A consultation request form covers contact details, availability, and a few intake questions so the right next call or session can be booked.
When someone’s thinking about booking a consultation, the hard part isn’t picking a time. The hard part is finding words that feel safe to put down without getting pushed too fast, so the first conversation can start with context instead of guesswork. This consultation request form collects the essentials up front, with Raleway headings over beeswax amber accents and a blueprint-ink button that keeps the page feeling steady and organised.
The opening Written section explains what happens next, then the form moves through name, email, and an optional phone number before the Request details prompt asks the practical questions. The person filling it out can pick what times suit them, ask for a confidentiality explanation, share how many sessions they’re hoping for, and leave any questions about a first session, which means the follow-up can match their pace instead of jumping ahead.
- Consultation Request Form A short intro that tells the reader how their answers get read and what kind of follow-up to expect.
- Your name A required full name field for matching the request to the right person.
- Email address A required email field for sending the follow-up and confirming next steps.
- Phone number An optional phone field for calls or text reminders when email isn’t enough.
- Request details Appointment times, a confidentiality explainer option, session expectations, and a space for questions about a first session.
Once the form is in Plutio, responses land in one place, so the next step stays clear even when the message itself is hard to write down.
We went from spending hours on every proposal to creating fully customized ones in under 5 minutes. That's not an exaggeration - we timed it.
What to include in a consultation request form
| Part | What it covers |
|---|
Consultation Request Form | The opening Written section says what the request is for and what kind of contact comes next, so the form doesn’t start cold. |
Your name | A required name field so the intake reply goes to the right person. |
Email address | A required email field for booking follow-up and written confirmation. |
Phone number | An optional phone number field for anyone who prefers a call or text. |
Request details | A second Written section frames the next questions as quick booking and prep details, not a full intake. |
Which times suit you for appointments? | A required choice question covering after-work, daytime, mornings, or weekends. |
Would you like us to explain confidentiality and its limits? | An optional choice question that lets someone ask for a confidentiality overview before the first session. |
Roughly how many sessions are you hoping to have? | An optional text question to capture expectations about session count. |
What would you like to know about a first session? | An optional long-answer question for concerns and practical questions about what the first meeting looks like. |
Who it is for
Counsellors, therapists, and therapy & counselling practices that need a consistent way to collect consultation requests before booking individual therapy, couples counselling, or group therapy.
The form in full
Consultation Request Form
Use this form to request a consultation. Our intake coordinator reads your answers and will contact you to arrange a 15-minute intake call or a first counselling session.
- Your name (required)
- Email address (required)
- Phone number
Request details
A few quick questions to help us book and prepare.
- Which times suit you for appointments? (required)
- After 5pm on weekdays
- Daytime only (before 5pm)
- Mornings only
- Weekends
- Would you like us to explain confidentiality and its limits?
- Yes, please explain
- No, thank you
- Roughly how many sessions are you hoping to have?
- What would you like to know about a first session?
