Online Forms and Client Intake Software for Wellness Businesses
Build forms, surveys, applications and intake that save straight to your CRM and start the right follow-up the moment someone hits submit.
The Problem with Most Form Tools
A form that only collects answers leaves the real work to you.
Answers Stuck in a Spreadsheet
Submissions pile up in an inbox or a sheet, and someone has to retype them.
Submission Caps
Popular form tools limit monthly responses or charge more as you grow.
No Next Step
The form ends with a thank-you message, and the lead cools off.
PDFs and Paper
Clients print, sign, scan and email forms back, or forget to.
From Submit to Scheduled
Every submission starts the next step on its own.
A Client Opens Your Form
From your website, an email or a text message.
They Answer Only What Applies
Conditional logic shows or hides questions based on their answers.
The Record Is Created
Their answers save to a contact in your CRM with tags and custom fields.
Follow-Up Fires
A confirmation, an internal notification and the next step go out automatically.
They Book or Pay
Send them straight to your calendar or checkout.
Forms That Do the Follow-Up
Build any form you need, connected to everything else.
Custom Forms and Surveys
A drag and drop builder for any form you need.
Applications and Questionnaires
Qualify leads before they ever get on your calendar.
Client Intake Forms
Collect what you need before the first session.
Consent-Style Workflows
Multi-step forms with e-signatures stored on the client's record.
Saved to the CRM
Every submission creates or updates a contact automatically.
Unlimited Submissions
No monthly caps and no overage fees.
Examples
How Wellness Businesses Use It
Three common setups. Yours can be as simple or as detailed as you need.
A New Client Intake Packet
A coach sends one link after a client books. The form collects goals, background and contact preferences, plus a signature on the coaching agreement. The answers are saved to the client record before the first session.
An Application Before the Call
A program with limited spots uses an application form. A workflow reads the answers: applicants who fit are sent to the booking calendar, and everyone else gets a helpful email with other resources.
A Quick Feedback Survey
A studio sends a two-question survey after a first class. Every response is saved to the client record, and low scores create a task so the owner can follow up personally.
Included on Both Plans
This feature is part of the Standard plan at $97/mo and the HIPAA plan at $297/mo. Choose the HIPAA plan if your practice handles protected health information and needs a signed BAA.
Aspire Builder Pro vs. Standalone Form Tools
A form is only the first step.
| What You Need | Standalone Form Tool | Aspire Builder Pro |
|---|---|---|
| Submission Limits | Capped by plan | Unlimited |
| Saves to a CRM | Manual or through a connector | Automatic |
| Automated Follow-Up | Separate tool | Built-in |
| Booking After Submit | Separate tool | Built-in |
| Payments After Submit | Add-on | Built-in |
| HIPAA Option With BAA | Higher tiers | Available on the HIPAA plan |
| Monthly Cost | Form tool plus add-ons | $97 for everything |
Perfect for Wellness Businesses That Collect Information
See Forms in Action
Watch how a submission becomes a contact record, triggers follow-up and leads to a booked call.
Frequently Asked Questions
Everything you need to know.
Stop Retyping Form Answers.
Forms, surveys and intake connected to your CRM, calendar and payments.
