Client Forms & Interview

Client Interview

Clients usually come to you with a strong desire to talk and open up, even if it is not obvious at first. They will feel comfortable with you, so much so that they will tell you their deepest secrets and emotions. It, therefore, goes without saying you retain a high level of confidentiality. Remember the karmic flow, and treat people the way you expect to be treated.

As the therapist, your job will be to respectfully question and interview the client, always remaining humble, respectful and non-judgemental. You can ask about their sleep, their physical and emotional issues, if they take medicine etc. If you feel you have the tools or qualifications to delve deeper, do what feels appropriate to you.

A common reaction when you ask how a client feels is, they will usually deny or forget to mention some of their physical and emotional pains or tensions. It is only after the session during the debriefing that more answers will surface. This can be a bit unsettling at first so don’t let it create a doubt in your abilities and skills. You will quickly learn how to tackle these situations over time.

If the client is not ready to speak or to hear you, do not force it. It will happen when the time is right for them. Pushing them will only create tension, discomfort or even fear before starting the work.

Remember to always support yourself with pure loving intentions for yourself, the client and the environment for protection, support and guidance. However, if you ever feel unsafe or uncomfortable, you can always cancel or stop a session.

Client Forms

I have two forms that I ask my clients to complete at their first session with me. The client information form (one page) and the client diagnostic form (two pages). The information form is for basic information about the client: their full name, address, DOB etc. It also asks for the client’s signature. Not only does it look professional, when people sign something it makes them accountable for the information they are giving.

The diagnostic form goes to deeper, more physical and emotional levels of understanding of what’s happening with the client. It can tell you a lot in terms of chakra balancing and healing needed during the session.

Be mindful though, just as when you’re asking questions in the client interview, people won’t answer questions fully and tell you absolutely everything that’s happening with them. This is why the forms and the interview support each other. This is where tuning into your healing and psychic abilities will benefit the session, as energy never lies. This is an energy practice. Pay attention to what you are receiving and don’t rely fully on what the client is (or isn’t) telling you on the surface level.

Once again, if the client is not willing to tell you something when completing the forms, simply don’t force it.


I’d like you to complete the client forms I use in my practice as the next exercise. I don’t need to know the answers, but filling in the forms will help you to understand why I ask particular questions during the client interview. We will discuss this in our first one-to-one video session at the end of this module.

Download Client Information form here.

Download Client Diagnostic form here.