Client profile form template
Collect and consolidate your clients’ information with this GDPR-compliant form
Yes, completely. We’re in the business of forms, so it’s our business to keep your data safe.
All our forms are totally GDPR compliant. If you’d like to read our Privacy Policy, click here. Don’t worry—we’ve translated it from jargon-filled jibber jabber into plain English, so it’s easy to digest.
Client information is often hard to keep track of. Intake forms get buried away in digital (or actual) files—you know, those “safe places” we tell ourselves we’ll never forget about…
If you’re doing some spring cleaning in your database, or if you just want a new solution to the old client information sheet, give this form a try. You can send it to new or existing clients, and set your responses so they sync into one handy Google Sheet.
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