Intake form and health questions for new PT clients
A free intake form for personal training: health screening questions like a PAR-Q, goals, training history and consent. Copy it and adapt it.
Coach at Omnia Personal Training and co-founder of Trainnode · 2 min read
An intake form does two jobs: it tells you whether a new client can safely start training, and it gives you what you need to plan their first weeks. Send it before the first session, so the intake itself is a conversation, not paperwork.
Intake form
Health
Answer yes or no. If you answer yes to any of these, we'll ask you to check with your doctor before we start training hard.
- Has a doctor ever said you have a heart condition, or high blood pressure?
- Do you get pain in your chest, at rest or when you're active?
- Do you lose your balance because of dizziness, or have you lost consciousness in the past year?
- Are you being treated for a chronic condition, such as diabetes, asthma or epilepsy?
- Do you take medicines that affect your heart rate or blood pressure?
- Do you have a bone, joint or muscle problem that could get worse with exercise?
- Are you pregnant, or have you given birth in the past six months?
If yes to any question: what is it, and is there anything we should take into account?
Goals
- What do you want to have achieved in three months?
- Why is that important to you right now?
- What has stopped you before?
Training history
- How have you trained in the past year? How many times a week?
- Any injuries or operations in the past?
- Exercises or movements you love, or want to avoid?
- How many times a week can you realistically train with us?
Agreement
I confirm the answers above are correct to the best of my knowledge. I'll tell my coach when my health changes. I've read the [studio name] terms and cancellation policy.
Name, date, signature.
How to use it
- Read it before the intake, and ask about every yes in person.
- Store it safely. Health answers are sensitive personal data under the GDPR (AVG in the Netherlands). Keep them where only coaches can see them.
- Ask again once a year, or when a client comes back after a long break.
In Trainnode, build the form as a survey and turn on Mark as a new-user survey, so it's suggested every time you add a client. The answers are saved on the client's page in your dashboard.
