Template library · Intake forms
Personal Training Intake template
Please complete before your first training session.
- 16 fields across 3 sections
- Included with MyWellOps
- Edit it, or save your own version
What’s in it
- DateDate
- PractitionerText
Contact Info
- Full nameText
- Date of birthDate
- Phone numberText
- EmailText
- Emergency contact (name & phone)Text
Health & Fitness History
- Current or past injuriesText
- Other (Do you have any of the following)Text
- Current activity levelChoice
- Recent exercise experienceText
- Do you have any of the following? (check all that apply):
- Heart condition
- High blood pressure
- Diabetes
- Joint/back issues
- Asthma
- Pregnant
Goals
- Other (Fitness goals)Text
- How motivated do you feel?Text
- Weekly availability for trainingText
- Client signatureSignature
- Date signed (client)Date
- Fitness goals (check all that apply):
- Weight loss
- Muscle gain
- Endurance
- Strength
- General health
- Sport-specific training
When to use it
Send an intake form when a new client books, so their history, contact details and reasons for coming are in front of you before the first appointment rather than taken down during it.
How it works in MyWellOps
- Choose it from Documents and adjust the questions to your practice.
- Send it to the client, who completes it in their client portal.
- Their answers are kept on the client’s record, ready for the first session.
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