secondary intent. Counsellors triage caseload weekly from the dashboard.
Onboard laid-off employees into the outplacement programme. Collect last role, tenure, severance window, and target re-entry timeline. Route each intake to the right coach based on industry.
Pre-fill the discovery call. Collect current title, decision-making scope, the goal the client paid for, the obstacle, and a multi-session preference. Book the call inline.
Triage drop-in appointments before the first slot. Collect year, major, target industries, prior internships, and whether the visit is resume / interview / job-search. Auto-route to the right counsellor.
Map a mid-career pivot. Collect current sector, target sector, transferable skills, salary band the client will accept, and the timeline they have runway for.
Every field included in the template, what it asks, and why it earns its place. Drop any you don't need; the rest work on the free tier.
Personal and contact info Text + email + phone
First name, last name, email, mobile, preferred pronouns, time zone. For under-18s, swap or add a parent / guardian field.
Current role and tenure Text + dropdown
Current job title, employer, years in role, years total in the industry, employment status (employed / between roles / student). One short-text + two dropdowns.
Education Multi-select
Highest qualification, institution, year completed, current credentials in progress. Multi-select for additional degrees.
Skills inventory Multi-select + 1-5
Top five technical or domain skills the client owns. Optional 1-to-5 self-rating per skill. Open-text for soft skills they want to grow.
Career goals and timeline Long text + dropdown
Short paragraph on the goal they're hiring you to help with, a dropdown for timeline (0-3 months, 3-6, 6-12, 12+), and a dropdown for goal type (new role, promotion, pivot, returnship, business).
Target industries and roles Multi-select + text
Multi-select of target industries plus 3-5 target job titles. Helps you pre-shortlist openings or alumni intros.
Salary expectation band Dropdown
Dropdown of bands (Under $40k / $40-60k / $60-90k / $90-130k / $130-200k / $200k+). Optional "negotiable below this band" toggle.
Consent and file-upload e-Signature + file
Confidentiality acknowledgement, e-signature block, and a file-upload field for CV, transcripts, references, and any prior assessment results.
The template is a starting point. Here is the exact path from clone to client-ready intake, including the swaps most counsellors make on day one.
Sign in to Formester, click the template, hit Use Template, and rename it (e.g. "New Client Intake, Q3 2026"). The clone keeps every field, every conditional rule, every notification setting, and is yours to edit.
Add a dropdown for the session package the client picked (single intake, 3-session pack, 6-session pack, retainer). Use conditional logic so retainer clients see the longer skills block and single-session clients see a shorter version.
Paste your professional association's confidentiality clause as a long-text block. Add an e-signature component below it. The signed timestamp lands in the submission record and is downloadable as a PDF for client files.
Add the appointment scheduler block at the bottom of the form. The client picks a slot from your calendar and the intake plus the booking submit as one action. No separate confirmation email needed.
Use embed forms to drop the intake on your "Work with me" or "Book a session" page. For drop-in counselling, share a QR code printed on the office door or the orientation flyer.
Counsellor and coach questions about confidentiality, file uploads, scheduling, follow-up, and customising the intake across session formats.
Already know what you're running? Start from the closest sibling intake template.
New-client intake before session one. This template.
Use template Cluster anchorThe shortest possible business-intake form for "call me back."
Use template ConsultationGeneric consultation intake for paid 1:1 practitioners.
Use template CounsellingSwitch here for mental-health or general counselling (non-career).
Use template AssessmentPre-session assessment companion to this intake.
Use template LeadTop-of-funnel lead-capture for marketing-driven coaches.
Use template DemoDiscovery-call request for business-services coaches.
Use templatePair the intake with the other forms a counsellor or coach typically needs.
Standalone appointment request for booking-led practices.
Use template BookingBooking-led consult intake with scheduler attached.
Use template ClinicalClinical analogue if you also run a health practice.
Use template ServiceService-business intake for personal services.
Use template ReferralUse when a school or HR team refers a client into your practice.
Use template ContactPlain contact form for the "Contact" link on your site.
Use template EmergencyAppend to the intake for minors or vulnerable clients.
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