Ask only useful questions
Choose the questions, answer types and required fields that help you decide whether an applicant is a good fit.
Online coaching application software
A professional coaching application form that leads somewhere.
Qualify applicants, arrange the right consultation and start the agreed monthly plan without rebuilding the journey across separate tools.
From form to active client
The intake form is the first step, not the whole workflow.
Generic form builders collect answers. CoachIntake keeps the decision, consultation, selected monthly plan and payment status connected so the coach always knows what happens next.
Review the important details
See a short AI summary alongside the full application, selected plan and preferred contact method.
Book the consultation
Offer available times, block days off and keep the agreed call visible to both coach and applicant.
Start payment after the call
When both sides want to continue, send the selected monthly plan through your connected Stripe account.
What to include
A shorter form can produce a better consultation.
Ask enough to understand goals, readiness and fit, but avoid turning the first interaction into an assessment. CoachIntake lets you make important answers required and keep lower-value questions optional.
- A clear goal question and relevant background
- Fixed monthly coaching plans with visible prices
- Contact details and preferred consultation method
- Availability that prevents double booking
- A simple confirmation and next-step message
One monthly service
Build the intake around the way you actually coach.
CoachIntake is £25/month. Custom domains are optional at £5/month, and client payments go directly to your connected Stripe account.