The 7 Best Intake Form Software for Life Coaches, Compared
The best intake form software for life coaches does more than collect answers. The form leads somewhere: a discovery call, a signed agreement, a first payment, then the first week of the work. So the useful question is not which tool builds the prettiest questionnaire. It is which tool keeps the intake answers attached to the client from the first form through the last session, so you never re-ask what someone already told you.
Our pick is Coachful, because intake questions, the intake call, the e-signed coaching agreement, payment and the program that follows all live in one login, and the client sees one branded app. We make Coachful, so we have stated our ranking criteria in one line further down and kept every other tool's facts to what its vendor lists. Six other tools follow, each with a clear reason you might choose it instead.
What do life coaches need from intake form software?
Life coaches need an intake that screens for fit, captures goals in the client's own words, gets the coaching agreement signed and hands everything to the first session. A generic form builder handles the first part only.
Life coaching intake has a few traits that set it apart from, say, a fitness or nutrition intake:
- The answers are long and personal. Clients write about career doubts, relationships, values and what they want their life to look like in a year. You will reread those answers before session one, at the midpoint and at renewal, so they belong on the client record, not in an email attachment.
- Fit matters more than logistics. Many life coaches run an application or a discovery call before anyone pays. The form has to feed that call, and the call outcome has to be tracked, or prospects slip away.
- Scope has to be clear from the start. Life coaching is not therapy or medical treatment. A good intake asks whether the person is currently working with a therapist or doctor and includes a plain statement of what coaching is and is not. If answers point to a mental health crisis, trauma, or a clinical condition, the right move is to refer the person to a licensed professional rather than enrol them. Our guide to legal disclaimers for life coaches covers the wording.
- The agreement comes before the first call. Confidentiality, cancellation and payment terms should be signed, not just read.
- The work continues between sessions. Goals named in the intake turn into weekly actions, check-ins and habits. If your intake tool cannot pass those goals into the program, you retype them.
If you are still drafting the questions themselves, start with our 15 coaching intake form questions and the step-by-step guide to creating a coaching intake form. For the wider category, including agreement tools outside life coaching, see our parent guide to coaching intake and agreement software.
Which five questions should you answer about your practice first?
Answer these five questions before you compare tools. Your answers decide the shortlist faster than any feature list.
- What happens right after someone submits the form? (a) They book a discovery call, (b) you review an application and invite the good fits, or (c) they buy a package straight away.
- Do you need a signed coaching agreement before session one? (a) Yes, with e-signature, (b) a checkbox is enough, or (c) you handle it outside the software.
- When does the client pay? (a) At booking or checkout, (b) after the discovery call by invoice, or (c) payments are handled elsewhere.
- What happens between sessions? (a) A structured program with goals, habits and check-ins, (b) worksheets and reflections, or (c) nothing, the sessions are the product.
- How many clients do you expect in the next 12 months, and who will set this up? (a) Under 10 and you will build it yourself, (b) 10 to 40 and you want it done for you, or (c) more than 40, possibly with another coach.
Write your five letters down. The table below maps the common patterns to a pick.
Which intake tool matches your answers?
Ranking criteria: one login for the whole client journey from intake to program, delivery between sessions, total stack cost, and setup effort (including whether someone will build it for you).
| Tool | Answers that point here | What the intake connects to |
|---|---|---|
| Coachful | Mostly (a) answers; any answer of (a) on question 4 or (b) on question 5 | Booking questions, intake calls, prospects, e-signed agreement, payment, programs with check-ins and habits |
| Dubsado | 1(b), 2(a), 3(b), 4(c) | Forms, contracts, invoices and automated workflows; scheduler on Premier |
| HoneyBook | 1(a) or 1(c), 2(a), 3(a), 4(c) | Lead forms, proposals, contracts, invoices and a client portal |
| Paperbell | 1(c), 2(a), 3(a), 4(c), 5(a) | Booking, packages, payments, contracts and a simple client portal |
| Practice Better | 1(a), 3(a), 4(a) with a wellness or nutrition angle | Form and note templates, charting, scheduling, telehealth, billing, programs |
| Satori | 1(a), 2(a), 3(a), 4(c), 5(a) | Discovery questionnaires, intake forms on packages, scheduling, invoices, contracts |
| Quenza | 3(c), 4(b) | Worksheets, activities and programs in a client app; no payments or scheduling |
How did we choose and rank these tools?
