Free template

Personal Trainer Client Intake Form Template

Use this practical intake form to collect the information independent trainers need before the first session: goals, health background, availability, communication preferences, and expectations.

Use the Template

Copy or Print This Intake Form

This template is not medical advice, a liability waiver, or a substitute for local legal requirements. It is a starting point for collecting cleaner client information before coaching begins.

Client Details

Full name Date of birth Email Phone Preferred pronouns Preferred contact method

Emergency Contact

Name Relationship Phone number

Goals and Training Background

Primary goals for the next 90 days Previous training experience Activities, sports, or movements the client enjoys What has made consistency difficult in the past?

Health and Readiness

Any injuries, surgeries, pain, or movement limitations?
Any medications or conditions that could affect exercise?
Has a doctor advised the client to limit physical activity?
Does the client need clearance before starting?

Schedule and Logistics

Preferred training days Preferred session times Training location Session frequency goal

Communication Preferences

Email
Text message
Phone call
In-app message
Weekly progress check-in

Admin Checklist

Liability waiver signed
PAR-Q or health screening completed
Payment method or package selected
Cancellation policy reviewed
Photo/testimonial permission recorded separately

Why This Helps Trainers

Most client-management problems start with scattered onboarding. A consistent intake form makes it easier to personalize workouts, avoid missing important context, track permissions, and prepare your business for better follow-ups or AI-assisted admin later.

Keep Client Records Organized

FitForce helps trainers manage clients, scheduling, payments, forms, and follow-ups in one workspace.

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