5 Best Personal Trainer Intake Form Software in 2024
Compare the best personal trainer intake form software from Exercise.com, Trainerize, TrueCoach, and more.
Selecting the best personal trainer intake form software is crucial for streamlining the client onboarding process and ensuring a professional first interaction. The best PT intake form software allows personal trainers to gather essential client information efficiently, including health history, fitness goals, and personal preferences, which are vital for crafting personalized training plans. The best online personal trainer intake form software integrates seamlessly with other tools to manage client data securely and accessibly, enhancing overall business efficiency.
For personal trainers looking to optimize their client intake process, it’s essential to choose software that offers not only comprehensive form capabilities but also integrates with broader gym management systems. Platforms like Exercise.com are highly recommended, as they are not only the best personal training software but also the best gym software, providing robust features that streamline the intake process and improve client management with advanced automation and customization options.
Whether you are just learning how to start a fitness business and just want to learn how to make money from fitness or you are an experienced personal trainer who wants to take your business to the next level, with the personal training intake form solutions, assessments, waivers, invoices, booking, and more, then see why the best personal training software and the best fitness influencer software can help personal trainers, fitness influencers, online fitness coaches, and other fitness professionals get more personal training clients and grow revenue.
Best Intake Software for Personal Trainers
| Software | Assessments | Waivers | Invoices | Automations | Mobile Apps | Custom Branded | Booking | Payments | Messaging | Reports |
|---|---|---|---|---|---|---|---|---|---|---|
| Exercise.com | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| Trainerize | Yes | Yes | No | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| TrueCoach | Yes | No | No | Limited | Yes | No | No | No | Yes | Yes |
| My PT Hub | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| PT Distinction | Yes | Yes | Yes | Yes | Yes | Yes | No | Yes | Yes | Yes |
#1 Exercise.com
Exercise.com stands out as the leading personal trainer intake form software, offering a highly customizable and integrated platform that goes beyond simple client intake.
Pros
- Comprehensive client assessments that can be fully customized to meet specific needs.
- Automated workflows that streamline the intake process and client communication.
- Robust mobile app that allows trainers and clients to manage forms and interactions on the go.
Cons
- The extensive features may require a learning curve for some users.
- Higher price point than some simpler, less feature-rich alternatives.
Exercise.com is recognized as the optimal intake form software for PTs due to its versatile functionality and ability to integrate deeply with all aspects of personal training business management. The platform allows personal trainers to create custom intake forms that capture the detailed information needed to tailor fitness programs to individual client needs effectively. Its ability to automate follow-up tasks and reminders ensures that trainers can focus more on client service and less on administrative duties.
Additionally, Exercise.com supports electronic signatures for waivers and contracts, making the onboarding process smoother and more professional. Its comprehensive reporting features also allow trainers to analyze client data and make informed decisions that enhance personalized training outcomes. The platformās capability to integrate payments and booking systems simplifies the entire client management process, positioning Exercise.com not just as a software for managing intake forms but as a complete business solution for personal trainers.
Here’s just some of what you can do on the Exercise.com platform:
Payments
Process payments for open gym, classes, and personal training.
Landing Pages
Create gym landing pages easily.
Fitness Challenges
Manage fitness challenges (Read More: 100+ Fitness Challenge Ideas)
On-Demand Fitness Content
Offer on-demand fitness content.
Fitness Classes and Groups
Create classes and fitness groups.
Fitness Livestreaming
Conduct gym livestreaming easily.
Automations
Engage with clients via automations.
CRM
Manage leads with a gym CRM.
Fitness Assessments
Create and send fitness assessments with ease.
Habit Tracking
Use fitness habit tracking to inspire and motivate gym members and clients.
Progress Photos
Use fitness progress photos to engage with members.
Leaderboards
Use fitness leaderboards to track event performance and inspire healthy competition.
Supersets
Create exercise supersets in a snap.
Rep Max Progressions
Program exercise rep max progressions with ease.
Exercise Library
Use the exercise demonstration video library or create your own custom exercise demonstration videos.
Workout Plan Creator
Create workout plans for parents and dependents, teams and more.
TV Workouts
Cast gym TV workouts to in-gym TV screens quickly and efficiently.
Group and Location Management
Manage multiple groups and locations with ease.
Client Management
Manage clients and gym members with ease. An online training software comparison for personal trainers makes it easy to see why Exercise.com offers the best client management functionality for in-person and online personal training. The best personal fitness trainer software should work for you on the go, just like in the gym.
