When should the intake form be completed?

Before the first paid lesson — after the intro call or trial.

Is a Google Form enough?

Yes to collect answers; OBRI keeps them attached to the student long-term.

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Free template

Free Student Intake Form for Tutors

A student intake form template for tutors — goals, level, learning history, and logistics. Use before the first paid lesson.

What is it?

An intake form collects everything you need before teaching: goals, current level, prior tutoring, schedule, and parent contact. It saves awkward gaps in lesson one.

What to include

Student and parent details: Names, emails, phone.
Subject and level: Grade, exam, or CEFR.
Learning goals: What success looks like.
Prior tutoring / school context: What has been tried.
Schedule and format: Online/in-person, preferred times.
Special needs or accommodations: Optional but important.

The template

Copy and paste into any document

STUDENT INTAKE FORM

Student: [Name] | DOB/Age: [ ]
Parent/Guardian: [Name] | Contact: [ ]

Subject & level: [ ]
Main goal: [ ]
Target date (exam etc.): [ ]

Prior tutoring? [Y/N] Notes: [ ]
School/year: [ ]

Preferred schedule: [ ]
Online / In-person: [ ]
Special needs: [ ]

Signed/agreed: [Date]

Skip the template — let OBRI handle it

Store intake answers on the student profile in OBRI so you never hunt through email for "what was their target grade again?"

Try OBRI free

Common questions

When should the intake form be completed?: Before the first paid lesson — after the intro call or trial.
Is a Google Form enough?: Yes to collect answers; OBRI keeps them attached to the student long-term.

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