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Fitness Assessment Form Template

Streamline client health evaluations with this customizable template

Are you struggling to gather vital health information from your clients? This fitness assessment form template is designed for personal trainers, gyms, and wellness coaches looking to assess client health accurately. With this easy-to-use tool, you can efficiently collect data on fitness levels, health history, and goals, enhancing your ability to tailor programs for individual needs and track progress over time. Benefit from its fully customizable features, secure data collection, and user-friendly design that aligns with WCAG standards. Check out the live template now.

Use this Template (FREE) Live Preview
Full name
Email address
Phone number
Date of birth
Height (please include units)
Weight (please include units)
Emergency contact name
Emergency contact phone
Are you currently under the care of a physician for any condition?
Yes
No
Please list any medical conditions, injuries, or surgeries (or write None)
Are you pregnant or recently postpartum?
Yes
No
Not applicable
Prefer not to say
Please list any current medications or supplements that may affect exercise (or write None)
During physical activity, do you experience chest pain?
Yes
No
Do you often feel faint, dizzy, or lose balance during activity?
Yes
No
Do you have a bone or joint problem that could be made worse by increased physical activity?
Yes
No
How would you describe your current activity level?
Sedentary
Lightly active
Moderately active
Very active
Athlete/Training
On how many days per week do you currently exercise?
0
1
2
3
4
5
6
7
What training environment do you prefer?
Gym
At home
Outdoors
No preference
What equipment do you have access to? (Select all that apply)
None/bodyweight
Resistance bands
Dumbbells
Barbell and plates
Machines
Cardio machines
Other
Please Specify:
What is your primary fitness goal?
Weight loss
Build muscle
Increase strength
Improve endurance
General health/wellbeing
Sport-specific performance
Rehabilitation/return to exercise
Flexibility/mobility
Areas of focus or activities you enjoy
Any movements to avoid or pain considerations
How challenging would you like the initial sessions to feel?
Very difficult
Difficult
Neutral
Easy
Very easy
Preferred start date
Preferred time of day for sessions
Morning
Midday
Afternoon
Evening
No preference
I confirm the information provided is accurate to the best of my knowledge.
Yes
No
I understand this assessment provides fitness guidance and is not a medical diagnosis.
Yes
No
Type your full name as your signature
Signature date
May we contact you with program updates and tips?
Yes
No
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Paper art illustration depicting a fitness assessment form with charts and metrics relevant to health and exercise evaluation

When to use this form

Use this form when you need a clear snapshot of a client's health, activity level, and goals before writing a program. It works for personal trainers onboarding new clients, studio owners standardizing evaluations, and wellness coaches setting baselines. Gather red flags (injuries, meds), preferences, and equipment access so you can tailor sessions and reduce risk. Pair it with the Fitness client intake form for contact and consent, and use the Wellness consultation questionnaire form when lifestyle factors drive results. It also fits remote coaching, youth athletics with parental oversight, or corporate wellness screens. The outcome: safer sessions, realistic goals, and measurable progress from day one.

Must Ask Fitness Assessment Questions

  1. Do you have any current or past medical conditions, injuries, or medications?

    This flags contraindications and guides exercise selection and intensity. Clear details help you prevent incidents and coordinate with healthcare providers if needed.

  2. What are your top fitness goals and your target timeline?

    Specific goals and dates make your plan focused and measurable. You can grade progress over time with the Personal training evaluation form.

  3. How active are you now, and what types of exercise do you enjoy or dislike?

    Knowing your baseline and preferences increases adherence and reduces dropout. It also helps you pick starting volumes and avoid triggers that cause pain or boredom.

  4. Where will you train, and what equipment do you have access to?

    Program design depends on space and tools, from bodyweight to barbells. Clear inventory lets you deliver sessions that feel achievable at home, in a gym, or while traveling.

  5. How are your sleep, stress, and recovery right now?

    These factors affect energy, progress, and injury risk. For ongoing habits and accountability between sessions, use the Fitness accountability check-in form.

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