Doula Client Intake Form - Fully Customizable!

Get to know your birth & postpartum doula clients with this in-depth intake form. Fully customizable and easy to use with booking new clients and learning more about them!

This thorough Client Intake Form includes 7 pages for you to gather relevant information such as:
- Client Demographic information (name, phone #, address, birth location, care provider, etc)
- Client health history (physical & emotional)
- Client pregnancy, birth, loss history
- Client birth and postpartum preparation/vision assessment
- Client/Doula/Partner expectations
- An introduction to birth planning options

This form is best given to clients at their initial booking BEFORE the first prenatal visit. The information they provide will help you create a foundation of what they need and gain a deeper understanding of how you can support them. It can also help you prepare for your prenatal visits!

Intake forms are one of the most important tools allowing you to customize each client’s care.

Looking to further tailor your client’s care to what they need? Check out our Email Templates for ways to establish professional and clear client communication! Or spice up your client prenatals with the Doula’s Guide to Prenatal Visits.

All of our templates can be downloaded and used as is, or you can edit it to match your business branding and style.

This is a digital downloadable guide to accessing and editing this template - no physical item will be sent to you. Upon purchase you’ll receive access to a downloadable guide with instructions on how customize each of these documents for your own beautiful brand. PLEASE FOLLOW THE STEP-BY-STEP GUIDE CLOSELY. All documents will need to be copied and then edited in Canva (if you don’t have a Canva account you can register for one for free). You can then download them as PDFs, JPEGs, or PNGs.

The document is only available to download within 24 hours of purchase. Please download in the allotted time frame or you risk losing the ability to download it. If you have any problems accessing the instruction guide, please email us at hi@nationalbabyco.com

No refunds or returns on downloaded documents/templates. You are purchasing National Baby Co. copyrighted material - All Rights Reserved.