We started from the tools life coaches most often shortlist for client intake, then compared what each vendor documents on its own site and pricing page as listed in October 2026. We did not run hands-on tests of competitors; where we mention reputation, we cite the public Trustpilot score as it appeared on 25 October 2026.
Each tool was scored against the four criteria above. A tool that only collects form answers scored lower than one that also carries those answers into the agreement, the booking and the coaching itself, because every hand-off between tools is a place where a life coach copies and pastes personal information by hand. Price was judged as total stack cost, not plan price alone: a cheap form tool that forces you to buy separate scheduling, payments and program delivery is not cheap.
1. Coachful: intake, agreement and program in one login
Coachful is the strongest fit for life coaches because the intake is the start of the client record rather than a separate file. Intake questions can be added to any booking page, so a prospect answers them while picking a discovery call time. Those answers land on the client record next to goals, check-ins, habits, notes, tags, payments and sessions, and they stay there for as long as you work together.
From form to discovery call
The Intakes page tracks intake calls as their own pipeline: how many are booked, which are upcoming, how many converted, and the conversion rate. For a life coach who runs every new client through a discovery call, that one number tells you whether the call or the offer needs work.
Leads arrive from more than booking pages. Application funnels suit coaches who review before they accept anyone, and lead-magnet funnels (a values worksheet, a life-audit quiz) collect contact details before the intake. The Prospects page lists every lead with the form or resource they came from and their stage, so you can see which entry point brings in the clients who actually enrol.
Booking pages handle the logistics around the form: availability rules, buffers, minimum notice and time-zone detection, with two-way Google, Apple/iCloud and Outlook calendar sync. Calls can use built-in video or auto-created Zoom, Meet or Teams links, with email reminders, plus SMS 24 hours before and WhatsApp one hour before once messaging is enabled.
Agreement, payment and the first week
Coaching agreements with e-signature go out before the first call and are stored on the client record. That is where you put confidentiality, cancellation terms and the scope statement that coaching is not therapy. The Agreements tab also accepts signed PDFs if a client signs on paper. More on this in our page on coaching contracts.
Payments run through your own Stripe Connect or Razorpay account: one-time payments, subscriptions, payment plans, coupons, Apple Pay and Google Pay, with an invoice per transaction. Coachful charges a 0% platform fee (since August 2026), so only Stripe or Razorpay processing applies.
After that, the intake answers become the work. A multi-week program can carry weekly goals, daily tasks, habits, and morning and evening check-ins, and a welcome flow can greet each new client as they start. Forms and worksheets are one of the resource types you can deliver into the client's branded home and app, which is handy for a values exercise or a wheel-of-life review at week six.
Before each session, Michelle, the built-in AI assistant, can brief you from live practice data, the same client record that holds their intake answers and check-ins. Each client also gets a status of thriving, active, quiet or at risk, so you notice the person who filled in a heartfelt intake and then went silent. Questions and planning with Michelle are included in your Coachful membership; confirmed builds and changes use AI credits.
Here is a short walkthrough of the intake side of Coachful:
Setting it up as a life coach, step by step
- Create a 30-minute discovery call session type and add intake questions to its booking page: what prompted them to look for a coach now, the one area of life they most want to change, what they have tried, and whether they are working with a therapist or doctor.
- Write your coaching agreement with confidentiality, cancellation and scope terms, and set it to send before the first paid session.
- Build your main offer (for example a 12-week program) with a payment plan through your Stripe account.
- Turn the intake goal into week one of the program: one weekly goal, two daily tasks and an evening check-in.
- Watch the Intakes page each week and follow up with anyone who booked but did not convert.
Why Coachful stands out: a free white-glove service. From Create, choose "We'll build it for you · FREE" and describe what you want: an intake form or worksheet, an application funnel, a program, a website, an email sequence and more. You can attach up to 8 reference links and up to 10 files such as your logo, brand guide or existing questionnaire, and the Coachful team builds it inside your own account, usually within about 24 hours. Nothing gets invented: no fake credentials, testimonials or prices, and gaps are left for you to fill. A leadership coach with a Squarespace renewal days away, for example, got one clean homepage with a repeated "talk with me" button. It does not include recording videos, logo design or ad management. Read more about the white-glove build service.
Where Coachful stops. It is not HIPAA-certified and offers no BAA, so it is not for clinical record-keeping or insurance billing. There are no routing forms that pick a host from form answers, no PayPal and no permanent free plan. The client app ships under the Coachful listing with your branding, not under your own App Store account.
