ToolJoltTools

Therapist Client Intake Form

Shareable intake form for therapists and counselors — collect new-client details, concerns and availability in one private dashboard before the first session.

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Whether you field enquiries from Instagram, a flyer or word of mouth, Therapist Client Intake Form turns every interested person into a logged intake — no missed DMs, no copy-pasting details into a spreadsheet. It's the fastest free way to take intakes online and follow up before your competitors do.

About Therapist Client Intake Form

Therapist Client Intake Form is a free, no-sign-up tool that gives you a shareable link for collecting intakes online — no website or CRM software needed. Drop the link in your Instagram bio, on your website or behind a QR code, and every intake lands in a private dashboard only you can open, with one-click CSV export.

How to use Therapist Client Intake Form

  1. 1Enter your business name and tap "Create my shareable link" — you instantly get a public link to share and a private dashboard link to keep.
  2. 2Share the public link wherever your clients already are: social bios, WhatsApp, email signatures or a printed QR code.
  3. 3Clients open the link and send you a intake in seconds — nothing to download, no account to make.
  4. 4Open your private dashboard any time to read every intake and export the full list to CSV.

Why use Therapist Client Intake Form?

  • 100% free — no sign-up, no credit card, and no limit on how many intakes you receive
  • Works on any phone, tablet or computer — clients need no app or account
  • Submissions stay private: only your secret dashboard link can read them, and search engines never index them
  • Export every lead to CSV for your own spreadsheet or CRM
  • Collects full name, email, phone, date of birth and more in one clean, mobile-friendly form

Frequently asked questions

Is Therapist Client Intake Form free?+

Yes — it's completely free with no sign-up, no credit card and no limit on how many intakes you can receive.

Do my clients need to install an app or create an account?+

No. They just open your link, fill in a short form and tap submit. It works in any browser on any device.

Where do I see the intakes people send me?+

When you create your link you also get a private dashboard link. Bookmark it — it lists every intake with a timestamp and lets you export them all to CSV. Keep this link secret; it's the key to your inbox.

Is my data private and secure?+

Yes. Submissions are stored securely and can only be read through your secret dashboard link. They are never shown publicly and search engines cannot index them.

Can I put the link in my Instagram bio or a QR code?+

Absolutely — that's exactly what it's for. Paste it into your bio, link-in-bio page or a website button, or turn it into a QR code for flyers and signage.

What happens after someone sends a intake?+

It appears instantly in your dashboard with the date and time. You then follow up with the client however you like — a call, text or email.

Embed Therapist Client Intake Form on your website

Want Therapist Client Intake Formon your own site? Paste this snippet into any HTML page — it's free, with no API key or sign-up. The tool loads in an iframe and keeps working exactly as it does here.

Embed code
<iframe src="https://tooljolt.com/tools/therapist-intake-form" width="100%" height="640" style="border:1px solid #e5e7eb;border-radius:12px;max-width:680px" title="Therapist Client Intake Form — ToolJolt" loading="lazy"></iframe>

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