New Client Intake Form
First-visit intake form for new clients. Captures essential information for onboarding, includes welcome messaging and service expectations.
Last updated: April 2026
Researched by the CheckinPulse Research Team
Use This Form Digitally
Paper forms work, but digital forms work better. Here is what you get when you use this template on CheckinPulse:
Clients fill out on their phone (no app needed)
Scan a QR code or tap a link — works on any device
E-signatures with legal timestamp
IP address, timestamp, and audit trail on every signature — valid in all 50 states under the E-SIGN Act
Submissions go straight to your dashboard
No more clipboards, filing cabinets, or illegible handwriting
PDF waivers stored for 7 years
Encrypted, searchable, and accessible anytime on paid plans
Form Preview
This is what your clients will fill out. 14 fields, mobile-friendly.
New Client Intake Form
All fields marked with * are required
Legal References
The federal law that makes electronic signatures on consent forms and waivers legally equivalent to handwritten signatures in all 50 US states.
Frequently Asked Questions
A new client form captures first-visit essentials: how they found you, referral info, service history, and communication preferences. Returning clients don't need to fill this out again — they just update their info. Think of it as the "welcome" form that establishes the client relationship.
Yes — include a clear opt-in question for promotional emails and texts. CAN-SPAM and TCPA regulations require explicit consent for marketing messages. A simple "Would you like to receive promotions?" checkbox covers you and builds your marketing list at the same time.
Between 8-15 fields. Fewer than 8 and you're missing useful info. More than 15 and completion rates drop — people abandon long forms, especially on mobile. This template has 14 fields, which hits the sweet spot for most service businesses.
Ready to go paperless?
Turn this template into a digital form your clients fill out on their phone. E-signatures, auto-saved PDFs, and a dashboard to manage everything. Free to start.
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