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Welcome to your Client Intake Tracker. Send new clients one link. Their answers land in your client list, ready for your first session.

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🧭 New to Notion? Three quick tips

Start here

• [x] Duplicate the tracker into your Notion
• [ ] Open the Intake form tab below and check the questions
• [ ] Click Share form and copy the link
• [ ] Send the link to your next new client
• [ ] Delete the three example clients

First session checklist

• [ ] Read their intake answers
• [ ] Set their status to Lead or Active
• [ ] Send a short welcome email with the date and call link
• [ ] Pick one goal to focus on first
• [ ] After the session, add their start date

Your clients

New answers from your form show up under New intakes until you give them a status.

Clients

How it works

• Sharing your intake form
• Moving to the Practice OS later
• Need a hand?

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For business admin and marketing, not health records. Keep your intake questions to contact details and goals, and keep clinical notes and other health information in a system built for health records. Notion signs a HIPAA agreement only on its Enterprise plan, and in Canada provincial health-privacy laws may also apply to you.

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Want sessions, packages, payments and your content calendar in the same place? The Practice OS is built on this client list, so your clients come with you.

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