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Templates / Form

Free Personal Training Intake Form Template

A personal training intake form covers contact details, current activity level, injuries or pain, training location, available equipment, and a starting sessions-per-week goal.

Personal Training Intake Form template preview

Language:

en

Last updated:

October 2026

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Somebody wants to train hard, but they also need to know the plan won’t ignore an old knee issue or a stop-start schedule. This personal training intake form collects the details a coach needs before programming starts, so the first conversation begins with real constraints instead of guesswork.

The intro explains what gets collected and what happens next, then About your training gets specific about current activity, where sessions will happen, and what the client wants out of training. The questions cover injuries or pain up front, then pin down location and equipment access, because a home setup and a gym floor need different choices.

  • Personal Training Intake Form An opening note that tells the client what the form covers and that you’ll review answers and email the next steps, including any health form.
  • Your name A required full-name field so each response ties back to the right person.
  • About your training A short written prompt that frames the training questions around current activity, session location, and what the client wants from coaching.
  • Injuries or pain A required yes/no question that flags pain affecting training and points to a health screening if needed.
  • Session setup Questions that confirm where sessions will take place, what equipment is available, and how many sessions per week to start with.

Once the form is in Plutio, you send a link and the responses land in one place, ready to review and reply with next steps. The page uses anodised-metal green with a violet call to action, with Zilla Slab headings over Roboto body text.

We went from spending hours on every proposal to creating fully customized ones in under 5 minutes. That's not an exaggeration - we timed it.

Yazan & Mawaheb
Yazan & MawahebAgency Owners

What to include in a personal training intake form

PartWhat it covers

Personal Training Intake Form

A short opener that explains what the form collects and that you’ll review the answers and email next steps, including any health form.

Your name

A required name field so the response is identifiable before you follow up.

Email address

A required email field for sending the follow-up and next steps.

Phone number

An optional phone number field for clients who prefer calls or texts.

About your training

A written prompt that asks for current activity, training location, and what the client wants from sessions.

How active are you currently?

A required multiple-choice question that sets a baseline activity level from not active through 5+ sessions per week.

Do you have any current injuries or pain affecting training?

A required yes/no question that flags injuries or pain and notes a health screening option.

Where do you want your sessions to take place?

A required multiple-choice question covering home, gym, outdoors, online, or unsure.

What equipment will you have access to?

A required text question so the training plan matches what the client can actually use.

How many sessions per week do you want to start with?

A required multiple-choice question that captures a starting frequency or asks the coach to advise.

Who it is for

Personal trainers, strength coaching and online coaching providers, and group fitness coaches who need a new client’s baseline and constraints before sessions begin.

The form in full

Personal Training Intake Form

This form gathers your training preferences, current activity and availability. I’ll review your answers and email the next steps and any health form.

  1. Your name (required)
  2. Email address (required)
  3. Phone number

About your training

Tell me your current activity, where you’ll train and what you want from sessions.

  1. How active are you currently? (required)
    • Not active
    • 1-2 sessions per week
    • 3-4 sessions per week
    • 5+ sessions per week
  2. Do you have any current injuries or pain affecting training? (required)
    • No
    • Yes, I will complete a health screening
  3. Where do you want your sessions to take place? (required)
    • At my home
    • At my gym
    • Outdoors / park
    • Online session
    • Unsure
  4. What equipment will you have access to? (required)
  5. How many sessions per week do you want to start with? (required)
    • 1 session per week
    • 2 sessions per week
    • 3 sessions per week
    • Unsure, please advise

Questions about this form template

Do I need to be fit before I start personal training?

No, a trainer usually starts from your current activity level and builds from there. The form asks how active you are now so the starting point matches reality.

Can personal training work around a bad back, knee, or shoulder?

Often, yes, but the coach needs the specifics before deciding what to change. The form asks about current injuries or pain affecting training so that risk gets flagged early.

What should a personal training intake form ask?

A personal training intake form typically asks for contact details, activity level, injuries or pain, where sessions will happen, what equipment is available, and a starting session frequency. This template covers each of those points in its questions.

Where do personal training sessions happen, and what equipment do I need?

Sessions might happen at home, at a gym, outdoors, or online, and equipment depends on the setting. The form captures the planned location and asks what equipment you’ll have access to.

How many personal training sessions per week should I start with?

The starting number depends on your goals, schedule, and recovery, so coaches usually agree a starting frequency before programming. The form asks you to pick 1, 2, or 3 sessions per week, or request advice.

What happens after I submit a personal training intake form?

The trainer reviews your answers and follows up with next steps. The intro text in this template also notes that a health form may be emailed if needed.

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