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
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This is what your clients will fill out. 14 fields, mobile-friendly.
New Client Intake Form
All fields marked with * are required
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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