Intake Forms and E-Signatures for Nutritionists, Without the Paper Chase

Make client intake feel easy, professional, and a little less “please print this PDF.”

With Breely, nutritionists can build custom intake forms, collect client details, add required agreements, and streamline booking in one polished flow. Forms can include everything from health history and food preferences to file uploads, phone numbers, and required terms acknowledgments.

Turn Intake Into a Smooth Client Experience

A great first impression starts before the first appointment.

Breely forms help you collect the right information up front so clients can move from “I’m interested” to “I’m booked” without extra back-and-forth. You can create standalone forms or combine intake with appointment booking in the same workflow.

Useful form fields for nutrition practices include:

• Client contact information
• Phone number and email collection
• Long-answer questions for health history
• Date fields for birthdate or program start date
• Checkboxes, dropdowns, and radio buttons for preferences and habits
• File upload fields for lab work or referral documents
• Required agreement fields for policies and consent

Collect Sign-Offs and Important Agreements

Need clients to confirm consent, acknowledge policies, or agree to terms? Breely includes an “Agree to Terms” question type designed for required agreements, so clients must check the box before moving forward. It’s a simple way to gather confirmation as part of the intake process.

This works well for things like:

• Cancellation policies
• Telehealth consent
• Nutrition coaching agreements
• Privacy acknowledgments
• Program terms and expectations

Short version: fewer missed steps, fewer follow-up emails.

Build Smarter Forms That Adapt to Each Client

Not every client needs the same questions.

Breely supports conditional logic, so your intake forms can show different follow-up sections based on earlier answers. For example, you can ask one set of questions for first-time clients, and a different set for returning clients.

You can also:

• Organize forms into clear sections
• Reorder questions easily
• Mark fields as required
• Preview the form before sharing
• Customize branding with your logo, colors, and style

Connect Intake With Booking, Reminders, and Follow-Up

Breely doesn’t stop at forms. If you want, your intake can connect directly to scheduling so clients can submit their information and book in one flow. Appointment-related automations can then send confirmations, reminders, and follow-up messages by email or text.

That means you can create a smoother process for:

• New client consultations
• Follow-up nutrition sessions
• Program applications
• Group classes or workshops
• Ongoing client communication

A Cleaner Back Office for Your Practice

Breely is built around clients and forms, not just scheduling, which makes it especially useful when intake is a big part of your workflow. It supports standalone forms, more advanced form logic, and branded form experiences that can be embedded directly on your website.

For nutritionists, that can mean:

• Less manual admin
• More complete information before sessions
• A more polished client journey
• One place to manage forms, bookings, and communication

Ready to Simplify Client Intake?

Create a warm, professional intake experience that helps clients sign, submit, and book with confidence.

Start building your nutrition intake workflow with Breely today.