A first session goes better when the paperwork is done and the client has had time to think. I would rather send one calm link than a stack of PDFs. These templates help with intake, journaling, referrals and feedback. They are forms, not clinical tools.
What these forms do for therapists and coaches
- Intake forms let clients explain in their own words and in their own time.
- Journal and mood forms build a simple log you can export.
- Feedback forms ask one gentle question at a time.
Start with these
- Daily journal template: A daily journal template as a form: gratitude, one win, mood, energy, sleep, a hard moment and an intention for tomorrow, saved as a log you can export.
- Therapy intake form: A therapy intake form for counselors and therapists: who therapy is for, reasons for starting, past therapy, support, session format and message preferences.
- Mood tracker: A mood tracker as a quick form: pick a mood word, rate how strong it is, note body signs, triggers, who you were with and what helped. Export the log as CSV.
- Counseling referral form: A counseling referral form: referrer role and contact, client details, reason, how long, urgency, supports tried and confirmation the client agrees.
- Online consultation form: An online consultation form for clinics, coaches and advisors: topic, goal, video or phone, time zone, preferred days, background and a link to notes.
- Coaching intake form: A coaching intake form for life, career and business coaches: focus areas, goals, obstacles, readiness, weekly time, coaching style and a not-therapy note.
More forms for therapists and coaches
One tip
Tell clients plainly what you do with their answers and who sees them. Check your local privacy rules before collecting health data.
Your AI or theirs
Your AI agent can create any of these forms and hand you the link. The people who fill it can use their own AI too. Read how that works in agent-fillable forms. Looking for a different trade? See all industries or browse every template.
Questions
Can clients fill the form before the first session?
Yes. Send the public link ahead of time. Clients can also give the form to their own AI agent and read the answers before anything is sent.
Is the data stored safely for therapy use?
AI Form API stores responses so you can export them as CSV or JSON. It does not make a form compliant. Check your local privacy rules before collecting health data.
Can I add or remove questions?
Yes. Ask your AI to change the fields, or edit the JSON before you create the form.