Personal Training Client Intake Form Template (FREE)

Use this free personal training client intake form template with all the best personal trainer intake questions to make your client intake process run smoothly.

And, of course, using the best personal trainer client intake form software from Exercise.com helps you do all this much easier than using paper templates. Create personal trainer intake forms, fitness assessments, waivers, invoices, collect payment, send booking links, create workout plans, and much, much more.

Be sure to also check out our free personal training PAR-Q form template, which is an essential tool for personal trainers to ensure the safety and readiness of their clients for physical activity. This fitness client intake form template covers key health questions, allowing trainers to tailor their fitness programs appropriately while considering any potential risks.

Managing your fitness business online with the best gym management software and the best personal training software means that you can easily create intake forms, waivers, forms, fitness assessments, lead forms, registration forms, online booking, workout plans, and much more.

Use the Exercise.com workout plan creator to create your workout plans and fitness assessments like the personal trainer intake form.

Publish your custom branded fitness apps to iOS and Android so you can offer a premium experience to your community.

Run fitness challenges, create online workout groups, do distance training, sell personal training online, and of course, deliver fitness assessments and workouts, all right within the Exercise.com platform (custom branded to your brand).

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“Developing an easy intake system with my apps and ways to scale the delivery of workouts has been huge. Working with 20-30 individuals who each have specific goals and restrictions can be challenging, but your platform makes it easy to organize everyone’s programs and put a plan together that will get them the best results possible. The simple, effective tools help expand and simplify my coaching process.”

Dean Somerset

Owner, Somerset Fitness

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Free Personal Training Client Intake Form Template

Creating a comprehensive Personal Training Client Intake Form is a great way to ensure you gather all the necessary information to tailor a fitness program that meets the needs and goals of your clients. Here’s a detailed template you can use:

Personal Information

1. Full Name:
2. Date of Birth (DOB):
3. Gender:
4. Address:
5. Phone Number:
6. Email Address:

Emergency Contact Information

1. Name:
2. Relationship:
3. Phone Number:

Health and Medical History

1. Do you have any chronic health conditions? (e.g., diabetes, heart disease)
2. Are you currently on any medications? If yes, please list them.
3. Do you have any allergies? (e.g., medications, food, environmental)
4. Have you had any surgeries or hospital stays in the past? If yes, please detail.
5. Do you currently experience any pain or discomfort? If yes, please specify.

Lifestyle Questions

1. Occupation and daily activity level:
2. Current exercise routine (if any):
3. Dietary habits:
4. Smoking/Alcohol consumption:
5. Stress levels (low, medium, high):
6. Sleep patterns and quality:

Fitness Goals

1. What are your primary fitness goals? (e.g., weight loss, muscle gain, endurance training)
2. What motivates you to achieve these goals?
3. What has prevented you from reaching these goals in the past?
4. Do you have any specific event or date you are training for? If yes, please specify.

Availability

1. Preferred days and times for training sessions:

Consent and Agreement

1. Do you agree to follow the safety instructions and guidance provided by your personal trainer?
2. Do you consent to periodic evaluations to assess progress?
3. Please read and sign the liability waiver attached.

Make sure to adjust the form to suit your specific requirements and the services you offer. It’s also wise to consult with a legal professional to ensure that your consent and liability waiver sections are appropriately drafted. This free PT client intake form template will help you provide personalized, safe, and effective training to your clients.

Our overall experience with Exercise.com is a breeze. We love how easy it is to integrate this app with our current workflow while providing great fitness programs for our customers and save us time in the process.

Julie Ledbetter

Owner, Ledbetter Fitness

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Using the Best PT Client Intake Form Software

Exercise.com is a popular software solution for fitness professionals and gym owners that can make the process of creating intake forms, assessments, waivers, invoices, and more both easy and seamless. Here’s why choosing Exercise.com could be beneficial:

1. Customizable Client Intake Forms: Exercise.com allows you to create custom client intake forms tailored to the specific information you need to collect. This feature ensures that you can easily incorporate all necessary fields like personal information, health history, lifestyle questions, fitness goals, and more. You can even update the forms as needed to accommodate any changes in your training approach or to comply with new health and safety regulations.
2. Integrated Fitness Assessments: With Exercise.com, you can integrate fitness assessments directly into your client management workflow. This integration helps you track and analyze client progress and fitness levels over time. The software allows you to store and review past assessments, making it easier to adjust training programs based on measurable outcomes and to discuss progress with clients in a data-driven manner.
3. Digital Waivers and Contracts: The platform supports digital signing, which means clients can sign waivers and contracts directly through the software. This reduces the need for paper documents and makes the onboarding process quicker and more environmentally friendly. It also ensures that all legal documents are securely stored and easily accessible.
4. Automated Billing and Invoicing: Exercise.com includes features for automated billing and invoicing, making the financial transactions smooth and less time-consuming. This system can handle one-time payments, recurring memberships, and package deals, all within the same platform. It also provides financial reports that help you keep track of earnings, refunds, and outstanding payments.
5. Client Communication and Engagement: The software comes equipped with tools for direct communication with clients through messaging and notifications. This can be particularly useful for sending reminders for upcoming sessions, updates about training programs, or motivational messages. Keeping in regular contact can help improve client retention and satisfaction.
6. Integration and Scalability: Exercise.com offers integration with various other platforms like MyFitnessPal, Fitbit, and more, allowing you to offer a comprehensive service that includes diet tracking, activity monitoring, and overall health management. Additionally, as your business grows, Exercise.com can scale with you, offering more robust features as needed.
7. Comprehensive Reporting: With detailed analytics and reporting features, you can gain insights into business performance, client retention rates, and more. These reports can help you make informed decisions about marketing strategies, pricing structures, and service offerings.

Overall, Exercise.com provides a holistic approach to managing a fitness business. It streamlines many of the administrative tasks associated with running a personal training service, allowing trainers and gym owners to focus more on client interaction and program development.

If you want to offer an elite service for the end user you need to get with the times and use elite level software that is intuitive, visually appealing, and effective. That is exactly what Exercise.com delivers to its clients.

Jimmy Myers

Owner/Trainer, Relentless Sports Performance

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