Client intake for coaches

Fill your calendar with qualified, committed clients.

Pre-qualify readiness, take an application fee, and let clients book and onboard themselves — so you spend your time coaching, not chasing.

Common headaches, handled

Free discovery calls that go nowhere.

Pre-qualify goals and readiness, and take an application fee to filter for committed clients.

Manual scheduling eats your week.

Clients book a session and pay in the same flow, with double-booking prevention built in.

Onboarding is all manual.

Save-and-resume, e-signature agreements, and automated follow-ups handle onboarding for you.

Everything you need, generated for you

  • Application fee or deposit collected in the form
  • Native session scheduling with double-booking prevention
  • E-signature agreements with an audit trail
  • One-question-at-a-time conversational layout
  • Automated follow-up emails

Build your coaches intake in about a minute

Describe your intake once. Intako builds the form, the workflow, and the pipeline.