Free template
Free client intake form template
A printable client intake form for coaches and therapists, with prompts for everything you need before the first session. Free, no signup. Or collect it digitally in Soap Notes.
Client Intake Form
Client name: ______________________
Date of birth: ______________________
Email: ______________________
Phone: ______________________
Presenting concern
What brings the client in, and what they hope to get from working with you.
Relevant history
Background that helps you support them, prior support, health notes, and anything they want you to know.
Goals
What success looks like for the client, and any specific outcomes they're aiming for.
Availability & preferences
Preferred session times, format (in person or online), and how they'd like you to communicate.
Consent & policies
Confirmation that the client has read your privacy, cancellation, and payment policies, with a signature and date.
More free templates: SOAP Note · Progress Note · Treatment Plan
Frequently asked questions
Skip the paperwork
Document sessions in seconds with reusable templates and autosave, plus scheduling, invoicing, and a client portal. Free for solo practitioners.