Wellness consultation form template
See the whole picture before a client sits down. Have clients map out sleep, stress, energy, movement, and nutrition before you meet.
A client books a wellness consultation because they’re struggling—they're exhausted, they can't switch off, or something feels wrong and they can't name it. Typeform's wellness consultation form collects the full picture beforehand, so you spend that hour building a plan, rather than looking for answers.
Clients rate how they're doing across sleep, energy, stress, movement, and diet, and describe what prompted them to book. A client flagging poor sleep answers about their routine, their screens, and what wakes them, while one flagging low energy answers about eating patterns and how their day is structured. Answering across every area means you often see the link between the stress and the sleep before the client does.
You begin the consultation with a map of how someone actually lives and where the pressure is building. The client doesn't spend twenty minutes explaining themselves from scratch, and you don't spend the hour narrowing down one symptom.
A wellness consultation form is an online form clients complete before their first appointment. It collects how they're doing across sleep, stress, energy, movement, and nutrition, along with their health background and what prompted them to book. Wellness coaches, practitioners, and clinics use wellness consultation forms to get a full picture of the client’s wellness before they arrive for consultation.
Without a wellness consultation form, you build a client wellness picture through questions in the room, and clients answer only what you think to ask. Someone who sought help for their energy levels won't mention their sleep unless you specifically ask about it. Other wellness checks may slip through the cracks if you or the client forgets to touch on it. A wellness consultation form asks across every wellness area at once, so what you learn about your client’s wellness doesn't depend on whether you happened to ask the right question.
Cover what shapes how someone feels:
- Sleep quality and routine
- Stress levels and triggers
- Energy through the day
- Movement, diet, and hydration
- Health history and medications
Most clients can't name what’s wrong, so the form doesn't ask them to. It asks them to rate each wellness area and describe what a bad day looks like instead. People who can't identify a cause can almost always describe a moment where they struggled. The pattern shows up across their answers rather than in their own self-diagnosis.
More than you'd expect from the length. Asking one question at a time keeps a long intake from reading like a wall of fields, and clients answering at home have patience they wouldn't have in a waiting room. If completion still worries you, split the intake: the essentials before the first appointment, and the deeper history before the second.
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