Free client intake form for coaches and consultants in New Zealand
A coach in New Zealand needs a client intake form that asks the right questions, shows prices in NZD, uses +64 phone numbers and fits the Privacy Act 2020. CalendarForm gives you that form free for 250 submissions a month, joined to a booking page that shows times in Pacific/Auckland (UTC+12, UTC+13 during daylight saving).
Make this form free See a demo booking page
What to put on a client intake form in New Zealand
- 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 +64 21 123 4567)
- Preferred language (English and Māori)
- Consent: "I agree to the coach using these details for my booking, as set out in the privacy notice (the Privacy Act 2020)"
Show the price as text on the booking page, for example "NZ$35 for a 60-minute session, pay by EFTPOS and card". CalendarForm does not take payment itself, so customers pay you the way they already do in New Zealand.
What coaches and consultants usually let customers book
- Discovery call: a 1-to-1 appointment, 20 min
- Coaching session: a 1-to-1 appointment, 60 min
- Strategy workshop: a class with a spot limit, 120 min (capacity 12)
CalendarForm lets a coach or consultant share one link for discovery calls and paid sessions, with a short questionnaire so every call starts with context. It is free for 100 bookings a month, with no per-seat fee.
Keep the discovery call short and the form shorter.
Run group workshops as classes with a capacity.
Add buffer time to write notes after each call.
New Zealand at a glance
| Time zone | Pacific/Auckland: UTC+12, UTC+13 during daylight saving |
|---|---|
| Currency | NZD ($), written like NZ$35 |
| Phone format | +64 21 123 4567 |
| Date format | DD/MM/YYYY |
| Week | starts Monday; weekend is Saturday and Sunday |
| How customers pay | EFTPOS, card and bank transfer |
| Languages to consider | English and Māori |
| Privacy law | the Privacy Act 2020 |
Privacy: what the Privacy Act 2020 means for this form
Nationally, the Privacy Act 2020 is collect only what you need for the booking and tell people what it is for.
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 New Zealand
New Zealand 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 Pacific/Auckland, 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 Pacific/Auckland and add your class timetable.
- Edit the questions above, add the the Privacy Act 2020 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 New Zealand?
- 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 NZD.
- Does the form follow the Privacy Act 2020?
- The form collects only the questions you add and shows your consent line. Following the Privacy Act 2020 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 Māori.
Related
- CalendarForm for coaches and consultants
- Online intake forms that come with the booking
- All free forms in New Zealand
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