Fitness Client Intake Form Template
Streamline Your New Client Onboarding Process
Starting with a new fitness client can be overwhelming, especially when you're trying to gather all the necessary information. This Fitness Client Intake Form Template is designed for personal trainers who want to collect essential health details, training goals, and availability seamlessly. With this template, you can ensure accurate data collection, enhance client communication, and set clear expectations right from the start-helping you provide a personalized training experience. Feel free to explore and customize this template to fit your needs.
When to use this form
Use this form before you start training a new client or when a returning client has had a long break. It helps you capture goals, medical history, injuries, lifestyle, and schedule so you can design safe, effective sessions. Send it right after a discovery call to qualify leads, or attach it to an online signup for remote coaching. If you need baseline metrics, pair it with the Fitness assessment form. For deeper context on motivation and habits, add the Personal training consultation questionnaire form. Once a client is underway, follow up with the Fitness weekly check-in form to monitor progress and adjust the plan faster.
Must Ask Fitness Client Intake Questions
- What are your top 1-3 fitness goals for the next 90 days?
Clear, time-bound goals help you build a focused plan. They also set objective targets you can measure and celebrate.
- Do you have any current or past injuries, pain, or medical conditions we should know about?
This protects the client and reduces risk during sessions. It guides exercise selection, warm-ups, and when to request medical clearance.
- What equipment do you have access to, and how many days per week can you realistically train?
Access and frequency shape exercise choices and weekly volume. You set a plan that fits their life instead of overloading them.
- What types of training do you enjoy or dislike (strength, HIIT, cardio, mobility)?
Preferences boost adherence and reduce drop-off. You can verify movement readiness with the Personal training evaluation form to introduce new work safely.
- How do you want to track progress, and what checkpoints matter most to you?
When you align metrics with client priorities, they stay motivated. It also tells you which updates to collect during check-ins, like measurements, reps, or energy.
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