Digital Client Consultation Form Template
Go paperless and keep your client records organised
Go paperless and keep your client records organised.
Still printing consultation forms?
Filing paperwork into bulging folders?
Trying to find space to store years of client records?
It’s time to simplify your practice.
This editable Canva template allows you to create your own professional digital client consultation form, personalised with your own branding, logo and business details.
Simply edit the template, download it as a PDF and use it on your tablet or phone with your favourite note-taking app.
No more printing.
No more filing cabinets.
No more piles of paperwork.
Just professional, organised client records wherever you work.
Perfect for therapists who want to…
✔ Reduce paper clutter
✔ Create a more professional client experience
✔ Access client records easily on a tablet or phone
✔ Personalise everything with their own branding
✔ Save time preparing consultation forms
✔ Store records securely using cloud storage
What’s Included
🦉 Fully editable Canva template
🦉 Client personal details
🦉 Client Consultation Form
(Adjust the sections to suit your own therapies and business.)
Easy to customise
Simply:
- Open your Canva template, create a copy for you to edit for yourself.
- Add your business name.
- Upload your logo.
- Change the colours and fonts if you wish.
- Add or remove any questions.
- Download as a PDF.
- Open in your preferred note-taking app.
You’re ready to start using your new digital consultation form.
Compatible with
📱 Goodnotes
📱 Penly
📱 Most PDF annotation apps
Works beautifully on:
✔ iPad and Android Tablets
✔ iPhone and Android Phones
Store your records securely
Once completed, your forms can be stored securely using services such as:
☁ OneDrive
☁ Dropbox
☁ Google Drive
or another secure storage system that complies with your professional requirements.