Client Intake Form Template for Fitness Retreats & Workshops

Use in FirstRep form

Personal Information

Collecting basic information helps tailor the retreat experience to each participant.

Aa Full Name *

Enter your full name

Aa Email Address *

Enter your email address

Aa Phone Number *

Enter your phone number

Fitness Experience Level

Understanding the participant's fitness level helps in planning appropriate activities.

v Current Fitness Level *

Select your current fitness level

vv Preferred Activities *

Select your preferred activities

Retreat Preferences

Gathering preferences for retreat helps in creating a personalized experience.

Aa Preferred Retreat Location

Enter preferred location

v Desired Retreat Duration *

Select duration

# Budget Range *

Enter your budget range

Health Information

Important for ensuring safety and accommodating any health concerns during the retreat.

Y/N Do you have any medical conditions? *

... Allergies or Dietary Restrictions

Please specify any allergies or dietary restrictions

Logistics and Travel

Understanding travel plans helps in organizing group logistics and accommodations.

... Travel Arrangements

Describe your travel plans

D Arrival Date *

Select your arrival date

D Departure Date *

Select your departure date

Feedback and Expectations

Gathering feedback and expectations helps in improving future retreats and workshops.

... What are your goals for this retreat? *

Describe your goals

v How did you hear about us? *

Select one

Why Use This Template

Enhances Personalization

Tailors the experience to meet individual participant needs.

Streamlines Logistics

Helps in organizing travel and accommodations effectively.

How to Use

Distribute the form prior to the retreat to collect necessary information.

Review responses to customize the retreat experience.

Customization Tips

Adapt the fields based on the specific focus of your retreat.
Consider adding a section for group interest to facilitate networking.
Use conditional logic to show/hide fields based on previous answers.

Build and send fitness retreats & workshops templates digitally with FirstRep. Free for up to 3 clients.

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Frequently Asked Questions

What if I have a specific dietary requirement?

Please specify in the dietary restrictions section, and we will accommodate.

Can I bring a friend?

Yes, please fill out a separate intake form for your friend.