Template 聯繫表格 客戶資料表單範本

客戶資料表單範本

客戶資料表單範本

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Client Information Form Template

This client details form collects a focused set of questions to gather information from your clients. It is suitable for use across industries — from restaurants to other service businesses — and can be tailored by editing fields, adding logos or images, and adjusting the design. Be sure your privacy policy is clear before clients submit the form. You can share the form with a link to collect responses, then view results and statistics instantly. Customize questions, fonts and colours, or add widgets to capture information in different ways. If you connect the form to other services (such as cloud storage or databases) you can send responses automatically and review them using form tables or report tools.
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*
1.
I have read the privacy policy and consent to your use of my personal data for:[多選題]
providing therapy
contacting me between sessions
processing payments and keeping records
*
2.
Signature (type your name if submitting online)
*
3.
Date of completion
*
4.
First name and surname
*
5.
Address (including postcode)
*
6.
Email address
*
7.
Best telephone number to reach you
*
8.
May I leave a message at that number?
Yes
No
*
9.
Name and telephone number of someone to contact in an emergency
*
10.
Which medical practice are you registered with?
11.
How did you hear about my service?
*
12.
Have you previously received any form of psychological therapy (e.g., psychotherapy, counselling)?[多選題]
Yes
No
Unsure
*
13.
Have you ever been diagnosed with any of the following? (Please tick all that apply)[多選題]
a psychosis, personality disorder or learning difficulty
type 1 diabetes
epilepsy
an eating disorder that required medical attention
other long-term health issues (physical or psychological)
none of the above
*
14.
Are you currently taking any prescription medication?[多選題]
Yes
No
*
15.
Have you ever had suicidal thoughts or attempted to harm yourself?[多選題]
Yes
No
*
16.
How would you rate your current sleep habits?
Poor
Variable
Good
Very good
*
17.
Who lives in your household? (Please list names, relationship to you, and ages if under 18)
*
18.
Which of the following best describes your current situation?
Full-time employed
Part-time employed
Homemaker
Retired
Other
*
19.
What do you do for enjoyment or to relax?
*
20.
How would you describe the healthiness of your diet?
Not healthy
Generally healthy
Very healthy
*
21.
What is your smoking status?
Never smoked
Former smoker
Currently smoke
*
22.
Have you ever used recreational drugs?
Never
More than a year ago
Less than a year ago
Unsure
*
23.
How often do you drink alcohol?
*
24.
What exercise do you usually do in an average week?
*
25.
How would you rate your current stress levels?
High
Manageable
Variable
Low
*
26.
How good is the support you receive from family and friends?
Excellent
Good
Adequate
Poor
None
*
27.
Have there been any major changes in your life over the last 12–18 months (e.g., home, work, family)?
Yes
No
*
28.
Do you have any fears or phobias (other than the issue you are consulting me about)?
Yes
No
*
29.
What are your goals for therapy?
30.
If you have more than one goal, which is the most important?
*
31.
I will ask you to listen to an audio regularly after appointments. How would you prefer to receive it?
Download
USB/memory stick
CD
32.
If there is any additional information you would like to include that did not fit elsewhere on the form, please add it here.
*
33.
Agreement
I have read and agree to these terms and conditions
*
34.
Signature (type your name)
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Template instructions
客戶信息表單模板收集任何業務或服務的基本客戶詳細信息。這個免費模板通過收集個人、聯繫、醫療和同意信息來簡化攝入量。

該表格包括姓名、地址、電子郵件、電話、緊急聯繫人、全科醫生或醫療實踐、當前藥物和診斷史等字段。它還詢問生活方式、睡眠、藥物使用、壓力、家庭和治療目標，以及同意複選框、簽名和日期。

適用於診所、治療師、沙龍、餐廳和其他企業，該模板是完全可定制的。調整品牌、字體和問題、新增標誌、啟用整合功能，並將回應匯出至 Google Drive 或 Airtable 等工具。您可以啟用電子郵件通知、條件邏輯和自動化工作流程，以簡化跟進、預約安排、提醒和客戶管理，以實現高效的實踐操作和報告。

點擊「使用此範本」立即開始自訂和收集客戶資訊。

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