Free client health intake form template
Onboard a new client gently — the personal questions come last.
- 11 questions
- Multi-step
- 2 conditional
- Free, unlimited responses
Opens in your dashboard with the whole form in front of you. Nothing is created until you say so — keep it, restyle it, or pick a different one.
About you · step 1 of 3
Before we start
Your name
Email address
Phone number
Date of birth
Any conditions or injuries we should know about?
+ 6 more questions
Try it in another theme
Ships in Soft · 26 to choose from
Tap any theme to see this form wearing it.
Onboard a new client without opening on their medical history. Name and contact first, health questions second, goals and consent last — which is the order the research says keeps people in a form rather than losing them at question one.
- Questions
- 11 in total — 6 required — 2 shown only when relevant
- Format
- Multi-step
- Theme
- Soft, changeable to any of the 26
- Cost
- Free, with no cap on responses
The 11 questions it asks
In order, with their field types. Edit, reorder or delete any of them once it's yours.
Step 1About you
- 1Your nameShort textRequired
- 2Email addressEmailRequired
- 3Phone numberPhoneOptional
- 4Date of birthDateOptional
Step 2Health history
- 5Any conditions or injuries we should know about?Multiple choice · e.g. NoRequired
- 6Tell us a little about themLong textConditional
- 7Taking any medication that affects activity?Multiple choice · e.g. NoRequired
- 8Which, roughly?Short textConditional
Step 3Goals & consent
- 9What would you like to get out of this?Long textRequired
- 10How often would you like to meet?Multiple choice · e.g. WeeklyOptional
- 11I confirm the above is accurate and agree to it being used to plan my sessions. This is an intake form, not a medical record — it is not a substitute for advice from a doctor.ConsentRequired
2 questions are conditional. They only appear when an earlier answer calls for them — so most people answer 9, not 11.
When to reach for it
- Personal training
- Nutrition coaching
- Therapy and counselling intake
- Wellness studios
And once it's yours
All of it on the free plan — none of this is an upgrade prompt.
- Conditional logicShow a question only when an earlier answer calls for it.
- Sheets, Slack and webhooksSend every response where your team already works.
- 26 themes, one clickThe same form, restyled from type to field shape.
Frequently asked questions
Is this HIPAA compliant?
No. This is an intake form to help plan sessions — it is not a medical record and FormSnapp makes no HIPAA claim. If you handle protected health information, use a system built and certified for it.
Why are the health questions on step two?
Because someone asked about medication on the first screen leaves. Once they have given their name and their goals, they carry on.
Can I change what's asked?
Every question, and the consent wording, is editable.
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