A new customer form is the intake a small business takes once: the contact details, what the customer has come for, and, where the business charges at intake, the first bill totalled while the customer is still there. A client consultation form does the same for a service business meeting a client for the first time; a check in form, a guest check in or a visitor form does it for a business that needs to know who is on the premises. This page walks what a new customer form records, works the first bill on an example, and points at the free intake form on this site that totals the first month, the intake fee and the deposit from the business's own rate. It publishes no rule about what a form must contain.
The details, taken once
Name, contact, how they heard of you, what they need and any notes the person at the counter will want next time: a new customer form template free of arithmetic is just that list, and it is worth having because it means the details are asked once and read back every visit. The form on this site takes the details and the figures on one page so the record starts complete.
The first bill, totalled at intake
A service business often charges at intake: an assessment fee, the first month or block of sessions, and a deposit. On the worked example, four sessions a month at $120 is $480 ongoing, a $60 intake fee makes the first month $540, and a 50% deposit is $270 due on the day. The intake form works those three figures from the business's own rate, fee and percentage and shows them to the customer before they commit; the rate is the business's, and the site publishes none.
Check in, guest and visitor forms: the same record without the bill
A check in form at a clinic, a guest check in at a studio or a visitor form at a workshop records who came, when and for what, against the customer if they are one and as a visitor if they are not. The arithmetic is absent but the record is the same, and a business that keeps it can answer who was on the premises on a given day without a paper log. OrderPadLedger Pro keeps every submission against the person it came from.
From the consultation to the record
A client consultation form is the intake for a business that meets before it quotes: the client's situation, the service discussed and the figures agreed. The free intake form on this site works the first bill on the page with no account; the paid plan keeps every intake against the customer, brands the form and exports the list. What a medical or legal intake must contain is the adviser's question and this site does not answer it.
Questions people ask about new customer form
What should a new customer form include?
Contact details, what the customer has come for, how they heard of you, notes for next time, and where the business charges at intake, the first bill: sessions at a rate, the intake fee and the deposit. The free intake form works the figures.
Is a check in form the same as an intake?
It records who came and when without the bill; the record it starts is the same. Use it where the business needs to know who is on the premises.
Is the new customer form free?
The intake form on this site works the first month, the fee and the deposit from your own figures with no account. OrderPadLedger Pro keeps every submission against the customer.