# 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

1. Open the client's profile.
2. Click **Send form**.
3. Pick the form, questionnaire or worksheet.

The client gets a link on WhatsApp or by email.