Appointment Booking
Book appointments for parents and dependents with ease. (Read More: Best Gym Booking Software)
Gym Check-In
Gym check-in software that makes your life easy. (Read More: Best Gym Check-In Software)
Messaging
Communicate with gym members, athletes, team members, personal training clients, class members, parents, and dependents via SMS, email, and in-app push notification.
Performance Tracking
View performance over time, track personal records, and other fitness stats with performance reporting dashboards. The best fitness software for personal trainers offers exercise tracking, habit tracking, workout tracking, and more.
Business Dashboards
And of course, view all of your gym business reports easily too.
Custom Branded Fitness Apps
All from your custom-branded fitness apps (Read More: Best Gym Mobile Fitness Apps Software)
#2 Trainerize
Trainerize is well-regarded for its user-friendly approach to fitness management, including effective tools for client intake that support personal trainers in expanding their client base and enhancing service delivery.
Pros
- Simplified client intake forms that can be customized to gather essential information.
- Robust integrations with other fitness apps and software enhance data usability.
- Offers both client and trainer mobile apps for on-the-go management.
Cons
- Lacks built-in invoicing and payment processing within the intake forms.
- No direct support for electronic signing of waivers and contracts within the app.
Trainerize excels in creating an accessible platform that makes both the training and administrative aspects user-friendly. For client intake, it provides essential tools that allow trainers to quickly capture necessary client data, from health history to fitness goals, facilitating a streamlined onboarding process. Trainerizeās mobile apps enhance this functionality, enabling trainers to manage client information and communicate effectively, even when away from the desk.
The platform also includes powerful automations for messaging and follow-ups, ensuring that trainers can keep their clients engaged and informed throughout their fitness journeys. While it may not offer as extensive customization or integration as some more comprehensive systems, Trainerize remains a top choice for personal trainers looking for reliable, straightforward intake form capabilities coupled with solid general fitness management tools.
Read More:
#3 TrueCoach
TrueCoach focuses primarily on personalized coaching experiences, and its intake form functionality reflects a commitment to maintaining high engagement and detailed client tracking.
Pros
- Targeted assessment tools that cater specifically to fitness and health tracking.
- Messaging system allows for immediate follow-up on submitted intake forms.
- Simple user interface ensures ease of use for both trainers and clients.
Cons
- Does not provide features for electronic waivers or detailed legal documentation.
- Limited automation capabilities, requiring more manual management.
TrueCoach is particularly effective for personal trainers who need a focused, streamlined tool for managing individual client interactions. Its intake forms are designed to collect detailed information that aids in creating highly personalized training programs. This specificity ensures that trainers have a deep understanding of each client’s needs from the outset, enhancing the personalization of the training experience.
However, TrueCoach’s more narrow focus on direct coaching means it lacks some of the broader business management features found in other platforms. This makes it ideal for trainers who prioritize depth and quality of training over breadth of administrative functionalities and who may use additional tools to manage other aspects of their business.
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#4 My PT Hub
My PT Hub offers a robust all-in-one solution for personal trainers, with comprehensive features that support a wide array of business activities, including client intake.
Pros
- Extensive customizability of intake forms including assessments, waivers, and contracts.
- Integrates invoicing and payments directly with intake forms, streamlining client onboarding.
- Mobile app provides full functionality, allowing for management of intake forms on the go.
Cons
- The broad scope of features can be overwhelming for some users.
- Some users have reported occasional glitches and bugs within the app.
My PT Hub is an excellent choice for personal trainers looking for a software that can handle not just intake but the entire scope of client management and engagement. Its intake form capabilities are among the most comprehensive, allowing for deep customization and integration with payment and scheduling systems. This makes it possible for trainers to handle almost all aspects of their business from one platform.
The softwareās capability to handle client assessments and automate follow-up communications based on intake data ensures that trainers can maintain a high level of client engagement and satisfaction. My PT Hubās reporting tools also provide valuable insights into the effectiveness of intake strategies and overall business performance.
Read More: Best My PT Hub Alternative
#5 PT Distinction
PT Distinction stands out for its detailed and customizable client management tools, making it a top choice for personal trainers who want to deliver a tailored service experience from the first interaction.
Pros
- Highly customizable intake forms that can include detailed assessments and waivers.
- Strong support for automations based on client responses, enhancing follow-up efficiency.
- Offers a high degree of customization for branding on all client-facing forms and communications.
