Let clients share important information before the meeting so you can spend more time addressing their needs.
Collect client intake with ExpertBox to achieve higher client satisfaction rates!
Collect required information from your clients to become more proactive in your practice.
It’s easy to add your own questions to a custom patient intake form to fit your specific needs and services.
Select your service and add the required intake forms so your clients provide you with all necessary information when making a booking.
If you need to collect more information, get additional documents, or receive an update, you can send an extra form via email or through a Client account.
Decide whether your clients need to fill out a form once or regularly to track their progress.
It’s easy to add your own questions to a custom patient intake form to fit your specific needs and services.
Select your service and add the required intake forms so your clients provide you with all necessary information when making a booking.
If you need to collect more information, get additional documents, or receive an update, you can send an extra form via email or through a Client account.
Decide whether your clients need to fill out a form once or regularly to track their progress.
All responses will automatically be added to client profiles in the ExpertBox CRM.
Stay informed about clients’ submissions thanks to email and in-app notifications.
All responses will automatically be added to client profiles in the ExpertBox CRM.
Stay informed about clients’ submissions thanks to email and in-app notifications.
Start your 14-day free trial today.
Learn why ExpertBox stands out from competitors
I was completely overwhelmed with the information received from patients and the messy handwriting on a daily basis. ExpertBox intake forms were the right place for me to organize the patient intake process and control the flow of information. ExpertBox intake software supports me a lot in my practice.
Show moreElijah Lennon
Therapist
ExpertBox client intake forms simplify all aspects of my coaching practice and are especially helpful during client onboarding. I reduce collecting client info through phone calls, which consumes my time. Now I feel that my coaching business is a lot more successful.
Show moreAdam Brice
Health and wellness coach
Explore more features to build strong client relationships.
Start your 14-day free trial today.