Client Intake Form Template
Onboard new clients with one structured intake form that replaces the messy first-week email thread of scattered questions.
These forms collect preferred dates and availability rather than locking calendar slots. Confirm the final time yourself and send your scheduling link when appropriate. A submitted request is not a confirmed appointment.
Set a response time you can consistently meet and state it in the confirmation message. Check your dashboard regularly and ask for clarification before quoting if the scope is incomplete.
This version does not collect payments. Review the request, confirm the service and send payment instructions separately through your usual payment provider.
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