Subjects

Math Tutor Intake Form Template

This math tutor intake form tells you exactly where a new student is in math before the first lesson: their course, current grade, the topics to focus on, the calculator they use and when their next tests are.

15 questions4 steps

Plans from $4/month · 30-day money-back guarantee

Try the form

This is the real form, the way a parent will see it. Fill it in and click through: nothing you type is sent or saved.

What's included

15 questions in 4 steps. Every one can be edited, removed or reordered.

1Student4 questions

  • Student name requiredShort answer
  • Date of birthDate
  • Grade requiredKindergarten … College / Adult (14 options)Dropdown
  • SchoolShort answer

2Parent or guardian3 questions

  • Parent or guardian name requiredShort answer
  • Email requiredEmail
  • PhonePhone number

3Math5 questions

  • Current math course requiredElementary math, Pre-algebra, Algebra 1, Geometry, Algebra 2, Pre-calculus, Calculus, OtherDropdown
  • Current math gradeShort answer
  • Topics to focus on requiredParagraph
  • Calculator used in classShort answer
  • Upcoming tests and datesParagraph

4Availability3 questions

  • Preferred days requiredMonday, Tuesday, Wednesday, Thursday, Friday, Saturday, SundayPick any
  • Preferred time of day requiredMorning, Afternoon, EveningPick one
  • Lesson formatIn person, OnlinePick one

Who it's for and when to use it

Use it when a new math student signs up. "My son needs help with math" can mean fractions in fifth grade or limits in calculus. The course dropdown, from elementary math through pre-algebra, algebra and geometry to calculus, answers that in one tap, so you can bring the right material to lesson one.

The topics question asks parents and students to name what's going wrong in their own words, like word problems, factoring or graphing. The calculator question sounds small, but it saves a surprising amount of time: a student whose class uses a TI-84 needs to practice on one.

It keeps the same student, parent and availability steps as the general new student intake, so families who've seen one will recognize the other. Teach several subjects? Use the general intake, or pair this with the science tutor intake.

How to use it in 3 steps

  1. Pick the template

    Click Use this template, or choose “Math tutor intake” under New form in Bear Forms. All the questions are already there.

  2. Make it yours

    Every question is ready to use as it is. Change, add or remove any of them to fit how you work.

  3. Share the link

    Publish, then send the link by email or text, put it in your Instagram bio or Google Business Profile, or paste two lines of code to show it on your website.

Tips for better responses

  • Ask for the exact course name. Schools name courses differently. If a family picks "Other", reply asking for the course name and the textbook, so you can find the same chapters.
  • Plan around the test dates. Put every test date from the form into your calendar. Reviewing the right unit the week before a test is the fastest way to show results.
  • Ask for a recent test. Add an optional upload for a recent math test. The mistakes on a real test tell you more than any description.
  • Watch for math anxiety. The general learning notes in the student step often mention stress about math. Start with a win in the first lesson.

Make it your own

  • Exam students? For SAT or ACT math, use the exam prep goals form, which asks for target and practice scores.
  • Want the student's own view? Send the student pre-assessment for confidence and struggle topics.
  • Teaching online? Add the time zone and video platform questions from the online tutoring intake.

Guide: How to Onboard New Tutoring Students

Frequently asked questions

What should a math tutoring intake form ask?

A math tutoring intake form should ask for the student's grade and current math course, their latest math grade, the topics they find hard, the calculator they use and upcoming test dates, plus a parent's contact details and availability. This template covers all of that in 15 questions.

Which math courses does the form list?

The course question lists elementary math, pre-algebra, algebra 1, geometry, algebra 2, pre-calculus and calculus, plus "Other". Rename or add courses to match the schools near you, like integrated math or statistics.

Why ask which calculator a student uses?

Because students should practice with the calculator they'll use in tests. Knowing it in advance means you can show the right steps and button presses instead of explaining a different model.

How is this different from the general student intake?

It replaces the general learning goals step with math questions: course, grade, topics, calculator and tests. The student, parent and availability steps are the same, so you can use both side by side.

Where do responses go?

Every response lands in your Bear Forms dashboard, in a table you can read at a glance, and you get an email alert as soon as it arrives. You can also export all responses to a CSV file that opens in Excel or Google Sheets.

Can I change the form later?

Yes, at any time. Edit, add or remove questions, then publish again. The link stays the same, so the form on your website or in your bio updates for everyone.

Does the form work on phones?

Yes. Most parents open forms on their phones, so the form fits any screen size. Multi-step forms show a progress bar, and file uploads work from a phone's camera roll.

Start with the math tutor intake template

Know a new student's math level, topics and test dates before lesson one.

Plans from $4/month · 30-day money-back guarantee