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Free client intake form for coaches and consultants in Vancouver
A coach in Vancouver, British Columbia needs a client intake form that asks the right questions, shows prices in CAD, uses +1 phone numbers and fits PIPEDA. CalendarForm gives you that form free for 250 submissions a month, joined to a booking page that shows times in America/Vancouver (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 Vancouver
- 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 (416) 555-0123 or a Vancouver landline like +1 (604) 555-0147
- Preferred language (English, Chinese and Punjabi)
- Consent: "I agree to the coach using these details for my booking, as set out in the privacy notice (British Columbia's PIPA)"
Show the price as text on the booking page, for example "C$45 for a 60-minute session, pay by card and Interac debit". CalendarForm does not take payment itself, so customers pay you the way they already do in Canada.
What coaches and consultants usually let customers book
- Discovery call: a 1-to-1 appointment, 20 min
- Coaching session: a 1-to-1 appointment, 60 min
- Strategy workshop: a class with a spot limit, 120 min (capacity 12)
CalendarForm lets a coach or consultant share one link for discovery calls and paid sessions, with a short questionnaire so every call starts with context. It is free for 100 bookings a month, with no per-seat fee.
Keep the discovery call short and the form shorter.
Run group workshops as classes with a capacity.
Add buffer time to write notes after each call.
Vancouver at a glance
| Time zone | America/Vancouver: UTC−8, UTC−7 during daylight saving |
|---|---|
| Currency | CAD ($), written like C$45 |
| Phone format | mobile +1 (416) 555-0123; Vancouver landline +1 (604) 555-0147 |
| Date format | YYYY-MM-DD (DD/MM/YYYY and MM/DD/YYYY are also common) |
| Week | starts Sunday; weekend is Saturday and Sunday |
| How customers pay | card, Interac debit and Interac e-Transfer |
| Languages to consider | English, Chinese and Punjabi |
| Privacy law | British Columbia's PIPA (instead of PIPEDA for in-province businesses) |
Privacy: what British Columbia's PIPA means for this form
In British Columbia, BC's Personal Information Protection Act applies to private businesses in the province instead of PIPEDA.
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 Vancouver
Vancouver 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.
Vancouver is on a different time zone from Toronto, so set your business time zone to America/Vancouver in CalendarForm settings.
Customers booking from abroad still see the time in America/Vancouver, 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/Vancouver and add your class timetable.
- Edit the questions above, add the British Columbia's PIPA 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 Vancouver?
- 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 CAD.
- Does the form follow PIPEDA?
- The form collects only the questions you add and shows your consent line. Following PIPEDA 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 Chinese.
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- CalendarForm for coaches and consultants
- Online intake forms that come with the booking
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