New clients onboard themselves, intake and agreement included.
When you take a client on, the intake form and coaching agreement send themselves. The client completes them on their own time, signs digitally, and a full client record builds itself from their answers, before your first session together. One link instead of a manual chase across five tools.
Intake and agreement, fired the moment you activate.
Mark a new client active, or drag their card to Active on your pipeline, and the intake form and coaching agreement go out on their own. You are not copying a form into an email or chasing a signature by hand. The onboarding happens in the background while you get on with your day.
- Intake and agreement send on activation
- The client completes everything on their own time
- Agreements signed digitally, captured as a record
The answers become a real client record.
No re-keying a PDF into your system by hand. When the client finishes, their answers, signed agreement, and contact details land as a complete client file, ready for your first session. You walk into session one already knowing who you are working with and what they want.
- A full client record built from their answers
- Signed agreement filed with the client
- You are emailed the moment they are done
Consent captured at onboarding, shown before each session.
Recording, AI note taking, text, and email each get explicit consent at intake, and that record stays on the client's file and surfaces before every session, so you always know what you are allowed to do. For ICF coaches this is how you keep a clear agreement about how information is handled, the way your Code of Ethics asks (Standards 2.2, 2.4, and 2.5).
- Per-client consent for recording, AI, text, and email
- Shown before every session, so you know what is allowed
- Built around the ICF Code of Ethics
Records are encrypted in transit, and your client data is never sold or used for advertising.
Intake is the front door to your booking and onboarding flow. Pair it with scheduling and explore all features.
From the blog: What to put on a coaching intake form, with a template.
Helping you change the tide on your coaching business.
Make onboarding the easy part.
Set your intake and agreement once, and every new client onboards themselves from one link.