Mental wellbeing coaches

Everything a mental wellbeing coache needs to run a modern practice.

Digital consultation forms, treatment notes, AI summaries, reminders and client records in one platform.

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Mental wellbeing coaches using CliniForm
Forms completed 96% This month
Time saved 5.8 hrs Per week
Client readiness 94% Before arrival
A smoother client journey

From first consultation to clear follow-up

Give every client a professional experience before, during and after their appointment—while keeping clinical records organised behind the scenes.

  1. 01

    Before the appointment

    Forms, consent and history ready

    • Clients complete branded consultation and consent forms from their phone.
    • Medical history and presenting concerns arrive before they do.
    • Important answers are ready for you to review.
  2. 02

    During the appointment

    Treat with a clear picture

    • Potential contraindications are brought to your attention.
    • Body diagrams and session notes stay with the client record.
    • Document findings without breaking your flow.
  3. 03

    After the visit

    Follow-up without the chase

    • Send aftercare guidance and reminders automatically.
    • Keep continuity of care across every visit.
    • Personalised follow-ups without extra admin.
Popular templates:
Counselling Intake CBT Assessment Coaching Intake Hypnotherapy Consultation View all 8+ →
Old way

How most practices still work

  • Intake squeezed into paid session time
  • Confidentiality agreements as email PDFs
  • Wellbeing history in unsecured notes
  • No structured risk screening
  • Client updates lost in message threads
CliniForm

Your modern practice platform

  • Secure wellbeing intake by link
  • Confidentiality agreement with digital signature
  • Structured presenting issues questionnaire
  • CliniForm AI highlights risk indicators
  • Session notes in a secure dashboard
Built specifically for Mental wellbeing coaches

Why Mental wellbeing coaches choose CliniForm

Not adapted from generic forms — designed around the way Mental wellbeing coaches actually work.

  • ✓Confidential intake
  • ✓Consent
  • ✓Session notes
  • ✓Care history
  • ✓Secure storage
  • ✓GDPR controls
  • ✓Follow-ups
  • ✓Client portal

Secure intake for wellbeing coaching

Professional, confidential onboarding for your coaching practice.

Wellbeing intake forms

Presenting issues, history and goals captured securely.

Confidentiality agreements

Digital signatures on coaching terms.

CliniForm AI screening

Highlight risk indicators from submitted intake.

Session notes

Structured notes linked to each client.

Automated reminders

Clients complete intake before the first session.

GDPR-ready storage

UK-hosted secure client data.

Templates

Ready-made forms for Mental wellbeing coaches

Add any template to your practice in one click — customise questions with the Form Builder on Free.

Counselling Intake Featured

Presenting issues, mental health history, risk assessment and confidentiality agreement.

★★★★★ Used by 1,322 clinics 7 min to complete
UK standard Digital signature
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CBT Assessment

Thought patterns, goals and structured CBT readiness assessment.

★★★★★ Used by 1,319 clinics 5 min to complete
UK standard Digital signature
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Coaching Intake

Life or performance coaching goals, motivation and session preferences.

★★★★★ Used by 1,661 clinics 6 min to complete
UK standard Digital signature
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Hypnotherapy Consultation

Suggestibility screening, goals and hypnotherapy consent.

★★★★★ Used by 1,994 clinics 6 min to complete
UK standard Digital signature
Preview Use template

Browse all 96+ templates →

Trust

Used by practices across the UK

Massage, beauty, physio, sports therapy, personal training and more — designed for real wellness workflows.

Massage Beauty Physio Sports Therapy Personal Training Nutrition Counselling Osteopathy
85+Templates
15,000+Forms completed
98%Completion rate
12,000+Signatures captured

Less admin. More time for your clients.

Start Free for up to 5 active clients, explore Pro free for 14 days, or book a personal walkthrough.

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No card required. No automatic billing. Continue with Pro for £24.99/month only if you choose to subscribe. Otherwise, return to Free.

  • ✓ Free forever for up to 5 active clients
  • ✓ Every standard Pro App included with Pro
  • ✓ UK-hosted platform