Personal Training Intake Form Template
The pre-programme screen every trainer needs — goals, training age, injuries, and honest availability — so the first plan fits the actual human.
This is how your programme gets built around your body and your calendar instead of a template. The injury question matters most — please don't hold back details.
Personal training has a screening tradition for good reason: the difference between a great first programme and a physio referral is usually information the client had all along. This intake is a PAR-Q-spirited screen wrapped in a friendly form — goals, history, and the medical honesty a trainer needs before writing week one.
The injury question is the whole point. It is the only required long-answer field and the intro singles it out, because everything else on the form can be wrong and fixed inside a session — an undisclosed shoulder impingement cannot. Asking in writing, before any gym-floor bravado enters the room, gets fuller answers than asking out loud between warm-up sets. Medications matter just as much: beta blockers change heart-rate-based programming, and clients rarely think to mention them unprompted.
Goals capped at three. The goal multi-select enforces a three-choice ceiling on purpose. "Everything" is not a training block; forcing a cut produces the priority order the first mesocycle is actually built around. Alongside it, training history sorts programming risk — returning lifters need different loading than true beginners — and the days-per-week select insists on realism. A four-day programme a client keeps beats a six-day fantasy that dies in week two, and the honest answer is captured here before optimism can inflate it.
Where, and with what. Training venue changes exercise selection completely: a fully equipped facility, a bare home setup, and a public park are three different programming languages. Asking now means the first session is training, not an equipment audit.
Deliberately not on this form. Bodyweight, measurements, and progress photos — sensitive data that deserves an in-person conversation about why it is tracked and who sees it, never a cold form field. No package selection or payment talk either; screening and selling mix badly, and clients can smell it when they do.
Who runs it. Independent trainers send it right after the enquiry DM. Studios embed it in their onboarding flow — the inline embed keeps it inside the gym's own site. Online coaches pair it with a follow-up video call and use the injury answer as the call agenda. The two-page shape puts contact details first, so an interrupted client still leaves a reachable partial response, and completed screens land in your inbox the moment email notifications are on.
Adapting it. Add a file upload block for physician clearance letters if your insurance requires them — PDF uploads to 10MB are supported. Competitive athletes deserve a follow-up, so consider a Logic rule that reveals a sport-and-season question only when that history option is picked. And rewrite the venue options for your reality: park bootcamps and in-home trainers have no use for a facility lane.
Frequently asked questions
Why cap training goals at three choices?
The block has a max-choices rule set to three, forcing prioritization — that ranking is what the first programme is built from. Raise or remove the cap in block settings.
Can clients upload a medical clearance letter?
Add a file upload block — PDFs and images are accepted up to 10MB per file, stored with the client's response for your records.
Is health information on this form kept private?
Responses are visible only to the form owner. Share access carefully, and consider a password in Settings if the link is posted anywhere semi-public.
Can I ask an extra question just for competitive athletes?
Yes — add a show rule in the Logic panel keyed to the training-history answer, so only athletes see the extra field.