Client Intake Form Template for Personal Training Software

Use in FirstRep form

Personal Information

Collect essential details about the client for better personalization.

Aa Full Name *

Enter the client's full name

Aa Email Address *

Enter the client's email

Aa Phone Number *

Enter the client's contact number

Health History

Understanding the client's health background for safe training.

Y/N Do you have any medical conditions? *

... If yes, please specify

List any medical conditions

... Current medications

List any medications you are taking

Fitness Goals

Identify the client's fitness objectives to tailor programs.

vv What are your primary fitness goals? *

v Desired timeframe for achieving goals *

Lifestyle and Preferences

Gather insights into the client's lifestyle and training preferences.

# How many days a week can you train? *

Enter number of days

v Preferred training time *

v Do you prefer in-person or online training? *

Current Fitness Level

Assess the client's current fitness status for program design.

# How often do you exercise per week? *

Enter number of sessions

1-10 Rate your current fitness level (1-10) *

Feedback and Communication

Establish a communication preference to enhance the training relationship.

v Preferred method of communication *

v How often do you want updates? *

Why Use This Template

Streamlined Client Onboarding

This form simplifies the client onboarding process, making it efficient and effective.

Personalized Training Programs

Understanding client goals helps you design programs that meet their specific needs.

How to Use

Download the template and customize it to fit your training style.

Share the form with new clients before their first session.

Customization Tips

Add a section for fitness assessments to gauge progress.
Customize the goals section based on your specialties.
Include a section for nutrition preferences if relevant.

Build and send personal training software templates digitally with FirstRep. Free for up to 3 clients.

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Frequently Asked Questions

Can I customize the fields in the form?

Yes, you can add, remove, or modify any fields to better suit your needs.

Is this form mobile-friendly?

Absolutely! The form is designed to be easily accessible on mobile devices.