Client Intake Form Templates
Save time and enhance communication with potential clients! Seamlessly collect essential information about your prospect’s goals and expectations with AidaForm online client intake forms!
AidaForm is an online form builder that empowers you to create high-quality, secure forms without any coding knowledge. Its intuitive interface makes the process fast and user-friendly.
Choose one of the free sample intake forms, customize it to your liking and you’ll have your client intake form ready to use in no time!
Just click Use Template and whip up your free AidaForm account in seconds.
How to Customize and Launch AidaForm’s Intake Form Examples
Follow these 3 easy steps to create your business client intake form:Add a client intake form template to your AidaForm account
Click the Use Template button and log in to your AidaForm account. Don’t worry if you don’t have an account yet — it will take you less than a minute to create one. Once you are logged in, your chosen intake questionnaire template will be available under My Forms. Simply click on it to open the Builder section.
Assemble your ideal form
Customize the client intake form example to fit your business. Edit or add text and specific fields, add and delete questions, and change button shapes to meet your needs. Want to create a new section? Use the Page Break field in the Form Elements panel. Ready to unleash your creativity? Personalize the color scheme with the Form Designer tools.
Publish & Collect Responses
Ready to connect with prospects? Turn on the Publish toggle to make your form live! Now you can share the automatically generated URL for your form with your clients. Submitted responses will be securely stored in your AidaForm account, keeping all client information organized and readily available. Decide how you want to share it — you can publish it as a separate web page accessible via a link or embed the form directly onto your existing website.
Streamline Your Client Onboarding
AidaForm offers free client intake form templates to jumpstart your process. AidaForm’s simple intake form template allows you to not only collect valuable information about your client’s goals, but also to create consent forms with checkbox fields to ensure your client understands and agrees to your terms. With the free plan, you can collect up to 100 responses each month — perfect for getting started.
Add E-signature Field
We understand that some businesses may require electronic signatures. For this, AidaForm’s Expert and Ultimate plans offer a Signature field.
Streamline your workflow with professional, secure e-signatures. New and existing clients can approve agreements in seconds.
These higher tiers also unlock features to enhance the client experience, such as personalized Thank You pages and automated response emails.
Set up Integrations
Unleash the power of integrations! Automate workflows and send signed documents directly to your favorite cloud storage service for effortless organization. Use the Google Sheet integration to automatically send all collected response data to the spreadsheet of your choice.
Turn on Email Notifications
Never miss a beat! AidaForm can automatically send completed and signed forms to your inbox, keeping your records organized. Plus, you can choose to send a confirmation email to your clients for their peace of mind.
Printing Client Intake Forms Made Easy (Download Included!)
Keep your data organized and secure! Download your completed forms as PDF files, preserving all the information you’ve collected, from text and images to electronic signatures. Access your forms through the “Results” tab, then your “Response Inbox.” Simply select the forms you need and click the download button for a convenient and complete record.