Not legal advice. These are general templates; laws and enforceability vary by state. Consult a licensed attorney in your state.
Client intake form template
A client intake form is the sheet a new client fills in before the first appointment: contact details, an emergency contact, any health or allergy notes that affect the service, and their consent and signature. Build one for your business below; every part is optional and the full form is visible in the preview before you decide.
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The full preview is free. PDF and Word files are $12 per document or $49 for the five-document Business Starter Pack, one time. Payments are opening soon.
What goes on the form
The builder lets you choose whether to include an emergency contact section and a health, allergy and special notes section. Everything else, from contact details to consent, is always on.
Handling client information
Collect only what you need. Keep paper forms locked up and delete digital copies you no longer need. Health information can carry additional rules depending on your profession and location, so check what applies to you. This site never receives what you type into the generator.
Build it in four steps
- Enter your business. Name and a short description of your service.
- Choose the optional sections. Health notes and emergency contact.
- Preview the form. Edit any wording.
- Download when downloads open. PDF and Word.
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Questions and answers
What is a client intake form?
It is a form a new client fills in so you have their contact details, emergency contact, relevant health or allergy information and consent before the service starts.
Is health information required?
No. The health section is optional in the builder, and the form tells clients they may leave it blank.
Should clients sign the intake form and a waiver?
Many businesses use both: the intake form for information and the waiver for risk. The starter pack on this site includes both.
How long should I keep forms?
It depends on your profession and location. Ask a licensed attorney or your professional association.