Therapy client intake template

A gentle first session intake for therapists and counsellors. Use it as it is or change anything, then share a link, embed it on your site or print a QR code.

Preview all templates
  • 15 questions
  • Fills a document
Therapy client intake form as respondents see it

Questions in this form

  • First name required
  • Last name required
  • Email required
  • Phone required
  • Date of birth
  • Pronouns
  • What brings you here? required
  • Tell me a little more
  • Have you had therapy before?
  • What helped, or did not help? shown only when needed
  • Session preference
  • Emergency contact name required
  • Emergency contact phone required
  • Agreement required
  • Signature required

Smart logic

One question appears only when an earlier answer makes them relevant, so people never see questions that do not apply to them.

The document it creates

Every response becomes a clean document of every question and answer in the Minimal design, as a PDF or Word file. It is saved to your Drive in a folder for this form and attached to the respondent's copy of their answers. With Pro you can switch to your own Word or PDF template.

How to use it

  1. Use the template. It opens in the form builder with the Soft theme already applied.
  2. Make it yours. Change questions, logic, colours and fonts. The live preview shows exactly what respondents will see.
  3. Publish and share. Copy the link, embed the form on your website or download its QR code. Responses arrive in a table with charts and exports.

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Questions

Is this therapy client intake template free?

Yes. Create a free FormsBat account, use the template and share the form. The Free plan includes unlimited forms and 1,000 responses a month.

Can I change the questions and design?

Yes. Add, remove and reorder questions, change any wording, pick another theme or accent colour, and add your logo. The template uses the Soft theme.

Do people need an account to answer?

No. Respondents open your link on any phone or computer and answer without signing up.

What happens to each response?

Every response becomes a clean document of every question and answer in the Minimal design, as a PDF or Word file. It is saved to your Drive in a folder for this form and attached to the respondent's copy of their answers. With Pro you can switch to your own Word or PDF template.

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