Wellbeing intake forms
Presenting issues, history and goals captured securely.
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.
Forms completed
96%
Time saved
5.8 hrs
Client readiness
94%
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.
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 on Professional and above.
Counselling Intake Featured
Presenting issues, mental health history, risk assessment and confidentiality agreement.
CBT Assessment
Thought patterns, goals and structured CBT readiness assessment.
Coaching Intake
Life or performance coaching goals, motivation and session preferences.
Hypnotherapy Consultation
Suggestibility screening, goals and hypnotherapy consent.
“Finally a platform that understands wellbeing businesses — signatures, medical history, body diagrams, and a proper dashboard. Not just another generic form builder.”
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
83+Templates
15,000+Forms completed
98%Completion rate
12,000+Signatures captured
Ready to go paperless?
Join wellbeing professionals replacing paper forms with a full practice platform — consultations, consent, notes and more.
Free forever for up to 25 active clients. No credit card required.