Polished Digital Intake for Life and Wellness Coaches
Give new clients a professional first impression with secure online forms that capture their goals and background before you meet.
You email a Word document, the client edits it in a dozen different ways, and you copy the answers into your notes by hand before every kickoff call.
Free plan available · No credit card required · 14-day trial on paid plans
Built for Solo Coaches and Small Coaching Practices
- Plans that start at $99 per month, priced for an independent coach rather than a large firm.
- No contracts and no setup fees. Cancel anytime, and your client records stay yours.
- Looks professional and on brand, so your intake matches the quality of your coaching.
Save time on every patient visit
Digital intake eliminates manual data entry, reduces errors, and lets your staff focus on patient care.
8+
Staff hours saved per month
6 min
Average patient completion time
No more chasing edited documents or retyping answers by hand
Review goals and background before the first coaching call
Built for Coaching Practice Intake
Pre-built fields designed for the specific needs of your coaching practice practice.
Coaching Goals
What the client wants to achieve through coaching
Current Situation
Background and where the client is starting from
Areas of Focus
Career, relationships, health, mindset, and more
Coaching Agreement
Signed agreement on terms and expectations
Session Preferences
Preferred days, times, and meeting format
Communication Consent
Permission to send session reminders and follow-ups
Up and running in minutes
Three simple steps to digitize your coaching practice patient intake.
Create Your Form
Use the drag-and-drop builder with pre-built coaching practice sections. Add specialty-specific fields and customize everything to match your practice.
Share With Patients
Send patients a simple link before their appointment. They complete forms on any device - no app, no login. Auto-save protects their progress.
Review Submissions
View completed intake forms in your admin dashboard. Search, filter, and mark as reviewed - all before the patient arrives.
Everything your coaching practice practice needs
Purpose-built features for modern coaching practice patient intake.
On-Brand Intake
Add your logo and colors so the first thing a client fills out feels like part of your practice.
Goals and Background in One Place
Capture goals, history, and focus areas up front so you walk into the first call prepared.
Coaching Agreements with Signatures
Collect a signed coaching agreement before the engagement starts, with no printing or scanning.
Mobile-First Forms
Clients complete intake on any device in a few minutes. No app to download, just a link.
Frequently asked questions
Common questions about PatientForms.io for coaching practice practices.
Still have questions? Reach out to our team
Ready to modernize your coaching practice intake?
Join hundreds of independent practices that have eliminated paper intake forms. Start free - upgrade when you're ready.
- Free plan available - no credit card required
- HIPAA-compliant from day one
- Set up your first form in minutes