Specialty Diet Meal Planning Service Intake Form

Streamline Your Specialty Diet Meal Planning Service with Paperform

Running a specialty diet meal planning service means juggling complex client needs—from medical conditions and food allergies to cultural preferences and budget constraints. This Specialty Diet Meal Planning Service Intake Form template helps you collect all the essential information you need to create personalized, safe, and delicious meal plans for your clients in one organized, professional form.

Whether you're a nutritionist, dietitian, meal prep service, or catering company specializing in dietary accommodations, this template is designed to capture the nuanced details that make your service exceptional. From identifying health conditions like diabetes and celiac disease to understanding household size and grocery shopping preferences, every question helps you deliver meal plans that truly fit your clients' lives.

Built for nutrition professionals and food service providers

This intake form is perfect for dietitians, nutritionists, meal planning services, specialty caterers, and health coaches who need to gather detailed dietary information before creating customized meal plans. The form flows naturally from basic contact information through medical history, dietary restrictions, lifestyle preferences, and service preferences—making it easy for clients to provide complete information without feeling overwhelmed.

With Paperform's conditional logic, you can show follow-up questions only when relevant (like asking about specific allergy details only if allergies are indicated), creating a personalized experience that respects your clients' time while ensuring you capture critical safety information.

Automate your client onboarding workflow

Once a client submits their intake form, Paperform helps you spring into action. Use Stepper to automatically create client profiles in your CRM, send welcome emails with next steps, schedule consultation calls, and even generate preliminary meal plan templates based on their responses. Integration with tools like Google Sheets, Airtable, or your practice management software means client data flows exactly where you need it.

For meal planning services that charge consultation fees or require deposits, simply add payment fields to collect fees upfront. Connect Stripe or PayPal and start getting paid the moment clients book your service.

Professional, on-brand client experience

First impressions matter in the wellness industry. Customize this template with your brand colors, logo, and fonts to create a polished intake experience that builds trust from the first click. Embed the form on your website or share it as a standalone landing page that showcases your expertise in specialty diets.

With Paperform's document-style editor, you can easily add educational content, explain your process, or include reassuring messages about data privacy and dietary safety—all within the same form. Your clients get a seamless experience, and you get complete, accurate information to deliver exceptional service.

Trusted by nutrition and food service professionals worldwide, this template helps you spend less time on admin and more time creating meal plans that change lives.