TemplatesFor tutors

Tutoring package intake form: 8 questions to ask parents before the first session

Questions for the parent or guardian, about the student and the program, and nothing outside schoolworkQuestions for the parent or guardian, about the student and the program, and nothing outside schoolwork. They give the student’s first name, grade and subjects, and what the student should achieve by the end of the program. Optional questions ask where the subject feels difficult, online or in-person sessions, the times that suit, and a start date.

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Free until your first client pays you, then $19/month · card required

Brightwater Tutoring

10-week Algebra I program

Deposit due today

$600.00

Secure payment through Stripe

Questions from Brightwater Tutoring

Answer these, then pay your deposit

Student’s first name

First name only is fine.

What grade is the student in?

Which subject or subjects is this program for?

For example: Algebra I, SAT math, AP Chemistry, essay writing.

What would you like the student to achieve by the end of the program?

A grade target, a test score, confidence going into a big exam: whatever matters most to your family.

Where is the student finding this subject difficult right now? Optional

Topics, types of assignments or test formats. Schoolwork details only, please.

Would you prefer online or in-person sessions? Optional

Which times generally work best for sessions? Optional

This just helps me plan. We’ll confirm the exact schedule together.

When would you like the program to start? Optional

The template as your client sees it, for Brightwater Tutoring, a fictional tutor, with an example package and a $600 deposit

What your client is asked

8 questions · 4 required. Reword, reorder, add or remove any of them before you send your first link, up to 10 questions. Links you have already sent keep the questions they were created with.

Student’s first name
First name only is fine.
Short answerRequired
What grade is the student in?
Choices: Elementary school (K–5) · Middle school (6–8) · High school (9–10) · High school (11–12) · College or adult learner
DropdownRequired
Which subject or subjects is this program for?
For example: Algebra I, SAT math, AP Chemistry, essay writing.
Short answerRequired
What would you like the student to achieve by the end of the program?
A grade target, a test score, confidence going into a big exam: whatever matters most to your family.
ParagraphRequired
Where is the student finding this subject difficult right now?
Topics, types of assignments or test formats. Schoolwork details only, please.
ParagraphOptional
Would you prefer online or in-person sessions?
Choices: Online · In person · Either works
DropdownOptional
Which times generally work best for sessions?
This just helps me plan. We’ll confirm the exact schedule together.
Choices: Weekday afternoons · Weekday evenings · Weekends · Flexible
DropdownOptional
When would you like the program to start?
DateOptional

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Other templates

Each one is a starting point for one kind of engagement. You pick one when you set up IntakePay.

All templates

Start with the Tutoring package template

Start free from here, and the template is already picked when you set up your business

Start free Open it as your client sees it

Free until your first client pays you, then $19/month · card required