Intake Forms and E‑Signatures Software for Nutritionists

Make intake feel easy, professional, and a little less “please print this PDF.” Build branded forms, collect key client details, and gather secure digital signatures in one smooth flow.

Create forms that fit your practice

Every nutrition practice works a little differently. Your forms should too.

With flexible form building, you can organize questions into sections, add a thank-you page, mark fields as required, preview the client experience, and even use conditional logic so questions appear based on earlier answers. That means a cleaner experience for clients and more relevant information for you

Helpful uses for nutritionists include:

• New client health history forms
• Nutrition assessment questionnaires
• Food preference and lifestyle surveys
• Informed consent and policy agreements
• Follow-up check-in forms

Breely forms can also collect core client details like name, email, phone number, dates, long-form answers, file uploads, and agreement checkboxes, making it easy to gather the information you need before the first session

Collect e-signatures without the back-and-forth

Need clients to sign consent forms, policies, or acknowledgments? There’s a built-in signature field that lets clients sign or type their name directly on the form.

Once a signature is added, the form becomes digitally signed, timestamped, and uneditable. You can also download a PDF copy of the signed form, which helps keep documentation tidy and easy to reference

That’s especially useful for forms like:

• Informed consent
• Telehealth consent
• Cancellation policy acknowledgment
• Privacy or practice policy agreements
• Nutrition program participation waivers

Keep booking and intake connected

If you want, forms can do more than collect information. They can also be tied into appointment booking.

Breely supports forms for collecting client information alongside bookings, and the submission flow can show appointment confirmation details on the thank-you page. You can also create multiple forms for different services, such as initial consultations, follow-ups, or virtual nutrition sessions, so each client sees the right questions for the right visit

That means you can:

• Ask detailed questions before the first appointment
• Use shorter forms for returning clients
• Tailor forms by service type
• Embed the form on your website or share it with a direct link

Make the experience feel polished from day one

First impressions matter. Breely lets you style forms with your logo, theme, colors, fonts, and background options so your intake flow feels like part of your brand, not a clunky add-on

You can also automate follow-up communication after a form is submitted, including email and SMS messages, reminders, and conditional sends based on form responses or appointment status

A few simple wins:

• Send a welcome message after intake submission
• Share prep instructions before a first appointment
• Remind clients about upcoming sessions
• Route different follow-ups based on their answers

Less paperwork, more personalized care

Good intake software helps you spend less time chasing forms and more time helping clients build better habits.

For nutritionists, that means a smoother way to:

• Gather client history and goals
• Collect signed consents online
• Personalize the intake flow
• Connect forms with bookings
• Present a more modern client experience

Ready to simplify intake and collect e-signatures with less admin and more ease? Start building a nutrition-friendly intake flow that works for your practice today.