New client registrations managed through email or phone conversations give businesses an inconsistent record of who their clients are, what they are interested in, and how they prefer to be reached. Information arrives in different formats, consent to privacy policies goes undocumented, and building a clean, searchable client database from informal intake requires manual effort that should not be necessary.
The Client Registration template for SharePoint, built with Infowise Ultimate Forms, gives businesses a structured registration form that new clients can complete externally — capturing their contact details, business information, services of interest, contact preferences, availability, and consent — with every submission stored as a complete, consistent record in SharePoint.
How it works
Client and business details
The form captures the date of registration alongside the client's full name, business name, and complete address — street address, city, state or province, postal or ZIP code, and country. Email address, phone number, and business website are captured alongside the physical details, giving the business a complete contact profile for each registered client from the moment of submission.
Services and products of interest
A dedicated field captures which of the business's services or products the client is interested in. Recording this at the point of registration gives the sales or account management team immediate context for their first outreach, enabling more relevant and targeted follow-up without a separate discovery conversation.
Contact preferences and availability
The form asks the client how they would prefer to be contacted and when they are typically available for appointments or meetings. Capturing these preferences in a structured format at registration ensures that the business reaches out through the right channel at a time that works for the client — reducing friction in the early stages of the relationship.
Privacy consent and terms acceptance
The form includes a required consent field confirming the client's agreement to the business's privacy policy and data protection practices. A submission acknowledgement confirms that the client agrees to the terms and conditions outlined by the company. Both are documented within the registration record, providing the business with a structured record of consent at the point of registration.
Additional comments
A free-form field gives clients the opportunity to add anything not covered by the structured sections — specific questions, particular requirements, or context about their situation that they want the business to know before first contact.
What you get
- A structured client registration form capturing name, business name, full address, email, phone, and website
- Services or products of interest recorded at the point of registration for targeted follow-up
- Contact preference and availability capture enabling relevant, timely outreach
- Privacy policy consent and terms acceptance documented within the registration record
- Free-form additional comments field for client-specific context or questions
- Every registration stored as a complete, searchable record in a standard SharePoint list
- Configurable services, contact options, and columns to match your business's client intake requirements
- Free for all Ultimate Forms customers, installed automatically with a single click
Built on standard SharePoint lists
The Client Registration system is built entirely on standard SharePoint lists. There is no external data storage and no custom interface. All client registration records stay inside your SharePoint environment, governed by your existing permissions and data policies. The system can be extended or adapted at any time in the browser by the administrator who manages the site.
Read detailed installation instruction.
