Intake Form Templates
Collect client and patient details effortlessly with ready-to-use intake form templates for coaching, healthcare, therapy, real estate, and professional services.































What to ask on a client intake form

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FAQ
An intake form collects the information you need from a client, patient, or customer at the start of a relationship: contact details, background, goals, and any consent or health history relevant to your service. It replaces back-and-forth emails and paper forms with one structured submission.
Start with one of Weavely's free intake form templates. Pick the one that fits your use case, customise the questions, and share it via link or embed it on your website. The free plan includes unlimited forms and unlimited responses.
At minimum, contact details and the core information you need to start work. Beyond that it depends on the field: health history and consent for medical, therapy, or beauty treatments; goals and background for coaching; property and timeline details for real estate; scope and budget for project work. Only ask for what you'll actually use, since shorter forms get completed more often.
Weavely has free intake form templates for a wide range of use cases, including client, consulting, and project intake, medical and patient intake, therapy, counseling, mental health, and psychiatric intake, plus personal training, coaching, massage, esthetician, and dog grooming intake forms. Each is fully customisable and ready to share in minutes.