In short: Coachful is a coaching platform where one subscription covers booking, intake, payments, contracts, programs with habits and check-ins, courses, community, a website with funnels and email, and an AI assistant. It suits life coaches who deliver programs rather than single sessions, and coaches replacing four to six tools. Plans are flat monthly, lower plans cap clients and Pro is unlimited (current plans: Lite: $29/month for up to 5 clients; Solo: $49/month for up to 20 clients; Pro: $99/month with unlimited clients; Studio: $199/month with unlimited clients). Start with a free trial and ask the team to build your intake and first program for you. See how it fits a life coaching practice on our page for life coaches.
2. Dubsado: the form-and-workflow specialist
Dubsado suits a life coach who thinks in workflows: form submitted, contract sent, invoice issued, reminder scheduled. It is a client workflow CRM built around forms, contracts, invoices, a scheduler and automated workflows, so intake is close to its core job.
For a life coaching practice, the typical Dubsado setup is an application or lead-capture form on your website, followed by an automated workflow that sends a questionnaire, then a contract, then an invoice. That sequence fits answer pattern 1(b): you review an application, decide whether the person is a good fit, and only then trigger the paid steps.
Price as listed in October 2026: Starter is $35 a month ($27.92 a month billed annually) with unlimited clients and projects but only one active lead-capture form. Premier is $55 a month ($43.75 billed annually) with unlimited lead forms. Dubsado offers a 21-day trial with full Premier access and no credit card required. It states no platform fee on payments; your processor's rates apply, and optional surcharging can pass card costs to the client.
The catch for life coaches. Starter has no scheduler and no automations, which are the two things that make Dubsado worth having for intake. Realistically, a life coach needs Premier. Dubsado also says it does not include website building and is not an email marketing platform, and it has no courses, client community, habits or check-ins. The mobile app is a companion; full functionality needs the desktop web app. Once a client is signed, the coaching itself happens somewhere else, so the goals they wrote in your intake form have to be copied into whatever tool you deliver in.
Public reputation is hard to judge from Trustpilot: the page showed a 3.7 score from a single review on 25 October 2026, which says almost nothing either way.
Pick it over Coachful if your practice is mostly one-to-one sessions with no between-session program, you love building detailed if-this-then-that workflows, and you already have a website and email tool you are happy with.
3. HoneyBook: a polished client portal for service pros
HoneyBook is a client-management CRM for service businesses, with lead forms, proposals, contracts, invoices, a scheduler and a client portal. A life coach gets a clean, professional first impression: the prospect fills in a lead form, receives a proposal, signs and pays in one flow.
That proposal flow is HoneyBook's real strength for intake. A life coach selling a fixed package, such as six sessions over three months, can send one document that combines the offer, the agreement and the first invoice. It works well for answer patterns 1(c) and 3(a), where the client pays as soon as they say yes.
Price as listed in October 2026: Starter is $29 a month billed annually (the monthly price was not shown) with unlimited clients and projects but two live lead forms. Essentials is $59 a month ($49 billed annually) with up to two team members and ten lead forms. Premium is $129 a month ($109 billed annually) with unlimited team members and lead forms. There is a 30-day trial with no credit card required. Note that prices rose in February 2025 from $19, $39 and $79 to $36, $59 and $129 monthly, according to our earlier profile.
What to weigh. HoneyBook is the payment processor, so client payments must run through it. Its pricing page conflicted on card fees when we checked: the FAQ said 2.7% + 10¢ while the plan comparison showed 2.9% + 25¢. ACH is 1.5% and instant deposit is 1%. The scheduler and automations are not on Starter, so a life coach who wants intake to trigger a booking needs Essentials. There is no coaching delivery at all: no programs, courses, habits, check-ins or community.
Its Trustpilot score was 4.1 from 748 reviews on 25 October 2026, the largest review base in this list.
Pick it over Coachful if you sell fixed packages through proposals, you also run a non-coaching service business from the same account, and you do not need any program or habit tracking after the client signs.
4. Paperbell: one price for the solo coach's admin
Paperbell is built for solo coaches who want admin handled with as little setup as possible. It covers booking, packages, payments, contracts, a client portal and a simple website, all on a single plan.
Paperbell's appeal for life coaches is simplicity. You create a package, set the price, attach the contract, and share one link. For answer pattern 1(c), where the client buys a package straight away, it removes most of the moving parts. How detailed its intake questionnaires are was not covered in our October 2026 notes, so check the current help center before relying on conditional questions or long-form answers.
