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🌿 Therapy & Mental Wellness

Free Package Sign-Up Form Template

Free therapy package enrollment form — clients choose a session bundle, record payment preferences and confirm the terms as a dated agreement trail.

~5 min
Plan selection
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Free therapy package enrollment form — clients choose a session bundle, record payment preferences and confirm the terms as a dated agreement trail.

Disclaimer: this template records enrollment choices for licensed practices; it does not process payments and is not legal or financial advice. Payment and refund terms must comply with local consumer rules.

Signature note: terms acknowledgment is captured as checkbox plus typed name plus date — an agreement trail, not a certified electronic signature.

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About this template

Buying a session bundle is a commitment conversation — what is included, how it is paid for, what happens to missed sessions. This enrollment form lays out real packages, captures payment preference and invoicing details and records terms acknowledgment as an agreement trail (checkbox, typed name, date), so the admin conversation happens once, clearly, at sign-up.

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Live Preview

Fillable sample form preview (live once the app is published).

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Fill it in to see how responses flow.
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What's Included

The package, session-count and payment-option choices.

1

Package comparison lines

Bundles described in plain terms at the choice point.

2

Payment preferences

How clients want to pay, recorded upfront.

3

Terms acknowledgment

Checkbox plus name and date as an agreement trail.

4

Start logistics

Timing and constraints collected with enrollment.

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How It Works

From copy to a signed-up package in four steps.

1

Copy the template

Import the sign-up form into your workspace — free.

2

List your real packages

Names, session counts and terms you actually offer.

3

Client enrolls once

Choices and preferences in five minutes.

4

Admin from one record

Enrollment answers flow to your dashboard.

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Who Is This For

Who offers it — practices with bundled therapy plans.

1

Practices selling bundles

Enroll without renegotiating terms every time.

2

Program & workshop owners

Structured sign-up across cohorts.

3

Couples-group facilitators

One enrollment record per household.

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Key Features

What makes this package signup simple to choose and track.

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Sample Questions Inside

A preview of the real fields — replace example packages with yours.

  1. Which package are you choosing? (select)
  2. Number of sessions and frequency you prefer
  3. Payment preference (card on file / invoice / pay per session)
  4. Invoicing name and email if needed
  5. I have read the package terms and cancellation policy (confirm)
  6. When would you like to start? (date or week)
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Frequently Asked Questions

What should a therapy package form confirm before payment?
Package contents, session count, cancellation terms and payment preference — the terms line makes later disputes about missed sessions far rarer.
Is the terms acknowledgment a legal contract?
It records an agreement trail (checkbox, typed name, date); enforceability depends on your terms document and jurisdiction — this form is not legal advice.
Does this form process payments?
No — it captures payment preference and invoicing details; collecting money follows your own payment provider or practice system.
Is it free to use?
Yes — copy it into your FormLM workspace, list your real packages and customize the fields.
Can clients switch packages later?
Add an upgrade-request line; enrollments and change notes stay in one record.
How does this pair with the cancellation policy?
Link or embed your cancellation confirmation so the policy is read exactly when it is bought.

Enroll clients in one clean pass

Package choice, payment preference and terms confirmation in one form — free.