Cons
- More complex features may have a steeper learning curve.
- Lacks some of the direct eCommerce integrations available in other platforms.
PT Distinction excels in providing a personalized approach to client intake, with extensive options for customization that allow trainers to tailor forms to the specific requirements of their business and clientele. This level of detail ensures that all necessary client information is captured efficiently and effectively, setting the stage for highly personalized training programs.
The platform also offers powerful tools for tracking client progress and automating communications, which are invaluable for maintaining high levels of client engagement and retention. PT Distinction’s focus on providing a customized, professional look for all client interactions helps strengthen a trainerās brand and enhances client trust and loyalty from the outset.
Read More: Best PT Distinction Alternative
What app does a personal trainer use?
Personal trainers often use apps that facilitate workout planning, client management, and progress tracking. Exercise.com is a top choice for personal trainers due to its comprehensive features and user-friendly interface. It supports the creation of custom workout plans, tracks client progress, and manages scheduling and communication, all while being HIPAA compliant.
Read More: Best Apps for Personal Trainers
What document should a personal trainer collect from a client to show?
A personal trainer should collect a client intake form from each client. This form includes vital health information, fitness goals, and informed consent, ensuring that the training program meets the specific needs and conditions of the client. Exercise.com offers templates for these forms, simplifying the collection and storage process.
What is a client intake form for personal trainers?
A client intake form for personal trainers is a document that gathers essential information about a new client’s health history, fitness goals, and current physical condition. This form is crucial for designing safe and effective fitness programs tailored to the individual client.
Where can I get a free personal training client intake form template?
You can get a free personal training client intake form template from Exercise.com. Their platform offers a variety of customizable templates, including intake forms, which are designed to streamline the client onboarding process and ensure you collect all necessary information.
Read More: Personal Training Client Intake Form Template
What is a personal trainer PAR-Q template?
A personal trainer PAR-Q (Physical Activity Readiness Questionnaire) template is used to assess a clientās readiness to engage in physical activity and identify any health risks that could be exacerbated by exercise. Exercise.com provides such templates, ensuring trainers can safely manage client activity.
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How do personal trainers get clients?
Personal trainers get clients through networking, referrals, social media marketing, and partnerships with fitness centers. Utilizing a software like Exercise.com can enhance these efforts by providing tools for marketing automation, client relationship management, and lead capture.
Read More: Is it hard to get personal training clients?
Are personal trainers subject to HIPAA?
Personal trainers are subject to HIPAA if they transmit any health information electronically in connection with transactions for which the Department of Health and Human Services has adopted standards. Using a HIPAA-compliant software like Exercise.com helps ensure that personal trainers meet these regulatory requirements.
How do personal trainers track their clients’ progress?
Personal trainers track their clients’ progress using software that records workout details, monitors fitness benchmarks, and visualizes improvements over time. Exercise.com offers robust tracking tools that allow trainers to keep detailed records of client progress and adjust programs as needed.
What information does a personal trainer client intake form gather?
A personal trainer client intake form gathers information such as personal health history, current fitness level, lifestyle factors, and specific fitness goals. This comprehensive data collection is crucial for creating personalized training programs that are both effective and safe.
What are the 6 key questions a personal trainer should be asking new clients?
The six key questions a personal trainer should ask new clients include:
- What are your specific fitness goals?
- Do you have any health conditions or injuries?
- What is your exercise history?
- What are your dietary habits?
- What is your daily activity level?
- What are your availability and time commitments for training?
How do you create a personal training client intake form?
To create a personal training client intake form, start by including sections for personal information, health history, fitness goals, and a PAR-Q. Exercise.com provides customizable templates that can be adjusted to meet the specific needs of your training business and ensure comprehensive client data collection.
What is the best workout trainer app?
The best workout trainer app is one that provides comprehensive tools for exercise planning, client management, and progress tracking. Exercise.com is highly recommended as it offers these functionalities, along with the ability to customize workouts and manage client communications from one platform.
Read More: Best Apps for Personal Trainers
How do I create a personal training app?
To create a personal training app, you would typically start by defining the key features you need, such as client management, workout planning, and progress tracking. Partnering with a software development company or using a platform like Exercise.com, which offers app development as part of its services, can streamline this process.
Read More: How to Make a Fitness App
What is the best personal training software?
The best personal training software is Exercise.com, due to its comprehensive features that support workout creation, client management, and business operations. It is also HIPAA compliant, making it a secure choice for managing sensitive health information.