Price as listed in October 2026: one plan at $97 a month ($80.83 a month billed annually) with unlimited clients, sessions, files, packages and traffic. Paperbell says there are no additional transaction fees; Stripe or PayPal processor fees apply. The pricing page shows a "Try For Free" button without a length; its help center in July 2026 described a seven-day trial with the public site offline and client messages and SMS turned off. There is a 30-day money-back guarantee.
Limits a life coach will notice. Paperbell has no courses or learning library, no community, and no goal or habit tracking. There is no native mobile app; clients use a mobile browser. For a life coach whose intake surfaces goals like "rebuild my confidence at work" or "set boundaries with family", there is nowhere inside Paperbell to turn those into weekly actions, so the follow-through lives in email or a separate app. At one price per coach, it also gets more expensive when a second coach joins.
Paperbell's Trustpilot page showed 3.5 from 14 reviews on 25 October 2026.
Pick it over Coachful if you want PayPal as a payment option, your sessions are the whole product, and you prefer one fixed admin bill over choosing between plans.
5. Practice Better: template-rich intake for wellness-leaning coaches
Practice Better is practice management software for wellness and nutrition practitioners, covering scheduling, telehealth, charting, billing, programs and a client portal. Its homepage, fetched on 25 October 2026, highlights ready-made, customizable form and note templates and AI assistance from intake review to charting.
That makes it worth a look for life coaches whose work overlaps with wellbeing: stress, sleep, burnout or lifestyle change. The form template library gives you a head start on intake, and the charting tools suit coaches who keep structured session notes. Remember the scope line, though: a life coach using a practitioner tool is still coaching, not treating, and should refer out when an intake raises clinical concerns.
Price as listed in October 2026: Sprout is $0 for 3 clients and 100 MB of storage. Starter is $35 a month ($25 billed annually) for 10 clients. Professional is $69 a month ($59 billed annually) for 300 clients. Plus is $99 a month ($89 billed annually) with unlimited clients and three admins. Team is $155 a month ($145 billed annually) for two practitioners, with more at $50 each. The trial is 30 days on Team and 14 days on other paid plans, with no contracts. Payments run through Practice Better Payments, powered by Stripe; no platform fee is stated.
Trade-offs. Evergreen programs, portal branding, a custom URL and SMS start on Plus, so a life coach who wants a branded intake experience and self-paced programs pays for the higher tier. There is no website builder or funnel pages, according to our earlier profile, so your application form or lead magnet has to live elsewhere. Below Team, an account has one practitioner. The interface and vocabulary lean clinical, which some life coaches find heavier than they need.
Trustpilot showed 3.8 from 87 reviews on 25 October 2026.
Pick it over Coachful if your coaching sits close to nutrition or wellness, you want a large library of form and note templates from day one, and you are fine running your website and funnels on a separate tool.
6. Satori: discovery questionnaires for new coaches
Satori is a coaching practice tool with scheduling, a client portal, packages and programs, invoices and contracts. Its homepage, fetched on 25 October 2026, puts intake front and centre: discovery questionnaires, template forms, and multi-session packages with intake forms, check-ins and progress tracking, all aimed at turning "a volley of manual emails and forms into a single link".
For a newer life coach, that single onboarding link is the attraction. A prospect fills in a discovery questionnaire, books, signs and pays without you sending five separate emails. Satori also runs a Scholar plan for people studying for a coaching certification, which is useful while you log practice hours with pro bono clients.
Price as listed in October 2026: Scholar is $0 for unlimited pro bono clients, by application. Essentials is $33 a month ($27.50 billed annually) for up to 10 active paying clients. Pro is $49 a month ($40.83 billed annually), which our September 2026 profile listed at 50 active clients. Leader is $124 a month ($103.33 billed annually), listed in that profile at 150 active clients. Only active clients count toward billing. There is a 15-day trial with unrestricted access and no credit card during the trial, plus a refund if requested within 30 days of signing up. Satori takes no cut of client payments; standard PayPal and Stripe fees apply.
Where it falls short. Our September 2026 profile noted no native mobile app, no native Zoom integration, and no landing pages, courses or community. That leaves the application funnel, the lead magnet and any group work to other tools. The tiered active-client caps also mean costs step up as your practice grows.
Pick it over Coachful if you are still in training and want a pro bono plan while you build hours, or you need PayPal and only deliver one-to-one sessions.
