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Free client intake form for coaches and consultants in Seattle
A coach in Seattle, Washington needs a client intake form that asks the right questions, shows prices in USD, uses +1 phone numbers and fits state privacy laws (no single federal law). CalendarForm gives you that form free for 250 submissions a month, joined to a booking page that shows times in America/Los Angeles (UTC−8, UTC−7 during daylight saving).
Make this form free See a demo booking page
What to put on a client intake form in Seattle
- 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 +1 (212) 555-0123 or a Seattle landline like +1 (206) 555-0147
- Consent: "I agree to the coach using these details for my booking, as set out in the privacy notice (Washington's My Health My Data Act and state privacy laws (no single federal law))"
Show the price as text on the booking page, for example "$40 for a 60-minute session, pay by card and Apple Pay". CalendarForm does not take payment itself, so customers pay you the way they already do in the US.
What coaches and consultants usually let customers book
- Discovery call: a 1-to-1 appointment, 20 min
- Coaching session: a 1-to-1 appointment, 60 min
- Strategy workshop: a class with a spot limit, 120 min (capacity 12)
CalendarForm lets a coach or consultant share one link for discovery calls and paid sessions, with a short questionnaire so every call starts with context. It is free for 100 bookings a month, with no per-seat fee.
Keep the discovery call short and the form shorter.
Run group workshops as classes with a capacity.
Add buffer time to write notes after each call.
Seattle at a glance
| Time zone | America/Los Angeles: UTC−8, UTC−7 during daylight saving |
|---|---|
| Currency | USD ($), written like $40 |
| Phone format | mobile +1 (212) 555-0123; Seattle landline +1 (206) 555-0147 |
| Date format | MM/DD/YYYY |
| Week | starts Sunday; weekend is Saturday and Sunday |
| How customers pay | card, Apple Pay, Venmo and Zelle |
| Languages to consider | English |
| Privacy law | Washington's My Health My Data Act, plus state privacy laws (no single federal law) |
Privacy: what Washington's My Health My Data Act means for this form
In Washington, Washington protects consumer health data, so get explicit consent before asking health questions on a booking form.
Nationally, state privacy laws (no single federal law) is there is no one national privacy law; several states, such as California, have their own, so keep the form short and explain why you ask each question.
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 Seattle
Seattle 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.
Seattle is on a different time zone from New York, so set your business time zone to America/Los_Angeles in CalendarForm settings.
Customers booking from abroad still see the time in America/Los Angeles, 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/Los_Angeles and add your class timetable.
- Edit the questions above, add the Washington's My Health My Data Act and state privacy laws (no single federal law) 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 Seattle?
- 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 USD.
- Does the form follow state privacy laws (no single federal law)?
- The form collects only the questions you add and shows your consent line. Following state privacy laws (no single federal law) 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.
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