Counseling Intake Form

This form gathers personal details, mental health history, current challenges, and emergency contact info. It’s perfect for counselors, therapists, mental health clinics, and support programs.

Why Use This Counseling Intake Form?

Asking sensitive questions during the first session can feel overwhelming for both client and counselor. This form creates a safe space for clients to share their story ahead of time.
You gain insights into their emotional background and therapy needs, so you can prepare better and offer more focused care.
It’s helpful for onboarding, pre-session assessments, or updating returning client records.

Smart Features That Support Confidential Care

• Collect digital consent and acknowledgments → Enable electronic signature

• Keep submissions private and secure with spam filters and form access control → Use spam protection

• Add conditional logic to show specific questions based on age or concern

• Customize the form with your logo and session instructions

• Export responses as PDFs for your practice records

How to Use This Form

1. Click Use Template

2. Add your counseling center’s name, privacy policy, and instructions

3. Customize questions based on your practice style or client types

4. Share the form link before the session via email or text

5. Review all responses from your dashboard to prepare in advance

Use this form to build client trust early, gather essential background details, and deliver more impactful counseling sessions.