7. Quenza: worksheets and reflective activities
Quenza approaches intake from the delivery side. It is a client-engagement tool for coaches and therapists, with activities, worksheets, programs, chat and a client app. Intake here looks like a reflective worksheet rather than a booking form.
Life coaches who use structured exercises (a values sort, a life-balance wheel, a future-self letter) will find Quenza's activity format a natural home for intake and early-session work. It fits answer pattern 4(b): worksheets and reflections between sessions matter more than payments or booking.
Price as listed in October 2026: Spark is $25 a month ($20 billed annually) for one professional and 10 clients. Growth is $50 a month ($40 billed annually) for 250 clients. Impact is $125 a month ($100 billed annually) for 400 clients. Collective is $160 a month ($128 billed annually) for up to three professionals and 500 clients. Beyond, with unlimited clients and professionals, had no listed price. The trial is 30 days with no credit card.
The gap to plan around. Quenza has no client payment processing today; invoicing and digital products are marked as planned. Our earlier profile also noted no scheduling or video calls. A life coach using Quenza for intake still needs a booking tool, a payment tool and probably a contract tool, which raises the real monthly cost well above the plan price.
Quenza's Trustpilot page showed 4.3 from 8 reviews on 25 October 2026.
Pick it over Coachful if you already have booking and payments sorted, and you want a dedicated library of interactive worksheets as the centre of your intake and between-session work.
Which intake features does each tool cover?
This matrix shows what each vendor documents for the steps around intake. "Not confirmed" means our October 2026 notes did not cover it, not that the feature is missing.
| Tool | Intake forms | E-signed agreement | Booking | Client payments | Program after intake |
|---|---|---|---|---|---|
| Coachful | Yes, on booking pages, plus application funnels and worksheets | Yes, sent before the first call | Yes, with two-way calendar sync | Yes, your Stripe or Razorpay | Yes, goals, habits, check-ins, courses |
| Dubsado | Yes (1 lead form on Starter) | Yes | Premier only | Yes, invoices | No |
| HoneyBook | Yes (2 lead forms on Starter) | Yes | Essentials and up | Yes, HoneyBook processing only | No |
| Paperbell | Not confirmed | Yes | Yes | Yes, Stripe or PayPal | No goals, habits or courses |
| Practice Better | Yes, form templates | Not confirmed | Yes | Yes, via Stripe | Yes (evergreen on Plus) |
| Satori | Yes, discovery questionnaires | Yes | Yes | Yes, Stripe or PayPal | Packages with check-ins |
| Quenza | Yes, as worksheets and activities | Not confirmed | No | No (planned) | Yes, programs and activities |
What does each option cost at 5, 15 and 40 clients?
At 5 clients the cheapest tools look attractive, but by 40 clients the difference is mostly about what else you have to buy. Prices below are the monthly prices as listed in October 2026 for the cheapest plan that covers that many clients and the intake features a life coach needs.
| Tool | 5 clients | 15 clients | 40 clients | What you still need to buy |
|---|---|---|---|---|
| Coachful | Lite: $29/month for up to 5 clients | Solo: $49/month for up to 20 clients | Pro: $99/month with unlimited clients | Nothing for intake, booking, agreements, payments, programs, website or email |
| Dubsado | $55 (Premier, for scheduler and automations) | $55 | $55 | Website, email marketing, program delivery |
| HoneyBook | $59 (Essentials, for scheduler) | $59 | $59 | Website, email marketing, program delivery |
| Paperbell | $97 | $97 | $97 | Email marketing, program or habit tracking, community |
| Practice Better | $35 (Starter) | $69 (Professional) | $69 (Professional) | Website and funnels; Plus at $99 for branding and evergreen programs |
| Satori | $33 (Essentials) | $49 (Pro) | $49 (Pro) | Website, funnels, courses, community |
| Quenza | $25 (Spark) | $50 (Growth) | $50 (Growth) | Booking, payments, contracts, website |
Annual billing lowers every competitor price above; the parenthetical annual prices are in each tool's section. Card processing fees apply on top for every tool. For a fuller look at what life coaches pay across their whole stack, see our guide to the best software for life coaches.
What are the red flags and switching costs?
The biggest red flag is an intake tool that keeps answers somewhere you cannot export or connect. Switching later means losing the history of what each client told you on day one.
- Form limits on entry plans. Dubsado Starter allows one active lead-capture form and HoneyBook Starter two. A life coach with a discovery form, an application form and a lead magnet outgrows those quickly.
- Intake that cannot reach the program. If goals from the form have to be retyped into another app, they usually are not. That is where client follow-through slips.
