Client intake form email tracking
Client intake form email tracking that actually works: clients complete intake and pre-assessment forms inside Gmail before session one — and you see exactly who hasn’t.
Sound familiar?
- ✕You send an intake form link and half your clients show up without filling it
- ✕You waste the first session collecting basics you should already have
- ✕Chasing each client for their form is a job in itself
The old way vs. the Formailo way
Start every session prepared.
Before Formailo
Intake link → forgotten → session one wasted on basics
After Formailo
Intake inside Gmail → completed early → you arrive prepared
What coaches & trainers use Formailo for
Client intake forms
Goals, history and context before session one.
Pre-assessment forms
Baseline scores for training programs.
Onboarding questionnaires
Everything you need to tailor the program.
Student registration
Enroll cohorts without back-and-forth.
Session feedback
Capture progress after each session.
Course check-ins
Track engagement across the program.
See who’s completed intake — remind who hasn’t
Per-client intake tracking
See which clients completed their intake form, who opened it, and who hasn’t — by name — so you’re never surprised at the start of a session.
- ✓Responded / opened / ignored per client
- ✓Know who’s ready before you meet
- ✓Export answers to CSV
One-click intake reminders
Nudge only the clients who haven’t completed their form — with the intake form embedded — so you walk into every first session fully prepared.
- ✓Reminds only non-responders
- ✓Form embedded in the reminder
- ✓Auto-reminders on the Team plan
What coaches see
Coaches who start sessions prepared
“I send intake forms to every new client. Knowing exactly who has and hasn’t filled it — without asking — is a game changer.”
“Clients fill the form right in their inbox, so I walk into session one already knowing their goals.”
“Our training institute tracks pre-assessments by student now — no more chasing.”
Client intake form questions
Each client gets a unique token in their email. When they submit, it’s recorded against their name — so you see exactly who completed intake, who opened it, and who hasn’t.
No. Clients open the email and complete the intake form right inside Gmail — no signup, no login.
Yes — one click reminds only non-responders, with the intake form embedded so they can finish it on the spot.
Yes — the free plan includes 100 emails/month and 3 forms with per-client tracking and reminders.