Counseling Intake Form 

The counseling intake form helps you collect personal and background details to provide effective counseling services.
Get This Form Template How to add Counseling Intake Form  in your website?

Your Information


Emergency Contact Information


Counseling Intake Form 

What you’ll love about this form

  • Totally customizable
  • Integrates with all Everest Form Add-Ons
  • Quick and easy to embed in any page or post on your website

Why is this Counseling Intake Form for you? 

Our Counselling Intake Form is thoughtfully designed to gather all the necessary details to support effective, personalized counseling sessions. Here’s what it includes: 

  • Basic Client Information: Collect essential personal details, including marital status, which can provide context for tailoring counseling approaches. 
  • Emergency Contact: Gather emergency contact information, including the relation to the client, for added safety and peace of mind. 
  • Medical History & Appointment Scheduling: Clients can share relevant medical history to inform their treatment plan and select an appointment time that suits them, making the intake process smooth and convenient. 
  • Privacy Policy Agreement: A checkbox for clients to agree to your privacy policy, with a link to your terms and conditions page for transparency and trust. 

This form equips you with a comprehensive understanding of each client, allowing you to deliver compassionate and informed counseling. 

How Do You Add Counseling Intake Form  to Your Website?

You’ll need Everest Forms Pro to access all the fields in this form. Adding this Counseling Intake Form  to your website is quick and easy. Just follow these steps:

  1. Navigate to Plugins >> Add New in your WordPress dashboard.
  2. Search for Everest Forms, then click Install and Activate.
  3. Once activated, go to Everest Forms >> Add New, select the Counseling Intake Form  template.
  4. Customize the form as needed. Then, use the generated shortcode to embed the form on your desired page

If you need further assistance, watch this video tutorial to see exactly how to add one of these forms to your website. 

Key Features of Everest Forms

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CRMs and Marketing Integrations

Connect with tools like Zoho CRM, HubSpot, and more to sync user data and improve lead management. 

File Upload Support 

Allow users to upload files through your forms for applications, job submissions, or project uploads. 

Customizable Email Notifications 

Set up automated email notifications for you and your users to stay updated on form submissions. 

Drag-and-Drop Form Builder 

Easily create and customize forms with an intuitive drag-and-drop interface—no coding skills required. 

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Keep your forms secure with anti-spam tools like reCAPTCHA, honeypot, and more. 

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