Template · Education
Tutor new student intake form
Collect the brief, the files and the budget before the first call — one link, one chat, nothing to chase.
a tutor used to demonstrate the intake template
What this template is for
A parent wants two maths lessons a week before the exams and needs to explain where their teenager is stuck. This intake flow asks the right things first: the student chooses what they need, answers a handful of questions and attaches a file, and you arrive at the first conversation already prepared.
You get the subject, the level, the goal and the weekly slots that work. Because it is a chat, you can ask the one follow-up you always need without a new form or a phone call, and the student gets an email copy.
Send it as a link after the first contact, put it on your website’s "work with us" page, or use it as the link in your bio.
What it asks
The first thing a customer sees: “Tell us about the project”
How to use it
- Tap "Use this template" — it copies into your free account.
- Adjust the services and the questions; remove what you do not need, add the one thing you always ask.
- Send the link to new students or embed it on your site.
- Read each intake in your inbox, reply in the thread, and book the first call from there.
Questions
Can students upload documents?
Yes. The file field accepts documents, images and PDFs from any device; they arrive with the answers in the chat.
Is the information private?
Only you and the people you invite to your account see the answers. The student sees their own conversation. See the privacy policy for the details.
Can I send it to someone directly?
Yes. Every flow has a share link you can paste in an email or a message; the answers land in the same inbox as everything else.
Does it replace my CRM?
It replaces the intake form and the back-and-forth. On paid plans each contact becomes a CRM entry with the conversation attached, and you can forward answers to other tools.
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Start with the tutor new student intake form
Free to start, no credit card. Copy the template or describe your own — either way your link is live in minutes.
Create a free link