All Templates Intake Forms

Intake Forms Templates

Intake forms help you gather important information upfront, so you can onboard clients, patients, or customers easily. These forms simplify the intake process and keep everything structured and professional.

What are Intake Forms?

Intake forms are ready-made templates that let you collect details from new clients, patients, customers, or employees. You can use them for service onboarding, medical appointments, counseling sessions, or consultations.

Everything you need to know is collected in one simple form.

Why Use Intake Forms?

Chasing details over emails or phone calls wastes time and frustrates new clients or patients. With digital intake forms, you collect accurate information upfront, avoid back-and-forth, and start your process faster.

Just share the form link and streamline your intake process.

Smart Features You’ll Love

  • Custom Fields: Collect personal details, service preferences, or medical history.

  • File Uploads: Let people share documents or reports securely.

  • Electronic Signatures: Collect digital consent quickly and safely.

  • Instant Alerts: Get notified when an intake form is submitted.

  • Response Tracker: Manage all intake information in one organized dashboard.

  • AI-Powered Form Builder: Create intake forms quickly with Formester.

  • Form Features: Add required fields, file uploads, or logic. explore form features

  • Powerful Integrations: Send intake data to Google Sheets, your CRM, or health systems. explore integrations

How to Use an Intake Form Template

  1. Pick a ready-made intake form

  2. Click Use Template

  3. Customize it with fields for personal details, service information, or consent

  4. Publish and share the form via link, email, or website

  5. Collect and manage intake information easily and securely

FAQs

1. Can I use these forms for client, patient, or employee intake?
Yes. You can fully customize them for all types of intake processes.

2. Can people submit documents or reports securely?
Absolutely. You can add file upload fields to collect supporting documents.

3. Is intake information kept private and secure?
Yes. Formester protects all sensitive data.

4. Can I track and manage all intake records in one place?
Yes. Everything stays organized in your Formester dashboard.

5. Can I integrate these forms with Google Sheets, CRM, or health tools?
Yes. Formester’s integrations help automate your intake process.

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Massage Intake Form

The Massage Intake Form helps you gather important information from your clients before their massage. This form asks about their health, preferences, and any special areas they want you to focus on. By using this form, you can create a safe and enjoyable experience for your clients. It helps you understand their needs better, making each massage more personalized. This form is perfect for massage therapists and wellness centers that want to provide great care.

Patient Intake Form

The Patient Intake Form helps you collect important details from new patients. This form asks about their medical history and current health concerns. By using this form, you can better understand what your patients need. This makes it easier to provide the best care possible. It’s great for doctors, clinics, and hospitals that want to make sure every patient gets the attention they deserve.

Counseling Intake Form

The Counseling Intake Form helps you collect personal background, emotional history, and session goals before meeting with a client. It ensures your sessions begin with clarity and context, making it easier to build trust and offer support from the first conversation. It’s private, secure, and easy for clients to fill out.

Project Intake Form

The Project Intake Form helps you collect all the details about a new project. This form asks what the project is about, who is involved, and the goals you want to achieve. By using this form, you can stay organized and keep everything on track. This is great for project managers and teams that want to kick off projects smoothly.

Facial Intake Form

The Facial Intake Form gathers important information from clients before their facial treatment. This form asks about their skin type, any allergies, and what results they want. By using this form, you can give each client a personalized facial experience. It’s perfect for estheticians and spas that want to provide great skincare services.

Chiropractic Intake Form

The Chiropractic Intake Form helps new patients share their health history, current symptoms, and treatment goals before the first session. It reduces waiting room paperwork and gives your clinic everything needed to start personalized care right away. You save time, reduce errors, and deliver better patient experiences.

Personal Injury Intake Form

The Personal Injury Intake Form is used to gather information from clients who have been injured. This form asks about the accident, injuries, and medical treatment received. By using this form, you can understand their situation better and provide the right help. It’s great for lawyers and clinics that work with injury cases.

Physical Therapy Intake Form

The Physical Therapy Intake Form helps you collect patient history, symptoms, and treatment goals before their first session. It saves time during check-in, gives your team a clear picture of the patient’s condition, and ensures better care from the start. It’s easy to fill, secure, and accessible from any device.

Recruiting Intake Form

The Recruiting Intake Form is used to gather information about new job applicants. This form asks about their skills, experience, and what job they want. By using this form, you can better understand each candidate. It’s great for HR teams and recruiters looking to find the best talent for their company.

Acupuncture Intake Form

The Acupuncture Intake Form helps you gather patient details, symptoms, and lifestyle information before treatment begins. It gives you a complete view of the patient’s health and helps build a personalized care plan from the start. It reduces paperwork at check-in and improves patient experience.

Salon Client Intake Form

The Salon Client Intake Form gathers important information from clients before their salon service. This form asks about their hair type, preferences, and any special requests. By using this form, you can create a great experience tailored to each client. It’s ideal for salons that want to provide top-notch service.

Social Work Intake Form

The Social Work Intake Form helps gather information from clients seeking support. This form asks about their background, challenges, and goals. By using this form, you can understand their needs better and provide appropriate help. It’s great for social workers who want to offer effective support.

Real Estate Buyer Intake Form

The Buyer Intake Form helps real estate agents collect important information from home buyers. This form asks about their budget, preferences, and what they’re looking for. By using this form, you can find the best options for your clients. It’s perfect for agents who want to make the home-buying process easier.

Marketing Intake Form

The Marketing Intake Form helps you gather key information from clients or team members before starting any campaign or project. It gives you a clear picture of the goals, audience, budget, and creative direction—so you can hit the ground running. It keeps communication clear and helps avoid last minute surprises.

Career Counseling Intake Form

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.

Graphic Design Intake Form

The Graphic Design Intake Form is used to gather information from clients about their design projects. This form asks about their vision, goals, and budget. By using this form, you can create designs that meet their needs. It’s great for graphic designers who want to ensure client satisfaction.

Home Care Intake Form

The Home Care Intake Form helps you gather information from clients needing home care services. This form asks about their health, needs, and preferences. By using this form, you can create a care plan that works for them. It’s perfect for home care agencies that want to provide personalized support.

Vendor Intake Form

The Vendor Intake Form helps you collect information from new vendors or suppliers. This form asks about their services, pricing, and contact details. By using this form, you can easily manage vendor relationships. It’s great for businesses that want to keep track of their suppliers.

Spa Intake Form

The Spa Intake Form gathers important information from clients before their spa treatments. This form asks about their skin type, preferences, and any allergies. By using this form, you can provide a relaxing and safe experience for each client. It’s perfect for spas looking to offer personalized services.

Personal Training Intake Form

The PT Intake Form helps you collect details from patients starting physical therapy. This form asks about their injuries, medical history, and treatment goals. By using this form, you can create a plan that helps them recover. It’s ideal for physical therapists who want to support their patients effectively.

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