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Intake Form for Group Sessions New Client Form Template

Streamline Your Client Onboarding Process with This Template

Are you struggling to gather essential information from new clients before group sessions? This intake form template is designed for health professionals who want to streamline their onboarding and improve client relationships. By using this template, you can quickly collect vital data, enhance communication, and save time for both you and your clients. With WCAG-aligned labels, you ensure everyone can access your forms easily. Explore how this user-friendly template can help you kickstart your sessions.

Use this Template (FREE) Live Preview
Full name
Email address
Phone number
Pronouns
Preferred contact method
Email
Phone call
Text message
Group or program you are applying for
What are your primary goals or topics you hope to work on?
Your prior experience with group sessions
None
1-2 sessions
Several sessions
Many sessions
Preferred format
In-person
Online (live)
Hybrid
No preference
Earliest date you can start
Preferred session times (select all that apply)
Weekday mornings
Weekday afternoons
Weekday evenings
Weekend
Please share any accessibility needs or health considerations relevant to participating in group sessions (optional)
If you wish, please provide brief details about any safety concerns
Do you have any immediate safety concerns you would like the facilitator to be aware of?
Yes
No
Prefer not to say
Age
Under 18
18-24
25-34
35-44
45-54
55-64
65+
City or postal/ZIP code
Gender identity
Woman
Man
Non-binary
Prefer to self-describe
Prefer not to say
I have read and agree to the group guidelines and privacy notice.
Yes
No
I agree to maintain the confidentiality of other participants.
Yes
No
Emergency contact full name
Emergency contact phone
Emergency contact relationship to you
Typed signature of participant or parent/guardian
Date signed
Are you at least 18 years old or do you have parent/guardian consent?
Yes
No
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Paper art illustration depicting an intake form template for group sessions and new clients by FormCreatorAI

When to use this form

Use this template to onboard new participants for group counseling, skills classes, support groups, workshops, and rehab programs. Send it before the first meeting to collect contact details, goals, accessibility needs, consents, and availability so you can confirm fit and plan safely. It suits counselors, PTs, program coordinators, and nonprofits running cohorts. For example, launch a CBT skills group, a postpartum support circle, or a falls-prevention class with consistent information from every participant. If you also run one-on-one intakes, pair this with the Physical therapy intake form or the Case management form to capture discipline-specific details without duplicating questions.

Must Ask Intake Form for group sessions new client Questions

  1. What is your preferred name and pronouns?

    This builds respect and helps you address participants correctly during introductions and discussions. It reduces friction, supports inclusion, and improves group cohesion from day one.

  2. What are your top goals for joining this group?

    Clear goals help you tailor topics, activities, and pacing to what matters most. They also give you a baseline to measure progress and satisfaction over time.

  3. Do you have any health conditions, medications, or accessibility needs we should consider?

    Knowing this upfront lets you plan safe activities, adjust seating or materials, and avoid triggers. If someone needs individual follow-up for injuries, guide them to the Personal injury intake form for deeper screening.

  4. Who is your emergency contact, and are there any safety concerns or triggers we should know?

    This supports crisis planning and ensures you can act quickly if an issue arises. It also signals the group takes safety seriously, which builds trust.

  5. What times work best for sessions, and how may we contact you between meetings?

    Scheduling and communication preferences reduce no-shows and keep outreach timely. You can align reminders with consented channels (email, text, phone) to protect privacy and improve attendance.

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