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IntakeKit: Client Intake & Consent for Therapists

IntakeKit: Client Intake & Consent for Therapists ships as a ready-to-import n8n automation package: load the bundled workflow JSON, connect the credentials listed on this page, and activate it on self-hosted n8n or n8n Cloud.

Send digital intake and consent forms before every appointment, file each signed record automatically, and get a red-flag alert before you touch the client — without $70/month practice software.

  • Email every upcoming client a personalised intake and consent link three days before their appointment
  • Refuse to file any form that is missing a ticked consent box or a typed signature, and ask the client to finish it
  • Screen each health history with AI for contraindications like blood clots, recent surgery, and pregnancy
  • Ping your phone before the session with the red flags, the precautions to take, and whether to ask for physician clearance
  • File every signed record in one Google Sheet with the consent version, signature, and retention date attached
  • Send each client their own signed copy by email so your records and theirs always match
  • Skip anyone whose forms are already on file and never email the same request twice
Google SheetsOpenAISMTPTelegram
n8n / workflow / wellness-intake-consent-packActual workflow — not a mockup
Intake Form Submitted — WebhookIntake Form Submit…WEBHOOKConfig — SetConfigSETNormalize Submission — CodeNormalize Submissi…CODEConsent Signed? — IFConsent Signed?IFScreen for Red Flags — OpenAIScreen for Red Fla…OPENAIBuild Client Record — CodeBuild Client RecordCODEFile Client Record — Google SheetsFile Client RecordGOOGLE SHEETSEmail Signed Copy to Client — Send EmailEmail Signed Copy …SEND EMAILAlert Practitioner — TelegramAlert PractitionerTELEGRAMConfirm Filing — CodeConfirm FilingCODEBuild Completion Request — CodeBuild Completion R…CODEAsk Client to Finish Form — Send EmailAsk Client to Fini…SEND EMAIL
12 nodes · 11 connections · 1 trigger · 2 in-canvas notesExported from the workflow file you receive — scroll sideways to follow the full path.
One-time
$19
~10 min
setup time

Setup Service — optional live install and test. Choose your tier at checkout (not tied to this template's price).

Instant download after payment
Refund as per the Refund Policy for downloadable templates.
Email Support · 24h SLA
Lifetime updates
APIs required
Google SheetsOpenAISMTPTelegram
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How it works

Workflow summary

2 coordinated workflows handle different parts of the automation.

Intake & Consent Handler

Required
  1. 1A client submits your intake and consent form, which posts straight into the workflow
  2. 2Reads the answers from any form tool and checks that consent was ticked and signed
  3. 3Emails the client a friendly reminder to finish the form when anything required is missing, and files nothing
  4. 4AI screens the health history for contraindications and suggests the precautions to take in session
  5. 5Files the completed record in your client-records Google Sheet with the signature, consent version, and retention date
  6. 6Emails the client their own signed copy for their records
  7. 7Sends you a phone alert with the risk level and red flags before the appointment

Booking Form Dispatcher

Optional
  1. 1Runs every morning on a schedule in your timezone
  2. 2Reads upcoming appointments from the bookings Google Sheet you already keep
  3. 3Picks out clients booked in the next few days whose forms are not yet on file
  4. 4Emails each of them a personalised intake and consent form link that identifies their booking
  5. 5Records who was emailed only after the email goes out, so nobody is ever asked twice
Daily Booking Sweep — Schedule TriggerDaily Booking SweepSCHEDULE TRIGGERConfig — SetConfigSETFetch Bookings — Google SheetsFetch BookingsGOOGLE SHEETSFind Bookings Needing Forms — CodeFind Bookings Need…CODESend Intake & Consent Links — Send EmailSend Intake & Cons…SEND EMAILMark Forms Sent — CodeMark Forms SentCODE
6 nodes · 5 connections · 1 trigger · 2 in-canvas notesExported from the workflow file you receive — scroll sideways to follow the full path.
Deliverables

What's included with your purchase

Every checkout includes the same practical package so you are never hunting for missing files mid-setup.

  • 01Workflow JSON exports ready to import into your n8n workspace (self-hosted or n8n Cloud).
  • 02Step-by-step guide that walks credential creation, node-by-node checks, and activation.
  • 03Credential checklist for Google Sheets, OpenAI, SMTP, Telegram. Email support@n8ntemplatestore.com if you get stuck — replies within 24 hours (SLA).
  • 04Perpetual (lifetime) use license Your one-time purchase includes an ongoing right to use this template package on n8n instances you control for your own automation — not for resale or public redistribution of the files as a product. Terms & conditions.
  • 05We keep the copyright Workflow JSON, guides, screenshots, and bundled assets stay our copyrighted works (or our licensors'). Payment grants the limited license in our Terms only — it does not transfer ownership.

Need a second opinion before buying? Compare the full catalog, browse more CRM templates, see how n8n compares to Zapier and Make, or read the support policies.

Setup

Three steps to a running n8n automation

01

Import the workflow into n8n

02

Paste your API keys into the credentials panel

03

Press ‘activate’ — you’ll get your first report tomorrow morning

Support

Need help setting up this n8n template?

Beginner-friendly guidance is included. Our support team will help you if you get stuck — email support@n8ntemplatestore.com or visit support.

Email support
Replies within 24 hours (SLA)
Contact
Setup Service4 tiers — your choice
Optional live session — we install, configure, and test on a screen share. Add Setup Serviceat checkout and pick any tier; pricing is not tied to this template's list price.
Book setup
FAQ

About this template

How long does it take to set up IntakeKit: Client Intake & Consent for Therapists?
Most people finish in minutes following the guide. If you’ve never used n8n before, budget an hour — the first workflow is always the slowest.
What if I get stuck?
Email support@n8ntemplatestore.com. Free basic support is included with every purchase, and you’ll get a reply from our team within 24 hours. If setup needs more than email, we can schedule a call.
Do I need to pay for Google Sheets?
API costs are separate and go directly to the provider — typically a few dollars a month at most for a solo business. Full breakdown is in the setup guide.
Can I customize the workflow?
Yes, completely. You own the .json — edit nodes, swap in your own prompts, re-wire the logic. Our support team can help you plan customizations over email.
What if it doesn’t work for me?
Refunds are issued only as described in our Refund Policy (https://n8ntemplatestore.com/refund-policy). Or add Setup Service at checkout for a live install and test session — pick any tier you prefer.

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