Professional intake forms in minutes, not hours
Stop spending $500+ building forms. Generate polished, branded intake templates in under 15 minutes with AI assist.
Browse by specialty
Pre-built intake templates organized by coaching domain.
Most-used templates
Proven intake forms coaches use daily.
Health History Full
Comprehensive intake form covering medical history, current symptoms, and prior treatments.
Use →Initial Consultation
Clean first-session form with goals, availability, and contact info in one view.
Use →Nutrition Assessment
Dietary intake, food allergies, supplementation history, and lifestyle factors.
Use →Fitness Intake
Training history, injury history, movement assessments, and fitness goals.
Use →Mental Wellness
Mood tracking, daily patterns, support history, and session readiness intake.
Use →Post-Session Review
Brief session feedback and follow-up needs assessment.
Use →Goal Tracker
SMART goal setting and milestone tracking form for ongoing clients.
Use →Payment & Waiver
Combined intake, waiver signature, and payment preference in one form.
Use →Follow-Up Reconnect
Returning client re-engagement form with check-in on progress and new goals.
Use →How it works
Three steps from sign-up to reusable intake form.
Choose template
Select from 150+ intake forms across health, nutrition, fitness, and life coaching categories. Filter by specialty, form length, or client type.
Customize with AI
Edit fields, branding, logic, and styling. AI suggest relevant questions and structure based on your coaching practice type.
Deploy and collect
Share via link, embed on website, or connect to your booking tool. Responses arrive organized and ready for review.
What coaches say
Solo practitioners sharing their experience.
I was spending 3-4 hours per client building forms in Canva. Now I have a polished, branded intake live in 10 minutes.
My client completion rate jumped after switching from emailed PDFs. They actually fill it out on their phones now.
I launched my practice three months ago with zero budget. The free tier gave me everything I needed to look professional on day one.
Beyond forms—having all client intake in one searchable place cuts my prep time in half before every session.
I replaced four separate tools with this. One form builder, waiver collector, and analytics dashboard instead of juggling Notion, DocuSign, and Google Forms.
The conditional logic is surprisingly robust. My mental wellness intake now adapts questions based on whether they report specific concerns.
Common questions
How long does it take to set up a form?
Most coaches have a working intake form live within 15 minutes. The base workflow is: choose a template from the library, customize fields and branding via the editor, then share via link or embed. No technical knowledge required.
For most template categories (general intake, goal tracking, fitness assessments), customization of text and field ordering takes 5-10 minutes. Conditional logic and scheduling integrations add marginal time but follow a guided interface.
Can I customize the forms for my practice?
Yes. Templates are fully editable. You can add or remove fields, reorder sections, adjust branding (colors, logos, fonts), set conditional logic (showing or hiding fields based on prior answers), and configure what clients see at each step.
AI assist analyzes your specialty and suggests relevant fields to add or flag as optional. You retain control over every element—no code, no design software needed.
What does the free plan include?
The free tier includes **one active intake form** with unlimited client submissions. This covers the core workflow for solo coaches starting out or testing the platform.
For practitioners managing multiple practice areas, the paid plan ($25/month) unlocks unlimited forms, white-labeling (removes CoachForm branding), and analytics access.
All plans include data export (CSV and PDF), standard SSL, and email support response within 24 hours.
Who owns the client data I collect?
You retain full ownership of all client data. Intake responses are stored in your account and can be exported at any time in CSV or PDF format. CoachForm does not repurpose or license your data to third parties.
For health coaches requiring stricter handling, the platform supports HIPAA-adjacent documentation practices—encryption at rest, role-based access logs, and audit trails are available on paid plans.
Your clients' data remains yours. You can delete individual records or full datasets on request.
Is this compliant for health coaching?
CoachForm is designed with health-coaching workflows in mind. The platform provides secure data transmission, access control, and audit logging on applicable plans.
It is the coach's responsibility to ensure their use case meets relevant practice standards. For health coaches specifically, intake forms should be positioned as intake tools supporting your professional assessment—not as diagnostic or clinical-grade instruments.
We provide the infrastructure; legal and regulatory compliance for your coaching practice remains the practitioner's purview.
Start attracting clients with better intake forms
Free to start. No credit card required. Your first form up in minutes.