IntakeQ offers a Client Profile section that can be used to keep all information related to a client. Let's have a look at the client profile page:
Customizing the Client Profile
It's important to note that any changes made here will affect the profile of all clients.
Using Intake Forms to Populate Client Profiles
To learn how to map questionnaire fields to the client profile, see the following article: Mapping Intake Form Fields to the Client Profile
Using the Client Profile to Populate Notes
IntakeQ also allows you to map fields in your note templates to fields in the client profile. This enables you to have notes that are populated automatically based on the client profile information.