Template library · Intake forms
Life Coach Intake template
Please complete before our first coaching session.
- 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
Life Snapshot
- OtherText
- What is going on in your life right now?Text
- Overall life satisfactionText
- Have you worked with a life coach before?Choice
- Which areas of life feel most out of balance? (check all that apply):
- Career
- Relationships
- Health
- Finances
- Purpose/meaning
- Personal growth
Vision & Goals
- What would you like your life to look like in a year?Text
- How committed do you feel to making changes?Text
- 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.
Spend less time on admin, more time with clients
Start free. Cancel anytime, and your data comes with you if you leave.
Would rather be shown? Book a 20-minute demo
- Free 1-on-1 onboarding
- 7-day free trial
- Cancel anytime