Personal training intake form
A personal trainer intake captures what a client wants to achieve and what the trainer needs to know before the first session. Goals, injury history, experience level and available time are what determine the program. This form is a general intake, not a medical screening or PAR-Q — the trainer remains responsible for collecting their own medical clearance separately.
The form beside this text is live. Fill it in and submit it — it validates exactly as it would for a real respondent, and saves nothing.
Multiple goals as checkboxes, not one radio
A client looking to build muscle and improve mobility checks both instead of choosing one. The trainer sees all of them, so the program targets everything the client cares about instead of forcing a priority.
Medical history is stored with the intake, not asked by email
Injury history and medical notes arrive with the initial form instead of in follow-up messages. Everything the trainer needs to plan safely is in one record, timestamped on the first day.
No card required.
Personal Training Intake Form
Live previewHow to build this form
5 steps in the editor. Nothing here needs a paid plan.
- Add text, email and phone fields for the client's name and contact details.
- Add a date field for date of birth and a dropdown for experience level (beginner, intermediate, advanced).
- Add checkbox group for fitness goals (lose weight, build muscle, endurance, mobility, sport-specific).
- Add a textarea for injuries or medical conditions, and a radio group for doctor clearance (yes, no, unclear).
- Add a dropdown for days available per week and an optional text field for preferred times. Save, then use the CSV to plan the program.
Fields in this form
10 fields, using 8 of the 19 field types available.
| Question | Field type | Required |
|---|---|---|
| Full name | Short text | Yes |
| Yes | ||
| Phone | Phone | Yes |
| Date of birth | Date | Yes |
| Fitness goals | Checkboxes | Yes |
| Fitness experience level | Dropdown | Yes |
| Injuries or medical conditions | Long text | Optional |
| Do you have medical clearance from your doctor to exercise? | Radio buttons | Yes |
| Days per week available | Dropdown | Yes |
| Preferred training times | Short text | Optional |
What goes wrong with this form
Specific to a personal training intake form, not general advice about forms.
Treating the medical field as medical clearance
A client writing "some back pain" in a textarea is them reporting history, not them being medically cleared to exercise. The trainer still needs to screen them separately, ask follow-up questions and get written clearance from a provider if needed.
One goal maximum
A client wanting to lose weight and build endurance checks both goals in a checkbox group. A radio forcing one choice gives the trainer an incomplete picture and makes the program incomplete.
No availability field
Without knowing when a client can train, the trainer has to ask by email and reschedule around their schedule. A dropdown for days available and a text field for preferred times means the trainer can build a program around what the client can actually commit to.
Questions about this form
Is this a medical evaluation or PAR-Q replacement?
No. This form collects what a client reports about their goals and medical history — it is intake information, not medical clearance. The trainer is responsible for their own medical screening process and should not rely on this form alone to decide if it is safe to train someone.
Can the form give me a fitness plan?
No. The form collects information so a trainer can design the plan. It stores goals, experience level and available time; the trainer decides what that means for exercises, load and progression.
Should the client be medically cleared before submitting?
That is the trainer's decision. Many trainers ask for their own PAR-Q or doctor note as a separate step before the first session. This form captures the client's history and goals; medical clearance is a different process the trainer owns.
Other templates
- Patient intake formInsurance provider and ID as their own fields, so registering doesn't start with a phone call.
- Medical HistoryCollect a new patient's medical background before the first appointment.
- Insurance VerificationCollect insurance details before the appointment so staff can verify coverage manually.