Intake is done before you meet

No. The templates are starting points, not boxes. Pick the closest one and edit every question, or start from a blank form and build exactly what you want. Either way the builder is the same.

Health Coaching covers wellness context — allergies, alcohol and smoking habits, prior coaching or dietitian experience — plus a medical-advice consent, without soliciting medical history, medications, or physician contact. Wellness covers goals, habits, energy, stress, sleep, and support with no clinical fields at all. Career Coaching asks about the current role, goals, obstacles, skills, and time horizon. If none is quite right, pick the nearest and reshape it.

No. You send a secure link and the form opens in their browser, phone or computer. Their draft persists if they step away, and you are notified when they submit. Clients who do join Grove later keep their intake answers on their record.

They land on the client profile, organized in sections that mirror your form, and become part of the record your session prep draws from. You can also enter or edit intake data yourself, for a client you onboarded over a call.

Yes. Create as many intake forms as your practice needs and choose which one to send each client. Each form keeps its own responses.

Yes, on paid and trial plans. The accent color you choose in Settings carries onto the form your clients fill out, and a link you already sent picks up a new accent the next time it loads. Without a plan that includes branding, or if you have not set an accent, the form uses Grove sage. Branding changes the colors, not the questions.

Consent fields render as checkboxes your client must tick before submitting, and each starter template ships with consent language scoped to its kind of coaching. Signature fields cover waivers that need a name on the line. The templates are conveniences, not legal advice, so have a professional review your final wording.