Printable · for any service business
General intake form
Print it, hand it to the client on arrival, keep it in the file. The text below is the same one clients sign when they book online through the booking software.
Before your visit
Two questions so the host can prepare.
Client name
Phone
Reason for the visit *
Anything else worth knowing
Signature
Printed name
Date
This form is a starting point, not legal advice. Have it reviewed for your province or state before use.
Business name
v1
Intake and consent form
Reason for the visit *
Anything else worth knowing
Next step
Have clients fill this in when they book online.
The booking software shows this exact form before the calendar, takes the signature and a deposit, and keeps the answers with the appointment. Add or remove a question yourself.
Booking software · Essential: $2,700 to $4,500, or from $250 a month
This sheet comes with your booking · General intake form
See the booking for any service business · Letter, 8.5 × 11 in, one page.