Free Couples Therapy Intake Scheduler Template
A Couples Therapy Intake Scheduler covers the intake session note, the calendar times clients can book, the questions asked before booking, and the confirmation message.
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Couples walk in hoping the room will feel safe enough to tell the truth, but nobody wants to get put on trial or walk out flooded and still have to live together all week. A Couples Therapy Intake Scheduler gives a therapist a booking page clients pick a time from for an intake, with a short intake note up top, a calendar, and a few questions that get answered before the time is reserved. The page sits on a notebook-amber background with a clear purple action button, under Space Grotesk headings and Roboto body text, so the words stay steady while the next step stays obvious.
The page opens with the intake session description, then moves straight into the calendar where the couple chooses from the real times you’ve made available. Before the booking is confirmed, the scheduler asks for a name and email, plus what the main concern is, any safety risks, and what they’d like to change, so the first session can hold history, safety planning, and next steps instead of admin. The confirmation closes with what happens next, including an email with intake forms and payment details and a prompt to bring any safety notes or recent important dates.
- Set up couples intake session Introduces what the intake covers and what the couple can expect to leave with.
- Calendar Shows bookable times from your connected calendar so the appointment gets reserved.
- Before your intake session Explains why the page asks a few details upfront, so session time stays focused on safety and next steps.
- Intake questions Collects name, email, the main concern, any safety risks, and what the couple wants to change before the booking is confirmed.
- Your time is booked Confirms the appointment and tells the couple to expect intake forms and payment details by email.
In Plutio, you connect a calendar, replace the meeting lengths and prices with your own, and set the address for in-person sessions. After that, clients book a time and the scheduler collects the pre-session answers in the same flow, ending on the confirmation screen.
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 this scheduler contains
| Part | What it covers |
|---|---|
Set up couples intake session | The opening written section tells clients what the intake session covers and what the first meeting aims to produce. |
Calendar | The calendar block shows live availability from your connected calendar, so clients can pick a time that’s actually open. |
Before your intake session | The second written section explains what you collect ahead of time and why those details matter for the first session. |
Your name | This question captures the name used for the booking and the intake follow-up. |
Your email address | This question collects the email address you’ll use to send the intake forms and payment details. |
What's the main concern? | This question captures what the couple wants help with, in their own words. |
Are there safety risks? | This question flags safety concerns to account for before and during the intake session. |
What would you like to change? | This question captures the outcome the couple hopes to work toward. |
Confirmation | The confirmation block closes the booking flow after the time is reserved. |
Your time is booked | The final written section confirms the appointment and tells the couple what to have ready and what they’ll receive next. |
Who it is for
Couples therapists and counselling practices booking in-person intake sessions and collecting safety and goal notes before the first meeting.
Questions about this scheduler template
What should a couples therapy intake scheduler ask before the first session?
A couples therapy intake scheduler usually asks for contact details plus a short picture of what’s going on, including the main concern, any safety risks, and what each partner wants to change. This template asks for a name, an email address, the main concern, safety risks, and what they’d like to change.
Can couples book an intake session online without emailing back and forth?
Couples can book online when the scheduler shows real availability from a connected calendar. This template includes a calendar step where clients pick from the times you’ve made available.
How do you collect safety concerns before a couples intake?
Many practices ask directly about safety risks before confirming the first session so the therapist can plan for safety and stabilization. This scheduler includes a specific question about safety risks in the pre-booking flow.
Do we meet in person or online for the intake?
This scheduler is set up for in-person sessions at an address you set on the page. The appointment location isn’t left to guesswork, because the meeting details are part of the booking flow.
What appointment lengths should a couples intake offer?
The right length depends on how you run intake, but a scheduler should offer clear options so couples can choose and commit. This template ships with 45 minutes, an hour, and 1.5 hours, which you replace with your own meeting lengths and prices.
Do couples therapy intake forms come before or after booking?
A scheduler can collect a few key details before booking, then send fuller intake forms after the time is confirmed. This template ends with a confirmation message that says you’ll email intake forms and payment details next.
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