Personal Training Intake Form Template
Every trainer needs this pre-programme screen, capturing 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, so please don't hold back details.
Personal training keeps a screening tradition for good reason: the gap between a great first programme and a physio referral is usually information the client held all along. This intake works as a PAR-Q-spirited screen wrapped in a friendly form, gathering goals, history, and the medical honesty a trainer needs before writing week one.
The injury question is the 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 while 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 carry the same weight: beta blockers change heart-rate-based programming, and clients rarely think to mention them unprompted.
Three goals, ranked. The goal multi-select enforces a three-choice ceiling on purpose. "Everything" is not a training block, and forcing a cut produces the priority order the first mesocycle is built around. Training history sorts programming risk, since 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 gets captured here before optimism can inflate it.
Where you train changes the plan. 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.
What deserves a conversation, not a field. Bodyweight, measurements, and progress photos stay off the form, because that sensitive data deserves an in-person conversation about why it is tracked and who sees it, never a cold form field. Package selection and payment talk stay off too, since screening and selling mix badly and clients can smell it when they do.
Trainers who send it. Independent trainers send it right after the enquiry DM. Studios embed it in their onboarding flow, where 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.
Tuning the screen. Add a file upload block for physician clearance letters when your insurance requires them, since 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, and 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 for competitive athletes only?
Add a show rule in the Logic panel keyed to the training-history answer, so only athletes see the extra field.