Client Registration Form

Fully editable with custom branding. Send, print or embed online.

Bonsai has helped create 1,023,928 documents and counting.

Trusted by thousands of agencies and consulting firms
4.8/5 on Capterra
4.8/5 on G2
Successful agencies, consulting and professional services firms rely on Bonsai every day to run their business.
Table of contents

Client registration forms are a key element of many small businesses' operational procedures. They not only allow you to manage daily operations but they are also an excellent tool to expand your client base. The data you gather from registration forms gives you knowledge about your frequent clients and enables you to determine who is interested in your business and why.

A well-designed client registration form also makes the consumer's experience more convenient and helps you make important business decisions in the future. Whether you are just starting your business, or have been running it for a while, you can probably still find ways to improve the way you interact with clients and collect leads.

So let's go over how to implement registration forms in order to achieve this. But first, we'll clear out any doubts regarding what a client registration form is and what it should include.

Note: Create a bulletproof client registration form with Bonsai. Our lightweight form builder perfectly integrates into your workflow helping you save time and focus on your passion, not your paperwork! Try a 14-day free trial here.

What Is a Client Registration Form?

A client registration form is a set of fields that a potential customer should fill out and send to your business in order to be registered in your database. This form usually includes their name and contact details as well as other special requirements you may have depending on the type of company. There are many reasons why companies across all industries implement client registration forms. They are often used to sign up clients for email lists, services or products, subscriptions and other programs or plans.

What Should a Client Registration Form Include?

The main purpose of client registration forms is to create customer profiles and generate leads that you can track to bring people in as new clients. In an ideal world, your business would have a lot of clients—probably too many for you to manage alone. So it's important to keep track of your customers' data and make sure it's arranged so that no two clients may be confused for one another.

The specific content of your registration form will be different depending on your business, but in general, you'll want to focus on the following aspects.

Client Information

Especially for appointment-based businesses, it's crucial to be able to contact your clients, therefore you'll want to gather their full name, current phone numbers (including emergency contact information) and email address. Some may include the business name and address when applicable. Additionally, keeping track of their address will benefit your marketing efforts by enabling you to mail out coupons, limited-time offers, or other promotional items.

You can add your own questions to gather additional information that can help you keep your customer profiles updated.

Interests and Preferences

Learning a bit about your clients' interests can give you a head start to increase conversion rates and customer satisfaction. Data can be utilized for upcoming marketing efforts, routine communications, or even event and loyalty programs once it has been collected and consent has been obtained. Include questions to find out what products or services they are most interested in, as well as any preferences regarding service, payments and communications.

History With Your Company

You can also gather relevant information regarding the user's history with your company. This is especially helpful for businesses looking to set up customer loyalty or membership plans. Try including a couple of questions to find out how they heard about your services, if they have used any of your products before and what was their experience like in the past. Including these types of questions will help you understand the client's expectations and gather valuable feedback to make improvements on your end.

Tips to Get It Right

While client registration forms are quite popular, it can be tricky to ensure they don't become a barrier between you and a potential customer. Here are some suggestions to help you improve the process and increase the chances of someone registering for your business.

Keep It Short & Simple

When it comes to filling out a registration form, we can all agree less is more. Consider what information you absolutely must obtain and leave the rest either as 'optional' fields or completely out. Users are less likely to give up on your registration procedure if you can get away with fewer form fields.

Additionally, try to leave as much space on the page blank as you can. Maybe include a few links to the terms and conditions, and perhaps a checkbox for marketing and newsletters. This will reduce distractions and make it easier for the user to identify the registration form.

Use Website-Integrated Forms

Customers nowadays may be reluctant to enter their private financial and contact information into your online registration form and might be suspicious about scams. Their hesitation will only increase if your forms direct users away from the rest of your website or open in a separate window. For this reason, it's important to provide website-integrated forms so clients are always certain of who is receiving their information.

Create an Effective Client Registration Form With Bonsai

Now that you know how beneficial a client registration form can be for your business, use Bonsai's custom forms to easily gather the client information you need. You have the option of sending a personalized form directly to a client or, if you wish to send it to brand-new clients, you can create a generic template. You are free to add as many questions as you like, and you can decide whether the response should be a text, a single choice, or a list of options.

Once you're done editing your form, you can either send it directly via email, share the URL with clients so they can fill it out, or you can choose to incorporate it into your website. Additionally, Bonsai offers multiple other tools to handle your end-to-end administrative tasks including invoicing, accounting, payments and taxes. Check out this and many more amazing features that we have to offer with the 14-day free trial!

Frequently Asked Questions
Questions about this template.