Health Coaching Consultation Intake Form

Fully editable with custom branding. Send, print or embed online.
Get template
Get template
star iconstar iconstar iconstar iconstar icon
1020+ Reviews
Bonsai has helped create 1,023,928 documents and counting.

The Health Coaching Consultation Intake Form is an essential tool for health and wellness coaches aiming to provide personalized services to their clients. This form collects vital information about the client's health history, goals, preferences, and lifestyle, enabling coaches to tailor their approach to meet individual needs effectively. By gathering this data upfront, coaches can create a comprehensive understanding of each client's unique situation, leading to more effective coaching sessions and better client outcomes. Ultimately, this form not only enhances the client experience but also streamlines the coaching process, making it more efficient and impactful.


This form fits seamlessly into the client intake phase of the coaching project lifecycle. Once customized to reflect your coaching philosophy and branding, it can be easily shared with potential clients via email or embedded on your website. By providing a straightforward way for clients to submit their information, you can quickly gather the necessary data to kickstart your coaching relationship, ensuring that you are well-prepared for your initial consultation and can deliver a personalized experience from the very start.

Frequently asked questions
Why is a health coaching consultation intake form used?
chevron down icon
A health coaching consultation intake form is used to collect essential personal and contact information from new clients, streamlining the onboarding process and ensuring accurate data collection.
What should be included in a health coaching consultation intake form?
chevron down icon
A health coaching consultation intake form should include fields for contact number, how the client heard about the service, a description of their current situation and challenges, their main objectives/goals, areas of interest, preferred initial consultation date, and preferred contact method.
When to use a health coaching consultation intake form?
chevron down icon
A health coaching consultation intake form should be used whenever a business needs to collect information from new clients to initiate a relationship, provide services, or customize offerings.

Get more template for your business.

Discover 1,000 additional templates to use in your industry.
Agreements
Life Coaching Session Template
Get template
Get template
Agreements
Executive Coaching Agreement Template
Get template
Get template
Agreements
Coaching Agreement Template
Get template
Get template
Proposals
Mentoring Proposal Template
Get template
Get template
Proposals
Life Coach Proposal Template
Get template
Get template
Proposals
Executive Coaching Proposal Template
Get template
Get template
Invoices
Life Coaching Invoice Template
Get template
Get template
Invoices
Coaching Invoice Template
Get template
Get template

Need other templates?

Discover other templates in the same category.
Forms
Project Intake Form
Get template
Get template
Forms
Client Feedback Form
Get template
Get template
Forms
Tax intake form
Get template
Get template
Forms
Recruiter intake form
Get template
Get template
Forms
Free Portfolio Contact Page
Get template
Get template
Forms
Life Coach Assessment Forms
Get template
Get template
Forms
Life Coach Intake Form
Get template
Get template
Forms
Interior Design Client Intake Form
Get template
Get template
Signup to access additional templates.
Additional templates are only available within Bonsai.
Signup
Signup