Free client intake form template
Onboard a new client gently, with the personal questions asked last.
- 11 questions
- Multi-step
- 2 conditional
- Free, unlimited responses
Opens in your dashboard with the whole form in front of you. Nothing is created until you say so. Keep it, restyle it, or pick a different one.
Updated October 7, 2026
- About you
Step 1 of 3
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Ships in Soft · 26 to choose from
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What this client health intake form asks, and why
Three steps that onboard a new client without opening on their medical history. The first collects contact details and an optional date of birth. The second asks about conditions or injuries and any medication that affects activity; each opens a box for detail only when the answer is yes. The third asks what the client wants to get out of the sessions and how often they'd like to meet, then asks for consent. The consent states that this is an intake form, not a medical record, and not a substitute for a doctor's advice. FormSnapp makes no HIPAA claim.
- Questions
- 11, 6 required, 2 conditional
- Format
- Multi-step
- Theme
- Soft, or any of 26
- Cost
- Free, no response cap
The 11 questions it asks
In order, with their field types and why each one is there. Pick one to see its screen above. Edit, reorder or delete any of them once it's yours.
The new client's name.
For session details.
Optional, for reminders when a session moves.
Optional date of birth.
Conditions or injuries. Only 'Yes' asks for more.
Shown only when there is something to describe.
Medication that affects activity. Only 'Yes' asks which.
Shown only to clients taking medication.
What they want to get out of the sessions, the starting point of your plan.
How often they would like to meet.
A required consent, which also says this is not a medical record.
2 questions are conditional. They only appear when an earlier answer calls for them, so most people answer 9, not 11.
Built for these jobs, and easy to bend to yours
- Personal training
- Nutrition coaching
- Therapy and counselling intake
- Wellness studios
Ways to adapt it
Nutrition coaching
Add dietary preferences, allergies and typical daily meals.
Counselling intake
Replace the activity questions with what brings them to counselling, and add a GP contact.
Yoga or pilates studio
Add experience level and any pregnancy or injury considerations.
How to get good answers from a client health intake form
- 1
Ask personal questions later
Name and goals first, health second. People who have started are more willing to share.
- 2
Send it before the first session
Reading the answers before you meet means the first session starts with a plan.
- 3
Keep it to what you need
Ask only what changes how you work with the client. Extra health detail is a responsibility.
- 4
Be clear about what it is
The consent says it is not a medical record. Keep that wording, and refer clients to a doctor where needed.
After you publish
Where the responses go next
Review before you meet
Read each intake in the dashboard before the first session.
Know when it arrives
Check the responses page before each first session. On Pro, a private Google Sheet can hold every intake in one place.
Limit who sees it
Keep intake forms in a workspace only practitioners can open.
Client Health Intake Form: common questions
Still deciding?
Seven steps from an empty account to a published form.
Is this HIPAA compliant?
No. It is an intake form for planning sessions, not a medical record, and FormSnapp makes no HIPAA claim. If you handle protected health information, use a system certified for it.
Why are the health questions on step two?
Someone asked about medication on the first screen often leaves. Once they have given their name and goals, they carry on.
Can I change what is asked?
Yes. Every question, and the consent wording, can be edited.
Can clients finish it later?
Yes. The 'Save & continue later' button lets a client pause before the health questions and return when they have their medication names to hand.
Is the data stored with an IP address?
No. FormSnapp does not store IP addresses with responses.
Related templates
- Activity Waiver & PAR-QThe standard readiness questions, then a signed declaration.9 questions · Multi-step
- Wellness Check-InA thirty-second check-in before a session: mood, sleep, energy and anything that hurts.5 questions · One question at a time
- Contact FormLet visitors reach you with four fields and nothing in the way.4 questions · Single page
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