Client & purpose
Begin with the reason for the visit.
Collect contact preferences, appointment type, and what the client hopes to discuss.
- Preferred name and contact details.
- Goals in the client's own words.
- Language, access, or scheduling needs.
Describe your consultation and the observations you need. Makeform creates an editable questionnaire for dosha tendencies, diet, digestion, daily rhythms, and client priorities.
Send completed intakes to Google Sheets, Slack, and Zapier.
Sample prompts for the builder
Choose a prompt and adjust it in the builder. Each structure supports practitioner review, not an automated diagnosis or nutrition plan.
Audience
New clients preparing for a full ayurvedic nutrition consultation
Format
Multi-section intake with conditional follow-ups
Prompt size
366 chars
Example form structure
Multi-section intake with conditional follow-ups
What would you like to explore in this consultation?
Typical meals, snacks, drinks, and meal times
Appetite and digestion patterns
Sleep, energy, movement, and work rhythm
Allergies, intolerances, and foods avoided
Suggested routing tags
New client
Follow-up
Needs review
Ask about a typical day and recent changes to separate habits from temporary patterns.
Step 1
Observe
dosha tendencies and current context
Step 2
Record
food, digestion, sleep, and rhythm
Step 3
Review
practitioner checks the complete intake
Step 4
Discuss
client and practitioner set priorities together
A better pre-consultation picture
Bring food, season, routine, appetite, sleep, and lived experience together before the appointment while leaving interpretation to the practitioner.
Use one scale across practitioner-written Vata, Pitta, and Kapha prompts, with space for context rather than a calculated label.
Capture meal timing, ingredients, hunger, comfort, season, and work rhythm around each food answer.
Open details for skipped meals, reactions, supplements, or routine changes only when relevant.
Useful across the client journey
Choose the assessment that matches the appointment, then edit it in your practice language.
Gather goals, routines, food history, and constraints before a first consultation.
Compare tendency patterns without presenting an automatic result.
Record meals, appetite, energy, movement, workload, and sleep over several days.
Ask what fit daily life, what was difficult, and what comes next.
Form-building workflow
Describe the client journey, then refine the structure for your review.
Name the appointment, audience, observation areas, and practice-specific terms.
Keep options neutral, time frames clear, and sensitive questions purposeful.
Reveal details after reactions, recent changes, or difficulty with a routine.
Send the link before the consultation and review the submission for discussion.
Intake format comparison
A tailored assessment keeps structured observations and open context together.
Field guide
Use these six sections as a practical starting structure. Keep the wording observational, explain why sensitive information is requested, and reserve interpretation for the consultation.
Client & purpose
Collect contact preferences, appointment type, and what the client hopes to discuss.
Dosha observations
Group practitioner-written observations under one frequency scale. Leave interpretation and exceptions for review.
Diet & meal rhythm
Ask about a typical day, timing, drinks, cooking, and foods enjoyed or avoided.
Appetite & digestion
Use distinct questions for hunger, comfort, routine, and recent changes rather than one broad rating.
Lifestyle & environment
Sleep, work, movement, travel, season, and food access shape what is realistic.
Safety & review context
Ask about allergies, supplements, relevant circumstances, and guidance from qualified professionals.
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Open toolFAQ
Practical answers for practitioners turning a pre-consultation interview into a clear online intake.
It gathers food patterns, digestion observations, dosha-related tendencies, routine, preferences, and goals before a consultation. The submission gives the practitioner context to review and discuss; it does not produce a diagnosis or nutrition plan.
Use observations from your method, such as appetite, pace, temperature, energy, sleep, focus, and response to change. Apply one frequency scale and a clear time frame, then allow notes. Do not force one result when context varies.
Start with a typical day of meals, drinks, and timing. Use conditional follow-ups for skipped meals, avoided foods, reactions, or changes. Put detailed multi-day records in a separate diary.
Scales can organize answers, but an automatic label may hide nuance. Collect comparable observations and open context, then leave interpretation and personalized recommendations to the practitioner.
Yes. Cover goals, food history, observations, and routine in the initial form. Ask what was tried, what changed, and what to revisit in a shorter follow-up.
Label allergies clearly and distinguish them from preferences or intolerances. Explain why sensitive details are requested, keep optional context optional, and review your access and retention settings.
Yes. Makeform supports unlimited free forms and responses, so you can generate, edit, publish, and keep using your assessment without a response cap. A paid tier is available to remove the Makeform badge, but the core form workflow remains unlimited free.
Route it to the practitioner, review flagged answers, and prepare follow-up questions. Discuss priorities with the client rather than sending an automatic plan. Direct concerns outside your scope to an appropriately qualified professional.
Bring the whole client picture into one intake.