New Client Intake Form | Canva Template | The Terra Collection

$12.00

Create a smooth, professional onboarding experience that builds trust from the very first interaction.

This fully editable template is designed for wellness, health, and holistic practitioners who want to:

Streamline their onboarding process and eliminate client friction.
Present a sophisticated, high-end client experience.
Save hours of back-and-forth communication.
Feel organised and confident from day one.

What’s Included:

Fully Editable Canva Template: A one-page, high-conversion intake form.
Strategic Sections: Structured fields for primary concerns, energy baselines, lifestyle snapshots, and client expectations.
Professional Consent & Signature: Includes a built-in agreement and signature line for a complete, clinical-ready system.
Brand-Ready Layout: Clean, minimalist design ready to customise with your brand colours and fonts in minutes.

Perfect for: Coaches and practitioners ready to transition from informal emails to a structured, professional onboarding system.

Create a smooth, professional onboarding experience that builds trust from the very first interaction.

This fully editable template is designed for wellness, health, and holistic practitioners who want to:

Streamline their onboarding process and eliminate client friction.
Present a sophisticated, high-end client experience.
Save hours of back-and-forth communication.
Feel organised and confident from day one.

What’s Included:

Fully Editable Canva Template: A one-page, high-conversion intake form.
Strategic Sections: Structured fields for primary concerns, energy baselines, lifestyle snapshots, and client expectations.
Professional Consent & Signature: Includes a built-in agreement and signature line for a complete, clinical-ready system.
Brand-Ready Layout: Clean, minimalist design ready to customise with your brand colours and fonts in minutes.

Perfect for: Coaches and practitioners ready to transition from informal emails to a structured, professional onboarding system.

- Includes sections for personal details, medical history, lifestyle habits, wellness goals, and more
- Clean, user-friendly format designed to save time and gather essential insights
- Fully customisable with a free Canva account—easily adjust questions, fonts, and colours to match your brand
- Ideal for wellness coaches, holistic health practitioners, nutritionists, and life coaches
- Take your client intake process to the next level with this easy-to-use, customisable form, ensuring a smooth and personalised start for every client.
- Standard Licence
Instructions to download your file
Follow these steps to download your digital resource after purchasing from louisesam.com:
1. Complete Your Purchase
  - After finalising your purchase on louisesam.com, you will see a confirmation page with a download link.
  - You’ll also receive a confirmation email containing the link to access the template.
2. Download from the Confirmation Page
  - If you're still on the confirmation page, click the “Download Template” button. This will take you directly to the Canva template.
  - If you missed it, don’t worry—you can also download it from the email.
3. Check Your Email
  - Open the confirmation email from louisesam.com. Look for the subject line: “Your Download is Ready!”
  - Inside the email, you’ll find a link to the Canva template. Be sure to check your spam or promotions folder if it’s not in your inbox.
4. Click the Canva Template Link
  - In the email, click the link to access the template on Canva. This will redirect you to Canva’s website.
5. Sign In or Create a Canva Account
  - Once redirected to Canva, sign in to your existing account. If you don’t have one, sign up for a free Canva account to access and edit the template.
6. Copy the Template to Your Account
  - On the template page, click “Use Template”. This will create a personal copy in your Canva account that you can edit.
7. Edit and Customise
  - You now have your own version of the template. Customise it by adding your logo, changing the text, colours, fonts, and making any other adjustments to suit your brand and business needs.
8. Download Your Final Version
  - When you're finished with your edits, click “Download” in the top right corner of Canva. Select the appropriate file format (PDF for sharing with clients) and save it to your device.
9. Save for Future Use
  - Your customised version is saved in your Canva account, so you can return and make adjustments anytime.
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