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Free client intake form for coaches and consultants in Glasgow
A coach in Glasgow, Scotland needs a client intake form that asks the right questions, shows prices in GBP, uses +44 phone numbers and fits UK GDPR and the Data Protection Act 2018. CalendarForm gives you that form free for 250 submissions a month, joined to a booking page that shows times in Europe/London (UTC+0, UTC+1 during daylight saving).
Make this form free See a demo booking page
What to put on a client intake form in Glasgow
- Full name
- Company or role
- What do you want to change in the next 3 months?
- What have you tried already?
- Budget range
- Phone: mobile like +44 20 7946 0958 or a Glasgow landline like +44 141 xxx xxxx
- Preferred language (English, Scots and Gaelic)
- Consent: "I agree to the coach using these details for my booking, as set out in the privacy notice (UK GDPR and the Data Protection Act 2018)"
Show the price as text on the booking page, for example "£30 for a 60-minute session, pay by card and contactless". CalendarForm does not take payment itself, so customers pay you the way they already do in the UK.
What coaches and consultants usually let customers book
- Discovery call: a 1-to-1 appointment, 20 min
- Coaching session: a 1-to-1 appointment, 60 min
- Strategy workshop: a class with a spot limit, 120 min (capacity 12)
CalendarForm lets a coach or consultant share one link for discovery calls and paid sessions, with a short questionnaire so every call starts with context. It is free for 100 bookings a month, with no per-seat fee.
Keep the discovery call short and the form shorter.
Run group workshops as classes with a capacity.
Add buffer time to write notes after each call.
Glasgow at a glance
| Time zone | Europe/London: UTC+0, UTC+1 during daylight saving |
|---|---|
| Currency | GBP (£), written like £30 |
| Phone format | mobile +44 20 7946 0958; Glasgow landline +44 141 xxx xxxx |
| Date format | DD/MM/YYYY |
| Week | starts Monday; weekend is Saturday and Sunday |
| How customers pay | card, contactless and bank transfer |
| Languages to consider | English, Scots and Gaelic |
| Privacy law | UK GDPR and the Data Protection Act 2018 |
Privacy: what UK GDPR and the Data Protection Act 2018 means for this form
Nationally, UK GDPR and the Data Protection Act 2018 is the UK version of GDPR: have a lawful reason for each question, keep data only as long as needed, and let people ask for their data.
CalendarForm keeps each business's answers separate, lets you export them to CSV, and does not use them for anything else. Link your own privacy notice in the form's description.
Booking times in Glasgow
Glasgow changes its clocks for daylight saving, so a Discovery call at 18:00 stays at 18:00 local time all year. CalendarForm skips times that do not exist on the night the clocks go forward.
Customers booking from abroad still see the time in Europe/London, with the zone printed next to it, and their confirmation email repeats it.
Set it up in four steps
- Sign up free, pick the closest business type, and rename the starter form to "Client intake form".
- Set the time zone to Europe/London and add your class timetable.
- Edit the questions above, add the UK GDPR and the Data Protection Act 2018 consent line, and attach the form to your booking page.
- Share your link. Each booking sends an email confirmation with a cancel link, and a reminder 24 hours before.
Questions
- Does it connect to Google Calendar?
- Calendar sync is on the roadmap. Today, add time off for busy periods so they are not bookable.
- Can I add a video call link?
- Put your standing meeting link in the service description, which clients see when they book.
- Is a free client intake form enough for coaches and consultants in Glasgow?
- For most small coaches and consultants, yes. You get 250 form submissions and 100 bookings free every month; after that, $5 buys 2,000 more submissions or 500 bookings, and packs never expire. Prices on your page can be in GBP.
- Does the form follow UK GDPR and the Data Protection Act 2018?
- The form collects only the questions you add and shows your consent line. Following UK GDPR and the Data Protection Act 2018 is still your job: ask only what you need, say why, and link your privacy notice.
- Can I write the form in English?
- Yes. Questions, options and the thank-you message are free text, so you can write them in English and Scots.
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- CalendarForm for coaches and consultants
- Online intake forms that come with the booking
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