Template library · Intake forms
Coaching Intake template
Please complete before our first session together.
- 14 fields across 3 sections
- Included with MyWellOps
- Edit it, or save your own version
What’s in it
- DateDate
- PractitionerText
Contact Info
- Full nameText
- Phone numberText
- EmailText
- OccupationText
Coaching Focus
- OtherText
- What is your biggest current challenge?Text
- Have you worked with a coach before?Choice
- What areas would you like to focus on? (check all that apply):
- Career
- Relationships
- Health & wellness
- Confidence
- Productivity
- Life transitions
Goals & Commitment
- What does success look like for you?Text
- How ready do you feel to make changes?Text
- Time you can commit weeklyChoice
- Client signatureSignature
- Date signed (client)Date
When to use it
Send an intake form when a new client books, so their history, contact details and reasons for coming are in front of you before the first appointment rather than taken down during it.
How it works in MyWellOps
- Choose it from Documents and adjust the questions to your practice.
- Send it to the client, who completes it in their client portal.
- Their answers are kept on the client’s record, ready for the first session.
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