ChargeForms
All use cases
Consultants

Discovery calls, client questionnaires, and paid consultation requests in one form.

A consultation request form needs to do two things well: qualify the lead with the right follow-up questions, and optionally take a deposit before the call is booked. Conditional logic lets later questions change based on earlier answers (e.g. only asking about team size if the visitor selected "business consulting"), and the same form can include a Stripe or PayPal payment step for a paid consultation.

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Where teams like this usually get stuck

Generic contact forms don't ask the qualifying questions a consultant actually needs

No way to charge for a paid consultation without a separate checkout flow

Manually re-reading long-form intake answers instead of reviewing them in one place

Templates to start from

Consultation Request FormIntake questionnaire with conditional logic based on service type.View templatePatient Intake FormMedical history and consent fields, with double opt-in confirmation.View template

Features that matter for this

Conditional LogicBuild AND/OR rule groups that show, hide, or require fields based on what a visitor has already answered — re-verified on the server, so a hidden required field can never be forced through by disabling JavaScript.
PaymentsStripe and PayPal-powered Payment Item, Custom Amount, and Payment Summary fields, including Stripe recurring subscriptions — but the charge amount is always recalculated server-side from your form's own configuration, and every payment is verified against the gateway's own API before an entry is ever created.
Entry ManagementA dedicated Entries workspace — read/unread status, per-form filtering, date-range search, CSV export and import, and single-entry editing after the fact — so a submission is never just a row in your inbox.
Reports & AnalyticsSubmission-volume trends, top-performing forms, and per-field answer-distribution charts for every choice-type field — so you can see which options visitors actually pick, not just that they submitted something.
Further readingHow to Build a Client Intake Form in WordPress (Free)A complete client intake form — with conditional logic so unqualified leads never reach your calendar — built free in WordPress, no paid plugin required.Read the guide

Explore other use cases

AgenciesClient intake, project questionnaires, and proposal forms you can reuse across every client site.EventsRegistration, ticket tiers, and RSVP forms with a payment step built in.EducationCourse enrollment, scholarship applications, and student registration forms.

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