Printable Client Intake Form
This client intake form is for businesses that need basic contact details from new clients before booking or starting work. It includes fields for full name, preferred name, email, phone, address, best time to contact, how the client heard about you, preferred contact method, signature, and date on one Letter-size page.
Free printable · PDF
- 1 page
- US Letter — choose “Fit to page” for A4
- PDF, 56 KB
Free for personal, family and classroom use.
Print the form and give it to clients to fill out by hand, or share it before a first meeting so the information is ready in advance. Keep completed forms with client records for quick reference when you need to follow up or confirm contact details.
Good for
- Collect new client contact details
- Record referral source and contact preference
- Get signature and date for intake files
Tip: Print single-sided on plain paper if clients will fill it out by hand.
10 files · PDF, DOCX, XLSX
Get every sheet: Everyday Form Template Pack
This sheet plus 9 more in one download, with the editable Word and Excel files. Ten matching forms — registration, application, consent, feedback, request, intake, membership, volunteer, change request and a response tracker.
$9.00 USD, one-time 10 files · about $0.90 each
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