Tools · Template
Client intake and consent form
One page for a new client: how to reach them, what they want from the work, and the consents your kind of practice usually asks for. Every box is theirs to tick or leave.
Pick your kind of practice and print it. This is a starting point in plain English, not legal advice, and your profession’s body may require other wording.
About you
Full name
Phone
What you want from this
In your own words, what would you like to be different after we’ve worked together?
What you agree to
Tick the ones you agree to. You can change your mind about any of them later by telling me in writing.
- I’m happy to be contacted by email about my sessions.
- I’m happy for written notes to be kept about our work, stored privately and not shared.
- I understand that coaching isn’t therapy, and that I’ll be told if other help would suit me better.
- I agree to a session being recorded only if I’m asked first, each time.
What should you keep on file about clients? covers how long to keep it, and the client intake worksheet has the questions for the first session.
© WorkWith. This is yours to use in your own practice, edit as you like and hand to your clients. Please don’t resell it or share the file itself; send people to workwith.page/tools instead.