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Fitness client intake form

fitness client intake form

Are you a health coach or personal trainer looking to streamline your client onboarding process? Our fitness client intake form is perfect for gathering crucial information about your new clients.

By understanding their health history, exercise habits, and preferences, you can effortlessly create personalized and effective workout plans. This form ensures you have all the necessary details to provide a safe and enjoyable fitness experience. So go ahead, simplify your client management and focus on what you do best – helping people reach their fitness goals!

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Questions to include on your fitness client intake form

1. Personal Information

Collecting basic personal information is essential to identify the client and maintain accurate records.

  • What is your full name?
  • What is your date of birth?
  • What is your gender? (Male, Female, Other)
  • What is your email address?
  • What is your phone number?

2. Health History

Understanding the client's health history helps trainers create safe and effective exercise programs tailored to their needs.

  • Do you have any known medical conditions? If yes, please specify.
  • Are you currently taking any medications? If yes, please list them.
  • Have you had any surgeries in the past 5 years? If yes, please provide details.
  • Do you have any injuries, aches or pains that might affect your ability to exercise? If yes, please describe.
  • How much do you weight?

3. Exercise Habits

This section helps to assess the client's current fitness level and exercise habits, providing a starting point for the trainer to build upon.

  • How often do you currently exercise? (Never, Occasionally, 1-2 Times a Week, 3-4 Times a Week, 5 or More Times a Week)
  • What types of exercise do you typically engage in?
  • On a scale of 1 to 10, how would you rate your current fitness level?
  • What are your short-term and long-term fitness goals?

4. Lifestyle and Preferences

This section helps trainers understand the client's lifestyle and preferences, which can influence workout schedules and exercise plans.

  • What is your occupation?
  • What days and times are you available for training sessions?
  • What type of workout environment do you prefer? (Gym, Home, Outdoors, Virtual)
  • Are there any specific exercises or activities you particularly enjoy or dislike?

5. Emergency Contact

Having an emergency contact on file is important for safety reasons during training sessions.

  • What is the name of your emergency contact?
  • What is their relationship to you?
  • What is their phone number?

By asking about health history, trainers can ensure they are aware of any potential risks or limitations for the client, and tailor workouts accordingly. The exercise habits and lifestyle sections help trainers understand the client's current exercise routines and preferences, enabling them to create a personalized and engaging program.

Other question ideas

When you are creating your fitness client intake form, here are some additional questions you may want to consider. These won't apply in every case, but should give you some ideas as you build out your form.

  • What motivates you to exercise?

    • This insight can help trainers understand the client's driving force, allowing them to create programs that tap into these motivators and keep the client engaged.

  • How do you handle setbacks or obstacles in your fitness journey?

    • Understanding the client's coping mechanisms for setbacks can help trainers provide targeted support and guidance during challenging times.

  • What are your favorite healthy meals or snacks?

    • Knowing the client's preferred healthy food choices can help trainers offer tailored nutritional advice to complement their exercise program.

  • How do you typically track your fitness progress? (Journal, Mobile App, None)

    • This insight can help trainers recommend appropriate tools for tracking progress and staying accountable to their fitness goals.

  • Do you have any favorite fitness influencers or role models?

    • Identifying the client's role models can provide trainers with an idea of the client's aspirations and preferences for workout styles or aesthetics.

  • Are there any barriers to your fitness journey that you would like to share?

    • Understanding any barriers the client faces can help trainers provide targeted support and resources to help overcome these obstacles.

  • How do you prefer to receive feedback during workouts? (Verbal, Visual, Written, Combination)

    • This insight helps trainers understand the client's preferred communication style, allowing them to deliver more effective feedback and coaching.

  • If you could achieve one "dream" fitness accomplishment, what would it be?

    • Knowing the client's ultimate fitness goal can help trainers create a long-term plan that builds towards achieving that accomplishment.

Things to consider

  1. Ease of Use - Ensure the form is user-friendly and easy to navigate. Break down the questions into relevant sections and use clear labels so the person filling it out understands the context of each question.
  2. Mobile Responsiveness - Design the form to be accessible and responsive on various devices, including smartphones and tablets, as many users may complete the form on-the-go.
  3. Privacy and Security - As the form will collect personal and sensitive information, make sure to use secure data handling practices, such as encrypting the data and adhering to privacy regulations.
  4. Accessibility - Make the form accessible for individuals with disabilities by following web accessibility guidelines, such as using clear fonts, contrasting colors, and providing alternative text for images.
  5. Validation and Error Handling - Use form validation to ensure the user provides the correct information in the appropriate format and display clear error messages if they need to make corrections.
  6. Progress Tracking - If the form is lengthy, consider incorporating a progress bar or an option to save and continue later, which will help the person filling it out remain engaged and aware of their progress.
  7. Thank You and Follow-Up - After the form is submitted, include a thank you message to acknowledge completion and provide instructions on the next steps. This may include scheduling an initial consultation or sharing additional resources.

How to create your fitness client intake form

Now that you know what questions you should include, it's time to build your form!

The only problem is that traditional forms tools are inefficient.

People will forget to fill out your form. They'll get stuck halfway and not be able to finish it. Or they'll send you the wrong stuff. You end up wasting hours chasing people down over email. 

That's why you should give Content Snare a try. 

Content Snare is packed with advanced features that will have you hours:

  • Automatic reminders - Remind people to complete their form with fully customizable reminders.
  • Reject incorrect information - If a single question is filled out incorrectly, ask your client to re-do just that one item.
  • Autosaving - No progress gets lost. People can fill out forms in multiple sittings.
  • Comments and questions - If the person filling the form gets stuck, they can ask a question without having to email you.

Give it a go by signing up for your free 14-day trial. 

Get the information you need without chasing people

Content Snare is the stress-free way to get information from anyone. Break free of your inbox and reclaim your time. Let Content Snare chase your clients for you.
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