Ayurveda Client Intake Forms

Please read the full page and view the images before placing your order.

Professionally designed by an experienced Ayurveda practitioner, these comprehensive Client Forms are tailored to help you gather essential information with ease. Perfect for creating personalized plans, they ensure you have the insights needed to support your clients effectively.

Digital documents included

This collection includes 14 Ayurveda consultation forms, thoughtfully designed to help you create personalized plans for your clients. Each form is provided in two formats: print-friendly versions with clear fields and electronically fillable versions for seamless online delivery. With a total of 28 forms, you’ll have the flexibility to meet your professional needs.

1.       Client Agreement (print)

2.       Client Agreement (fillable)

3.       Client Information Form (print)

4.       Client Information Form (fillable)

5.       Client Personal History Form (print)

6.       Client Personal History Form (fillable)

7.       Prakriti Questionnaire (print)

8.       Prakriti Questionnaire (fillable)

9.       Initial Vikriti Questionnaire (print)

10.   Initial Vikriti Questionnaire (fillable)

11.   Nadi Pariksha Form (print)

12.   Nadi Pariksha Form (fillable)

13.   Client Observation with Diagrams (print)

14.   Client Observation with Diagrams (fillable)

15.   Ayurvedic Assessment Summary - version 1 (print)

16.   Ayurvedic Assessment Summary - version 1 (fillable)

17.   Ayurvedic Assessment Summary - version 2 (print)

18.   Ayurvedic Assessment Summary - version 2 (print)

19.   Client Chikitsa Form - version 1 (print)

20.   Client Chikitsa Form - version 1 (fillable)

21.   Client Chikitsa Form - version 2 (print)

22.   Client Chikitsa Form - version 2 (print)

23.   Follow-up Vikriti Questionnaire (print)

24.   Follow-up Vikriti Questionnaire (fillable)

25.   Client Record (print)

26.   Client Record (fillable)

27.   Service & Product Log (print)

28.   Service & Product Log (fillable)

Features

          •            Digital download delivered upon purchase confirmation

          •            PDF templates allow for printing or digital delivery to your clients

          •            Black & white forms save ink and printing costs

          •            Simple template editing allows you to change text, customize your forms to match your branding and add company information

To Use the Templates

          •            A basic understanding of PDF editing is required to customize this product

          •            A PDF editor is required to edit the forms

          •            A PDF reader is needed for clients to fill out the forms online (most computers have a PDF reader installed)

Delivery

Upon purchase, you will receive the zip file as an email attachment

Windows operating system:

1.       From the email click the download button

2.       Open the zip file

3.       A page will open, click “Extract All” from the tool bar

4.       A pop-up will appear, choose a folder to save the extracted files

5.       Click “Extract” and the folder will populate with the individual files

These steps may vary depending on your operating system

This is a digital product; NO physical product will be sent

Terms of Use

You are purchasing a license to use these digital documents. The documents remain the copyrighted property of Balance & Bliss, Inc. – all rights reserved.

Each license applies to one person or one company.

Resale or improper distribution of these original or modified forms, printed or digital, is strictly prohibited. The templates are available to edit and use to conduct a consultation with your Ayurveda clients.

Due to the unreturnable nature of digital products, all sales are final and non-refundable. If you have any questions before purchasing, feel free to reach out—we’re happy to help!

By purchasing and downloading our content, you confirm that you have read, understand, and agree to our Terms of Use.

You will be directed to the complete Digital Content License Agreement at checkout.

Disclaimer

These templates are not customized for your business.

The print quality of your final product may vary based on the paper quality, types of paper products or printer used. Digital quality can be affected by the web viewing device used.

The forms are designed for general information purposes only, and do not constitute medical or legal advice.

Liability releases, waivers, and other documents are not a guarantee of protection. Any documentation is subject to local laws, regulations, and requirements. Consult an appropriate legal representative to review the forms and verify that they are suitable for your business.

Balance & Bliss, Inc. will not be liable for any damages, losses, or causes of action of any nature arising from any use of these documents or the provision of these documents.

Contact

Email: denise@balanceandbliss.com and I will respond to your inquiry as soon as possible.

Digital Products Creator

I am Denise O’Dunn, founder of Balance & Bliss® Ayurveda & Yoga and the Florida Academy of Ayurveda. I am an Ayurveda practitioner (2005), yoga instructor (1985) and life-balance mentor. I am focused on helping my clients and students experience their personal balance through the principles and practices of Ayurveda. I am also dedicated to helping Ayurveda professionals, like you, launch and grow their businesses through online continuing education courses and business support like our Ayurveda Professional Practice Essentials – well-designed digital templates for every aspect of your practice.