BEGINNER'S GUIDE

7 Intake Form Templates: What, How to Use & Create Your Own

Last Updated: 7 mins By: Pratik Budathoki

Are you running an organization that needs an efficient way to gather client information? If you’ve been dealing with the hassle of collecting and organizing details manually, you’re not alone!

There are countless ways to do this, but what’s the easiest and most effective method?

The answer: Intake Forms. In this guide, we’ll dive into everything you need to know about using intake forms to simplify your workflow and enhance client onboarding. Let’s get started!

What is an Intake Form?

An Intake Form is a tool designed to collect essential user information, helping you gather valuable data for your processes.

Consider the long wait times at hospitals, where patients fill out forms for even the simplest health issues. It’s not the most efficient system.

Imagine having an online Intake Form that allows users to submit their details directly from home. This digital solution would make the process faster, more convenient, and less stressful.

With the proper Intake Form, you can streamline various tasks—onboarding new clients, gathering necessary information, or preparing for the next step in providing your services—all before fulfilling the user’s needs.

Intake Form Examples

Below are some of the most searched intake forms on the internet. Feel free to take your pick based on your website’s needs.

Client Intake Form

Need a smooth way to start new projects on the right foot? A Client Intake Form is just what you need.

This form gathers your clients’ essential project details, helping you understand their expectations and deliver exactly what they’re looking for.

Client Intake Form Example

The following form contains essential fields for a basic Client Intake Form.

Client Intake Form - WordPress Intake Form

What Information Does the Client Intake Form Gather?

This Client Intake Form gathers the following details:

  • Basic client information
  • Project goals
  • Expected deadlines
  • Budget estimates
  • Special requirements

How is this Useful For You?

  • Builds a reliable trust with the client’s information.
  • Provides comprehensive project details, making planning and executing easier and more efficient.

Starting each project with a Client Intake Form means you’ll have all the details at your fingertips—making your work smoother and client relationships firmer.


Patient Intake Form

A Patient Intake Form helps simplify patient data collection, improve appointment flow, reduce wait times, and enhance patient experience.

Patient Intake Form Example

Hospital Admission Form

What Information Does the Patient Intake Form Gather?

  • Basic patient information
  • Purpose of the visit to brief you on symptoms, medical history, and so on.
  • Emergency contact to notify in case of any urgent situations

How is this Useful For You?

  • Builds a reliable trust with the client’s information.
  • Provide details regarding why the patient is coming for treatment preparation.
  • Emergency contact Information to notify their next of kin in case of any incident.
  • Admission date for the patient.
  • Privacy Policy tickbox to ensure your clients agree to terms.

Massage Intake Form

Looking to create the perfect massage experience for your clients? A Massage Intake Form helps you gather important health and preference details upfront, resulting in customized sessions to enhance comfort and satisfaction.

Massage Intake Form Example

Massage Intake Form - Intake Form Templates

What Information Does the Massage Intake Form Gather?

Here’s what the form gathers for you:

  • Basic client information
  • Selection of massages available
  • Appointment scheduling options for date & time
  • Any specific needs/ health considerations to be aware of

How is this Useful For You?

  • Builds a reliable trust with the client’s information.
  • Let clients view and choose from multiple massage types, even selecting more than one if desired.
  • Simplifies scheduling so clients can pick their preferred session time.
  • Allows clients to share any additional details they need for a safe and enjoyable session.

With this form, you can approach each massage fully prepared, creating a relaxing, tailored experience that clients will love!


Counseling Intake Form

Understanding your client is vital for providing the right support when it comes to counseling.

A Counseling Intake Form helps you securely gather personal and background information for a proper session.

Counselling Intake Form Example

Counseling Intake Form - Intake Form Example

What Information Does the Counseling Intake Form Gather?

  • Basic client details & emergency contact
  • Appointment scheduling to make planning easier
  • Medical history or any other information the client chooses to share
  • Privacy Policy checkbox, to provide clients with confidence that their information is secure

How is this Useful For You?

  • Helps establish trust with clients by collecting their information respectfully and securely
  • Provides emergency contact details for peace of mind in case of unforeseen situations
  • Makes appointment scheduling easy, allowing you to focus on session preparation
  • Includes a privacy policy agreement to assure clients their information is protected

With this Counseling Intake Form, you’re equipped with everything to create a supportive and personalized counseling experience for each client.


Employee Intake Form

Finding the right candidate is easier when you’ve the right tools.

An Employee Intake Form streamlines the hiring process by gathering all the necessary details for a smooth and easier onboarding experience.

Employee Intake Form Example

Employee Intake Form

What Information Does the Employee Intake Form Gather?

  • Basic candidate details
  • Job and position preferences, along with expected salary
  • A checkbox for applicants to indicate where they found the job posting so you know which recruitment channels work best
  • An upload section for resumes and certifications, making it easy to review qualifications

How is this Useful For You?

  • Builds a reliable trust with the applicant’s information.
  • Get clear details on the role the candidate is applying for, making review and filtering easier.
  • Receive digital resumes and certifications for comprehensive evaluation of the applicant.

An Employee Intake Form simplifies the recruitment process and prevents you from missing out on the needed talents.


Website Intake Form

If you’re a developer or agency specializing in creating websites, this form is necessary for your website.

This Website Intake Form lets you collect project specifics and design preferences upfront to clarify objectives, speed up website development timelines, and get the right result.

Website Intake Form Example

Website Intake Form

What Information Does the Website Intake Form Gather?

  • Basic client details
  • Website type and purpose
  • Design preferences
  • Key audience and goals for the site

How is this Useful For You?

  • Builds trust by gathering client details in an organized, professional manner
  • Helps you clearly understand the website’s purpose, features, and design needs so that you can get started on the right foot
  • Speeds up the development process by eliminating guesswork and streamlining communication

Animal Intake Form

A veterinary clinic’s objective is to treat animals as timely as possible, so clients must come in as soon as possible.

This Animal Intake Form allows you to collect the details of the animal necessary to treat it properly. It also includes an option to let clients schedule an appointment with you.

Animal Intake Form Example

What Information Does the Animal Intake Form Gather?

Collect details of the animals, like type, gender, and age, to prepare you for what’s coming.

Clients can make an appointment, describe the animal’s problems, provide any medical history the animal has had, and provide an image of the animal.

How is this Useful For You?

  • Builds a reliable trust with the client’s information.
  • Get a heads-up on the type of animal you’ll be treating, preparing yourself for the future.
  • Appointment scheduling for smooth workflow.

How to Create an Intake Form?

Creating an intake form from scratch with code is certainly an option—but it can be time-consuming and complex, especially if you’re unfamiliar with coding.

A far easier, more efficient approach is to use a WordPress form builder plugin. Many form builders, like Everest Forms, offer a user-friendly drag-and-drop editor, allowing you to add and arrange fields without any coding required quickly.

With Everest Forms, you can start with pre-designed WordPress intake form templates, which include all the essential fields you need. Just a few clicks, and you’re ready to go!

Don’t believe us? Take a quick peek at how easy it is:

Using Intake Form Template

If you’d like to personalize your intake form further, you can easily add custom fields or adjust the design to suit your brand. This flexibility makes creating professional, polished forms that look great and collect the information you need accessible.

Want a preview of more of these effective form templates? Explore our depository of intake form templates.

7 Intake Form Templates: What, How to Use & Create Your Own
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