Forms & Questionnaires
There are four kinds of form. Whatever a client fills in is saved to their profile.
| Type | Used for |
|---|---|
| Intake form | Background, concerns and contact details before the first session |
| Questionnaire | Tracking change over time. Start from a ready-made template or build your own. |
| Consent form | Your PDF consent form, accepted online |
| Worksheet | Exercises the client fills in and sends back |
Intake forms
Attach one to your booking page and every new client fills it in while booking. You start the first session already knowing why they came.
Consent
Upload your consent form as a PDF. When a client accepts it, MelloMinds records the date and time on their profile. If you make it part of booking, nobody reaches a first session without having agreed to it.
Sending a form later
- Open the client's profile.
- Click Send form.
- Pick the form, questionnaire or worksheet.
The client gets a link on WhatsApp or by email.