Client Intake & Consultation Forms

First impressions start before the service — they start on the form.

Your intake form is the first real interaction a customer has with your business. A sloppy, generic form screams "we don't take this seriously." A professional, well-organized form tells customers they're dealing with experts. These templates give you professionally structured intake and consultation forms for seven industries, built with the questions that matter for each service type.

Every form is designed for real-world use. Plumbers need to know about home age, water source, and access issues. Dentists need medical history and medication lists. Med spas need skin concerns and allergy screening. Generic forms miss all of this.

What's Included

• 7 industry-specific intake form templates (plumbing, dental, med spa, fitness, restaurant, auto, veterinary)
• Client contact and service-specific intake questions
• Relevant disclaimers and safety screening per industry
• Consent language where appropriate
• Ready to print, paste into a form builder, or hand to a web developer

Who It's For

• New businesses setting up client onboarding for the first time
• Established businesses using generic forms that miss industry-specific details
• Any service business that wants to look professional from the first interaction