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The intake form for a new client

Goals, training, availability, daily life, health: the questions to ask before the first session, ready to copy into your form.

  1. 1. Your goals4 questions
  2. 2. Your training3 questions
  3. 3. Your availability4 questions
  4. 4. Your daily life4 questions
  5. 5. Your health7 questions
  6. 6. Your consent1 question

Ready to copy

23questions

Takes about
8 min

No email, no account: copy, download or print.

Intake form

1. Your goals

  1. What you want to achieve (tick all that apply)

    • Lose fat
    • Build muscle
    • Get fitter and healthier
    • Improve at a sport
    • Prepare for an event
    • Get back after an injury or a break
  2. Why now? What would change for you?

  3. Any date or event coming up?

    A race, a wedding, a season: give the date.

  4. In three months, how will you know it worked?

2. Your training

  1. Your level today

    • I don’t exercise
    • I’m getting back into it, or have trained for less than six months
    • I’ve trained regularly for six months to two years
    • I’ve trained for more than two years
  2. What you do now, and how many times a week

  3. What you enjoy, and what you never want to do again

3. Your availability

  1. Sessions possible per week

    • 1
    • 2
    • 3
    • 4
    • 5 or more
  2. Session length

    • 30 minutes
    • 45 minutes
    • 1 hour
    • 1 hour 30
  3. Where you can train (tick all that apply)

    • At a gym
    • At home
    • Outdoors
    • By video call
  4. The equipment you have

4. Your daily life

  1. Your job and your working hours

  2. Your sleep

    1 = very poor · 5 = excellent

    • 1
    • 2
    • 3
    • 4
    • 5
  3. Your stress level

    1 = very calm · 5 = very stressed

    • 1
    • 2
    • 3
    • 4
    • 5
  4. What you eat on a typical day

5. Your health

  1. Has a doctor ever told you to exercise only under medical supervision?

    • Yes
    • No
  2. Do you feel pain in your chest when you exert yourself?

    • Yes
    • No
  3. Have you ever fainted or felt faint during or after exercise?

    • Yes
    • No
  4. Do you take any regular medication?

    If yes, what for: your coach does not need the medical detail.

    • Yes
    • No
  5. Do you have an injury or pain right now?

    If yes, where, and since when.

    • Yes
    • No
  6. Are you pregnant, or did you give birth less than a year ago?

    • Yes
    • No
  7. Past surgery, injuries or health problems your coach should know about

A “yes” to any of these questions: ask a doctor’s advice before you start. This form does not replace medical advice.

6. Your consent

  1. I agree that my coach keeps these answers, including those about my health, to adapt my training. I can withdraw this consent at any time.

    • I agree

Free template from Fitinova, fitinova.io. Adapt it to your practice.

  1. Six parts, from the most motivating to the most sensitive: goals come before health.
  2. The health questions spot what needs medical advice; they do not replace a doctor.
  3. Health answers are sensitive data: the client’s explicit consent is asked at the end, and they can withdraw it.

Frequently asked questions

  • It depends on your country and your clients. A “yes” to any health question always calls for a doctor’s advice before starting.

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