Can clients attach files to the form?

Yes. Add upload fields and they attach documents while they complete it.

Does the client need to set anything up?

No. They open the link from their email and complete the form in their browser.

Can I use a different form for each service?

Yes. Keep a template for each service and share them with your workspace.

Guides · By document

Client intake forms for a practice.

Every practice has a version of the same first conversation: who are you, what do you need, who else should we talk to, and do you agree to how we work. An intake form sent before the first appointment turns that conversation into a signed record, and lets the meeting itself start with the real work.

What a good intake form asks

Keep it to what you genuinely use. Contact details and a preferred way to be reached, the reason they are coming to you, any deadline they are working towards, and who else is involved. A counsellor will ask different questions from a bookkeeper or a landscape designer, but the shape is the same: facts first, then the client's own words in a text box, then their agreement to your terms.

Name, phone, email and best time to call.
What they want help with, in their own words.
Key dates or deadlines.
Other people involved, such as a partner or co-director.
Agreement to your terms of business.

Gather the documents too

Most intake forms are followed by a request for paperwork: last year's accounts, a site plan, a referral letter. Put upload fields on the form so the client attaches them as they go. You receive the whole lot in one completed envelope, rather than in five emails over a fortnight.

Questions with clear answers

Yes or No choices work well for the questions that change how you proceed: whether they have used a similar service before, whether they want reminders by text, whether they run a company or trust. Tick boxes suit permissions, such as agreeing that you may contact their previous provider. Mark the essential answers as required so the form only comes back complete.

Helping clients understand what they are agreeing to

Your terms of business may run to several pages. Clients can ask for an AI document summary as they read, which gives them a plain-language overview before they sign. If something is unclear, they can decline with a question, and you see it straight away instead of finding out at the first meeting.

Making intake part of your booking

Save the form as a template with a Client role so anyone in the practice can send it. Send it as soon as an appointment is confirmed, and let automatic reminders follow up a couple of days before. Copy in the practitioner who will see the client, so the answers are in their inbox before they meet. Because SignAndGo and BookAndGo share one login, practices that take bookings there can manage both without juggling accounts.

Common questions

Can clients attach files to the form?: Yes. Add upload fields and they attach documents while they complete it.
Does the client need to set anything up?: No. They open the link from their email and complete the form in their browser.
Can I use a different form for each service?: Yes. Keep a template for each service and share them with your workspace.