Intake Forms and E-Signatures Software for Tutors

Spend less time chasing paperwork and more time helping students learn.

Breely gives tutors a clean way to collect intake details, accept agreements, and guide families through booking in one smooth flow. Forms can include multiple sections, required questions, file uploads, conditional logic, and a final confirmation page, so your intake process feels organized instead of cobbled together .

Make student intake feel simple

Great tutoring starts with good information. With flexible forms, you can collect the details you need before the first session without overwhelming parents or students.

Use forms to gather:

• Student and parent contact details
• Learning goals and subject needs
• Grade level and scheduling preferences
• Notes about challenges, strengths, or accommodations
• Uploaded documents or assessments
• Consent to policies and tutoring terms

Breely forms support question types like short text, paragraph, date, dropdowns, checkboxes, phone number, email, file upload, and an “Agree to Terms” field for required agreements .

Add e-signature-style agreement steps to your workflow

If you need families to confirm policies before booking, forms can include an agreement step that requires clients to accept your terms before moving forward .

That makes it easier to collect acknowledgment for things like:

• Cancellation policies
• Payment terms
• Online session expectations
• Homework and communication policies
• Parent or guardian consent

It’s a tidy, professional way to handle the “yes, I read that” moment every tutor needs.

Combine intake and booking in one place

Breely forms can also include appointment or class booking, which means new students can submit their information and choose a time without bouncing between tools . If your tutoring business offers different services, you can create multiple forms for different needs and tailor each experience accordingly .

That’s especially handy for tutors offering:

• 1:1 sessions
• Group classes
• Test prep
• Virtual consultations
• Subject-specific onboarding

The thank-you page can also show appointment confirmation details when booking is included, giving families a clear next step right after submission .

Keep your process polished behind the scenes

A good intake experience should look easy on the front end and stay manageable on the back end. Breely lets you preview forms before sharing, customize branding with logos, colors, fonts, and backgrounds, and embed forms directly on your website for a smoother experience .

You can also support your workflow with:

• Automated emails and SMS after form submission or booking updates
• Client login options that can help pre-fill forms for returning clients
• Private forms for internal or staff-assisted booking workflows

Built for tutors who want less admin and more teaching

Whether you tutor independently or run a growing practice, intake forms with agreement steps can help you look more professional, stay more organized, and reduce the back-and-forth.

With Breely, you can:

• Collect intake information clearly
• Require agreement to terms
• Let clients book in the same flow
• Customize forms for different tutoring services
• Automate follow-up and reminders

Ready to make student intake easier? Start building a tutoring intake form that works hard before the lesson even begins.