Is health information safe here?

Responses are stored encrypted. Health data is sensitive and the rules depend on your country and your profession, so collect only what you need and check what applies to you.

Is this a medical form?

No. It is a lifestyle questionnaire. If you work in a regulated health profession, use the forms and processes that your profession requires.

Can I remove the injury question?

You can edit or remove any question. Keeping a question about injuries is generally wise for physical training.

Coaching & consulting

Wellness intake form for fitness and lifestyle clients

A trainer or wellness coach needs to know a client's goals and limits before the first session. This intake asks for contact details and age, the client's goals, their current activity level, whether there is an injury or condition to know about, and whether a doctor has approved exercise. It states clearly that it is not a medical record or medical advice.

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Who it is for

Personal trainers and fitness instructors
Yoga, pilates and movement teachers
Wellness and lifestyle coaches

When to use it

Send it when a client books, so you can plan a safe and useful first session. A note at the top reminds people to share only what they are comfortable with. Cards show one question at a time, which makes sensitive questions feel less heavy.

What the form asks

Questions

Full name · requiredShort text
Email address · requiredEmail
Phone numberPhone
AgeNumber
Goals · requiredCheckboxes
Current activity level · requiredMultiple choice
Do you have an injury or condition we should know about? · requiredYes / No
Please describe itLong text
Has a doctor approved you for physical exercise?Yes / No
Signature (I confirm my answers are accurate) · requiredSignature

Every question can be changed, removed or reordered before you publish.

The PDF your respondents receive

The PDF holds the answers and the client's signature confirming they are accurate. It is a record of what the client told you before training. It is not a medical document, and it is not a substitute for a doctor's advice.

First page of the sample PDF made by the Wellness intake (non-medical) template, filled with invented data — A sample of the PDF this template produces, filled with invented data. Your logo, colours and wording replace the sample ones.

Questions people ask

Is health information safe here?: Responses are stored encrypted. Health data is sensitive and the rules depend on your country and your profession, so collect only what you need and check what applies to you.
Is this a medical form?: No. It is a lifestyle questionnaire. If you work in a regulated health profession, use the forms and processes that your profession requires.
Can I remove the injury question?: You can edit or remove any question. Keeping a question about injuries is generally wise for physical training.

Start from this template

Create an account, adapt the questions and the document to your business, then share the link. Your respondents get their PDF the moment they finish.

Use this template