Counselling Intake Form Template
Collect the client information you need before a first session so you can focus on the conversation, not the paperwork.
Spending the first 20 minutes of a counselling session filling out intake forms wastes time that should be spent building rapport. But rushing through intake on paper means you often start sessions without a complete picture of the client's situation, history, or goals.
Sending clients a Typeform intake form before their appointment changes that. The conversational, one-question-at-a-time format feels less clinical than a long document, and clients are more likely to fill it out completely. Conditional logic can surface follow-up questions based on earlier answers — for example, asking more about a specific area of concern only if the client flags it.
Responses are stored securely and can connect to your practice management tools. Customize the questions to match your therapeutic approach and send the link in your appointment confirmation.
A counselling intake form collects background information from a new client before their first session. It typically covers personal details, presenting concerns, mental health history, and consent to treatment.
A thorough intake form helps you prepare for the first session with meaningful context rather than starting from scratch. It also ensures you've collected necessary consents and documentation before treatment begins.
Intake forms vary by specialty, but generally include:
- Contact and demographic information
- Reason for seeking counselling and presenting concerns
- Relevant medical and mental health history
- Current medications
- Emergency contact information
- Consent to treatment and privacy acknowledgment
Typeform complies with GDPR and offers data handling features appropriate for sensitive information. For practices in regulated environments, review your local data protection requirements and ensure your consent language reflects your privacy practices.
Yes. You can create separate forms for different service types, or use conditional logic within a single form to branch into individual or couples-specific questions based on an early selection.
Get inspired by relevant templates and categories
3200+ Templates, 300+ Integrations
With Typeform, you can customize everything
Change text, colors, and even logos to match the look and feel of your brand. Then embed forms smoothly onto web and email.
Make forms feel effortless to fill out. Pace questions, call people by their name, and adapt the flow based on the data they share.
Stay efficient by connecting forms to your workflow. Typeform integrates with 300+ tools including Slack, Zapier, and HubSpot.
