Free Printable Client Information Form — Intake PDF
Structured intake rows for contact, address, tax ID, and consent notes — salons, clinics, and consultants.
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Privacy and professionalism on one page
This printable is a starting template, not legal advice. Before you collect tax IDs or health notes, confirm which fields your license requires and how long you may store them. The subtitle line is there to remind staff where your written retention policy lives — not to replace it.
Pre-labeled topics speed up intake while leaving Details wide enough for long email addresses or international addresses. Swap or duplicate rows using “Edit row labels” if your workflow needs fewer legal fields and more room for session goals.
- Offer a second copy for the client if they should keep their own record.
- Match identifiers with your appointment cards and CRM exports.