Free client intake form for coaches and consultants in Mexico
A coach in Mexico needs a client intake form that asks the right questions, shows prices in MXN, uses +52 phone numbers and fits the LFPDPPP. CalendarForm gives you that form free for 250 submissions a month, joined to a booking page that shows times in America/Mexico City (UTC−6 all year, no daylight saving).
Make this form free See a demo booking page
What to put on a client intake form in Mexico
- Full name
- Company or role
- What do you want to change in the next 3 months?
- What have you tried already?
- Budget range
- Phone, in the local format (for example +52 55 1234 5678)
- Consent: "I agree to the coach using these details for my booking, as set out in the privacy notice (the LFPDPPP)"
Show the price as text on the booking page, for example "$400 MXN for a 60-minute session, pay by card and SPEI transfer". CalendarForm does not take payment itself, so customers pay you the way they already do in Mexico.
What coaches and consultants usually let customers book
- Discovery call: a 1-to-1 appointment, 20 min
- Coaching session: a 1-to-1 appointment, 60 min
- Strategy workshop: a class with a spot limit, 120 min (capacity 12)
CalendarForm lets a coach or consultant share one link for discovery calls and paid sessions, with a short questionnaire so every call starts with context. It is free for 100 bookings a month, with no per-seat fee.
Keep the discovery call short and the form shorter.
Run group workshops as classes with a capacity.
Add buffer time to write notes after each call.
Mexico at a glance
| Time zone | America/Mexico City: UTC−6 all year, no daylight saving |
|---|---|
| Currency | MXN ($), written like $400 MXN |
| Phone format | +52 55 1234 5678 |
| Date format | DD/MM/YYYY |
| Week | starts Monday; weekend is Saturday and Sunday |
| How customers pay | card, SPEI transfer, OXXO cash and Mercado Pago |
| Languages to consider | Spanish |
| Privacy law | the LFPDPPP |
Privacy: what the LFPDPPP means for this form
Nationally, the LFPDPPP is the federal law on personal data held by private parties: show an aviso de privacidad (privacy notice) before collecting 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 Mexico
Mexico has no daylight saving, so your timetable never shifts against UTC: UTC−6 every day of the year.
Customers booking from abroad still see the time in America/Mexico City, 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 America/Mexico_City and add your class timetable.
- Edit the questions above, add the the LFPDPPP 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 Mexico?
- 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 MXN.
- Does the form follow the LFPDPPP?
- The form collects only the questions you add and shows your consent line. Following the LFPDPPP is still your job: ask only what you need, say why, and link your privacy notice.
- Can I write the form in Spanish?
- Yes. Questions, options and the thank-you message are free text, so you can write them in Spanish.
Related
- CalendarForm for coaches and consultants
- Online intake forms that come with the booking
- All free forms in Mexico
- Free client intake form for coaches and consultants in Mexico City
- Free client intake form for coaches and consultants in Guadalajara
- Free photography booking form for photographers in Mexico
- Free grooming booking form for pet groomers in Mexico
- Free client intake form for freelancers in Mexico
- Free class registration form for yoga studios in Mexico