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Walk into the first session knowing who you are talking to

You send the form by link, they complete it online, and the answer stays on their record.

The short answer

You send the intake or onboarding form to anyone, even before they are a client. They complete it online, with nothing to install and no account to create, and the answer reaches your dashboard and is stored on their record.

No resending PDFs, no asking people to print and sign, no copying answers by hand from an email into your spreadsheet.

Why sending it beforehand matters

The first session gets spent asking what you could have read in advance. Name, situation, what brings them, what they have already tried. Half an hour of a session the client is paying for, spent collecting data.

With the form in front of you, that half hour goes into the work. And because you can send it to someone who is not a client yet, it also lets you screen before saying yes.

How it works

  1. You prepare your form with the questions you need.
  2. You send it by link to whoever you want, client or not.
  3. They open it and answer. No sign-up, no passwords, nothing to install.
  4. The answer reaches your dashboard and lands on that person's record.
  5. When you open the session, it is in front of you, next to their history.

Frequently asked questions

Can I send it to someone who is not a client yet?

Yes, and it is one of the main uses. It lets you screen before the first session and arrive knowing who you are talking to.

Do they need an account to answer?

No. They open the link, answer, done. Every step you ask for is a chance the form goes unanswered.

Where do the answers end up?

On that person's record, alongside their sessions, contract, goals and invoices. Not in a lost email.

Are they paid separately?

No. Included on all three plans with no cap on forms or sends: monthly 30 USD, annual 157 USD or Lifetime 297 USD as a one-off.

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