Simplify client intake with easy-to-use digital forms

Present new clients with a mobile-friendly, seamless intake experience

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Accelerate your client intake process

Share and collect online intake forms ahead of appointments to eliminate wait times and delays.

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Tailor your form template to your unique business needs

Customize your client intake form template in our online form builder. You can add a variety of fields, including eSignatures, images, and more.

Learn about Mobile Forms

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Try the free intake form template

Click below to automatically add the client intake form to your GoFormz account. Use the Template Editor to add unique fields, custom branding, and automations.

Try the Intake Form Template

Customize your intake form

Use the GoFormz Template Editor to add powerful fields, features, and automations.

Add and instantly populate date, time, and location fields
Present specialized options with drop down menus, checkboxes, tables and more
Auto-fill contact fields with client and business information

See more digital forms features

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Instantly route forms to customers, colleagues, and Cloud storage

Automatically email completed forms to clients or upload forms to connected applications when completed to eliminate processing delays and record-keeping demands.

Discover automated Workflows

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