Bloom Wellness Studio — New Client Onboarding

📊 Owner Dashboard

New This Week

Intake Complete

Pending

Upcoming New Clients

Click a client to review their onboarding status and submitted intake responses before their first appointment.

Sarah Okonkwo

New Client · Referred by Dr. Amara Collins

First Appointment

Mar 10 · 2:00 PM

✓

What to Expect

Completed Mar 7

Complete

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Intake Form

Submitted Mar 7 · Review below

Submitted

✓

Policies & Cancellation

Acknowledged Mar 7

Complete

✓

FAQ

Completed Mar 7

Complete

📋 Submitted Intake Responses

Primary reason for seeking support

Anxiety and difficulty managing stress at work. I’ve been feeling overwhelmed for the past few months and want to develop better coping strategies.

Previous therapy experience

Yes — worked with a therapist briefly in 2021 but stopped when I moved cities.

Goals for therapy

Learn to manage anxiety day-to-day, improve work-life balance, and feel more grounded overall.

Areas of focus (selected)

Anxiety · Stress management · Work-life balance

Anything else therapist should know

I prefer a direct communication style. Happy to do homework between sessions if that helps.

Marcus Webb

New Client · Self-referred

First Appointment

Mar 11 · 10:00 AM

✓

What to Expect

Completed Mar 6

Complete

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Intake Form

In progress · Last active Mar 7

In Progress

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Policies & Cancellation

Not started

Pending

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FAQ

Not started

Pending

Elena Reyes

New Client · Referred by Bloom alumni

First Appointment

Mar 13 · 3:30 PM

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What to Expect

Not started

Pending

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Intake Form

Not started

Pending

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Policies & Cancellation

Not started

Pending

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FAQ

Not started

Pending

🌺 New Client Onboarding

Welcome to Bloom

We’re honored you’re here.

This short onboarding takes about 10 minutes. It helps us make your first session as comfortable and meaningful as possible. Take your time — there are no wrong answers.

Your First Appointment, Step by Step

1

Arrive a few minutes early

We recommend arriving 5–10 minutes before your appointment. Our reception team will warmly welcome you and get you settled in our waiting area.
2

Meet your therapist

Your therapist will come to greet you personally. The first session is a conversation — not a test. There’s no pressure to share more than you’re comfortable with.
3

Talk about what brings you in

Your therapist will ask some questions to understand your goals and background. This helps them tailor their approach specifically for you.
4

Discuss next steps together

At the end of your session, you’ll talk about what ongoing support might look like — there’s never any obligation to commit to anything on the spot.

A Note Before We Begin

Everything you share with us is confidential. The information in this onboarding goes directly to your therapist to help them prepare — it is never shared with anyone outside your care team.

If at any point you feel unsure about a question, feel free to skip it or write “prefer to discuss in session.”

🌺 New Client Onboarding

Intake Form

Help your therapist get to know you a little before you meet. All fields marked with * are required.

About You

First Name *

Last Name *

Date of Birth *

Preferred Pronouns

How did you hear about Bloom?

What Brings You In

In your own words, what is your primary reason for seeking support? *

Which of the following areas would you like to focus on? (Select all that apply)

Anxiety or worry Depression or low mood Stress management Work-life balance Relationships or communication Grief or loss Life transitions Other

Have you worked with a therapist before?

Your Goals

What would progress look like for you? What are you hoping to feel or be able to do differently?

Is there anything else you’d like your therapist to know before your first session?

This could include preferences about communication style, things that have or haven’t worked in the past, or anything else on your mind.

🌺 New Client Onboarding

Policies & Cancellation

A few important things to know before your first visit. We want everything to be clear so there are no surprises.

Our Policies

Cancellation & Rescheduling

We ask for at least 24 hours’ notice to cancel or reschedule. Cancellations with less than 24 hours’ notice may incur a late cancellation fee of $75. We understand that emergencies happen — please reach out and we’ll do our best to work with you.

Session Length & Fees

Standard sessions are 50 minutes. Fees vary by therapist and service type. Your specific fee and any insurance information will be confirmed by our office team before your first appointment.

Confidentiality

Everything discussed in your sessions is strictly confidential. The only exceptions are required by law: if there is an imminent risk of harm to yourself or others, or in cases of suspected abuse. Your therapist will discuss this with you in your first session.

Between Sessions

Your therapist is not available for crisis support between sessions. If you experience a mental health emergency, please call 988 (Suicide & Crisis Lifeline) or go to your nearest emergency room.

Acknowledgment

By continuing, you confirm that you have read and understood the policies above.

I have read and agree to Bloom Wellness Studio’s policies, including the cancellation policy.

🌺 New Client Onboarding

Frequently Asked Questions

Answers to the questions new clients ask most often. If something isn’t covered here, please reach out — we’re happy to help.

What should I bring to my first appointment? ▼

Just yourself. If you have insurance information or a referral letter, bring those along, but don’t stress if you don’t. Our team can sort out the logistics before or after your session.

How do I know if therapy is working? ▼

Progress in therapy is rarely linear. Some people feel better quickly; for others it takes more time. Your therapist will regularly check in with you about how things are going and adjust their approach based on your feedback. The most important thing is open communication.

What if I don’t click with my therapist? ▼

The therapeutic relationship matters enormously, and it’s okay if a particular therapist isn’t the right fit. Please let us know — we’ll work with you to find someone who is a better match. There is no awkwardness in asking for this.

How often will we meet? ▼

Most clients start with weekly sessions, especially early in the process. As you make progress, sessions may shift to every two weeks or monthly. This is always a collaborative decision between you and your therapist.

Is everything I say really confidential? ▼

Yes — with very limited legal exceptions, everything you share is completely confidential. Your therapist will go over those exceptions in detail during your first session so you feel fully informed.

Can I use my insurance? ▼

Many of our therapists accept insurance, and we also offer private pay options. Our office team will confirm your specific coverage and out-of-pocket costs before your first appointment so there are no surprises.

🌺

You’re all set, Sarah.

Thank you for completing your onboarding. Your therapist will review your intake before your session and looks forward to meeting you. We’re glad you’re here.

Your therapist To be confirmed

First appointment Mar 10 · 2:00 PM

Location Bloom Wellness Studio

Intake submitted ✓ Received

Your First Appointment, Step by Step

Arrive a few minutes early

Meet your therapist

Talk about what brings you in

Discuss next steps together

A Note Before We Begin

About You

What Brings You In

Your Goals

Our Policies

Cancellation & Rescheduling

Session Length & Fees

Confidentiality

Between Sessions

Acknowledgment