- Health data in the wrong tool. Life coaching intake should not collect detailed medical histories. If you need clinical records, you need a HIPAA-covered system with a BAA; see the U.S. Department of Health and Human Services' HIPAA guidance. If you coach clients in Europe, the GDPR applies to the personal data in your forms; check with an attorney about your own obligations.
- No scope screen. An intake that never asks about current therapy or medical care leaves you guessing about when to refer. Add the question, and decide in advance what answer triggers a referral.
- Locked payment processing. HoneyBook requires its own processing. Moving away means reconnecting every payment plan.
Switching costs to expect. Plan for exporting past form responses, re-signing agreements under the new tool, rebuilding booking links on your website and social profiles, and moving active payment plans. Coachful's full client data export includes roster, notes, check-ins, goals, habits, sessions and form responses as a ZIP, and clients, programs and content are imported for you during onboarding. If you want to score intake answers automatically after you switch, read how to automate intake form scoring, and for a human-led approach, AI intake triage that keeps follow-up human.
Which intake form software should a life coach pick?
Pick Coachful if your intake leads into a program, because it keeps the form answers, the intake call, the signed agreement, the payment and the weekly work in one place. Life coaches who sell transformation over weeks or months get the most from that, and the free white-glove build means you do not have to set it up alone.
Choose Dubsado or HoneyBook if you mainly need forms, contracts and invoices and already deliver coaching elsewhere. Paperbell suits the solo coach who wants one fixed bill and PayPal. Practice Better fits wellness-leaning coaches who want templates and charting, Satori fits newer coaches building hours, and Quenza fits coaches whose intake is really a reflective worksheet. For a wider ranking of practice tools, see practice management software for life coaches, or explore Coachful's forms and questionnaires.
Frequently asked questions
What is the best intake form software for life coaches?
Coachful is our pick because intake questions on booking pages, intake calls, e-signed agreements, payments and programs share one client record and one login. If you only need forms and contracts, Dubsado or HoneyBook are reasonable alternatives. Your answers to the five questions above narrow it down further.
Can I use Google Forms or a generic form builder instead?
You can, especially when you are starting out. The cost is manual work: copying answers into your notes, sending the agreement separately and chasing payment. Once you have more than a handful of clients, a tool that attaches answers to the client record saves that time.
What should a life coaching intake form ask?
Ask why they want coaching now, the main area they want to change, what they have tried, what success would look like in three to six months, and whether they are currently seeing a therapist or doctor. Our list of intake form questions has examples, and the client onboarding form guide covers what to ask after they sign.
Do life coaches need HIPAA-compliant intake software?
Life coaches who do not provide medical care or bill insurance are generally not the kind of provider HIPAA was written for, but rules vary and you should check with an attorney. The safer habit is to keep clinical detail out of a coaching intake. Coachful is not HIPAA-certified and does not sign a BAA, so it should not be used for clinical records.
Should the coaching agreement be part of intake?
Yes. Sending the agreement before the first session sets expectations on confidentiality, cancellations, payment and scope. In Coachful, agreements with e-signature go out before the first call and are stored on the client record.
What is Coachful's free white-glove service?
It is a build service on every plan. From Create, you describe what you want, such as an intake form, application funnel, program or website, attach up to 8 links and 10 files, and the Coachful team builds it inside your account, usually within about 24 hours. It does not invent credentials, testimonials or prices, and it does not include video recording, logo design or ad management.
Can intake answers decide which coach a client is assigned to?
Not in Coachful: there are no routing forms that pick a host from form answers. Multi-coach session types can assign by round-robin or least-busy instead. If you run a team where form answers must decide the coach, check that feature specifically with any vendor before you commit.
How much does intake form software cost for a life coach?
As listed in October 2026, competitor plans with the intake features a life coach needs range from $25 to $97 a month before card fees, with lower annual prices. The bigger cost is usually the other tools you need alongside: booking, payments, website and program delivery. The cost table above shows each option at 5, 15 and 40 clients.
Is there a free trial so I can test my intake form?
Yes, Coachful has a free trial. Among the others, HoneyBook and Quenza list 30 days, Dubsado 21 days, Satori 15 days and Practice Better 14 days on most paid plans, all as listed in October 2026.
Can I move my existing intake answers into a new tool?
Usually yes, though how depends on what the old tool exports. With Coachful, clients, programs and content are imported for you during onboarding, and you can export full client data, including form responses, as a ZIP at any time.
