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Personal training client intake form template
Streamline your client onboarding with this comprehensive personal training intake form template.
Customize it to suit your specific needs, and build the perfect assessment tool to understand your clients' fitness goals, health history, and preferences while creating personalized training programs that deliver results safely and effectively.
Intake forms are essential for any fitness business that wants to kickstart a client's fitness journey successfully. A user-friendly online form can streamline your onboarding process by collecting vital information including relevant personal information, medical information, physical activity levels, contact details, training goals, and emergency contact details before the first training session. This form helps to assess client readiness and ensure proper data collection that supports your fitness programs and personal training contract requirements.
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Create professional client assessments that build successful training relationships
Make a fitness client intake form using Formly's no-code platform.
Fully brand your form with colors, fonts, and logos and place them exactly where new clients encounter it—in welcome emails, gym registration processes, and personal training consultations.
Personal training intake questionnaire FAQs
1. How do I use this personal trainer client intake template?
Start by selecting the ready-made template in Formly's no-code form builder. From there, you can easily customize questions to cover fitness goals, health history, exercise preferences, availability, and lifestyle factors. Set up conditional logic that reveals relevant follow-up questions based on initial responses, and create comprehensive client profiles that inform your training approach. The template is designed for personal trainers and fitness coaches but can be adapted for gyms, wellness centers, or any fitness professional. It's the fastest way to launch a professional client intake process that ensures you have all the information needed to train clients safely and effectively.
2. What client information should my fitness intake forms collect?
An effective personal training intake form helps trainers understand their clients better. They're typically used to collect current fitness status, medical and health questions, previous injuries, fitness goals and motivations, exercise preferences and dislikes, schedule availability, nutrition habits, lifestyle factors, and emergency contact information. Include questions about medications, physical limitations, stress levels, sleep patterns, and any doctor restrictions. You might also assess current activity levels, gym experience, equipment access, and specific outcome expectations. Focus on gathering both safety-critical information and motivational insights to create personalized, effective training programs and setting exercise goals.
3. Can I customize my personal training intake form in Formly?
Yes! You can fully customize the design with your brand colors, fonts, and logo to create a professional client experience that reflects your training philosophy. Beyond aesthetics, you can tailor questions to your specific training style, add conditional logic to explore relevant areas based on client goals or fitness levels, and integrate liability waivers or consent forms. This makes it perfect for personal trainers, fitness coaches, gym owners, wellness centers, and any fitness professional who needs comprehensive client information to deliver safe, effective training programs.
4. How do I set up conditional logic for different client types?
Form creation is a breeze with Formly. In our form builder, you can create branching paths based on client responses. For example, if someone selects "weight loss" as their goal, show questions about nutrition habits and past diet attempts. If they choose "strength training," focus on lifting experience and injury history. You can also customize question paths based on fitness level, age group, or specific health conditions. This ensures each client only sees relevant questions while you gather comprehensive insights tailored to their individual training needs. You can also include a release of liability waiver step to automate your entire intake process.
5. Where can I use my personal training client intake form?
You can deploy your intake form throughout your client journey! Send it before initial consultations to come prepared with insights, embed it in your gym's membership signup process, or include it in personal training package purchases. Share the direct link during fitness assessments, add it to your website's contact process, or use it to qualify leads during discovery calls. Whether clients are completing it on mobile at home or on tablets at your facility, Formly's forms are fully responsive and provide a smooth experience across all devices.
You can even take advantage of Formly's integration with Google Sheets to streamline your workflow and connect client data to 3000+ apps and automation tools.
6. How do I turn intake information into effective training programs?
With our built-in organization features, you can automatically structure client responses into comprehensive fitness profiles and program planning frameworks. Set up automated summaries that highlight key goals, limitations, and preferences, then integrate with tools like Zapier, MyFitnessPal, or your client management system to create structured training plans. Want to enhance your service? Use the gathered insights to design personalized workout routines, create nutrition recommendations, or develop progress tracking systems—all based on the specific goals, preferences, and limitations each client shared through their detailed intake responses.
7. How does this form support my ongoing client relationship management?
This consultation form is used throughout the client lifecycle to track client progress and maintain comprehensive records. The initial data collection captures vital information about medical history, physical activity preferences, and fitness journey goals that inform your fitness programs from start to finish. Use the gathered contact details and emergency contact person information to maintain safety protocols, while the medical history and readiness assessment data helps you modify training approaches as clients progress. This systematic approach to registration forms ensures your fitness business maintains detailed client profiles that support both immediate training needs and long-term relationship management.
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