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. FitForce turns the same intake into an organized client profile.

Use the Template Organize Intake in FitForce

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

From Intake Form to Client Profile

The printable intake form is a starting point. FitForce is for trainers who want onboarding answers connected to client records, scheduling, waivers, programming, and follow-up.

Client records

Keep intake with the client

Store goals, contact details, emergency contact, preferences, and onboarding notes directly on the client profile instead of leaving them in a PDF or inbox thread.

Health context

Bring readiness details into coaching

Track injuries, limitations, medical notes, doctor clearance needs, and training history where you can reference them before sessions and program updates.

Admin checklist

Know what is done before the first session

Keep waiver status, PAR-Q or screening notes, payment setup, cancellation policy review, and permission items close to the client record.

AI-ready onboarding

Use intake to power better follow-up

Once intake is structured in FitForce, the assistant can help summarize client context, prepare follow-ups, and turn onboarding notes into next steps.

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. FitForce keeps that information connected instead of buried in a one-off document.

Organize Client Intake in FitForce

Join early access for structured client profiles, intake notes, scheduling, waivers, and AI-assisted follow-up.

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