Personal Training Intake Form Template

A personal training intake template is a customizable skeleton for the kinds of independent trainers, multi-trainer studios, and online-first PTs who need different intake depth based on their model. The skeleton ships with: identity capture, three-field goal hierarchy (primary outcome, secondary outcome, vanity goal), training history block (years lifting, years running, sport background), 1RM-testing-comfort and RPE-familiarity attestations, body-comp readiness (DEXA, InBody, BodPod, calipers — togglable), injury history with surgical-procedure dropdown and year fields, off-site-session waiver stub for in-home/park trainers, available-equipment capture stub for remote PTs, and a release-paragraph stub with placeholder for LLC name.

Template customization layers handle the difference between a powerlifting-focused trainer (who enables 1RM and equipped/raw branches), a yoga-and-mobility coach (who disables 1RM entirely and enables a flexibility-baseline block), a post-rehab PT (who enables physician-clearance upload as default rather than conditional), and a senior-population trainer (who enables fall-history capture and balance baseline). Templates that ship as one-size-fits-all flatten the depth that matters for program design.

Template-deployment mistakes include leaving the LLC-name placeholder in the release paragraph live ("YOUR LLC NAME HERE" appearing on signed releases), keeping all conditional branches enabled even when the trainer doesn't work with that population, deploying without removing the off-site-session stub for trainers who only work in their own studio, and not customizing the body-comp tool list to what the trainer actually owns (defaulting to DEXA when the trainer only has calipers gives misleading expectations to clients).

Templates aren't legal advice. The release paragraph requires attorney review for state-specific enforceability — Virginia and Louisiana don't enforce pre-injury waivers; Massachusetts enforces absent gross negligence. NSCA scope of practice means flagged surgical-history items must route to physician-clearance steps, not trainer review. Off-site-session waivers need additional language and homeowner-insurance verification. LLC trainers need the LLC properly named in the release paragraph for the entity shield to apply. ACSM pre-participation screening should drive the question set.

Multi-trainer studios commonly deploy a single intake template across 4-12 trainers with per-trainer overrides for goal-population focus, body-comp tools, and off-site-session enablement. Independent trainers customize a template once and then make minor tweaks per client population. Templates save 4-8 hours of initial setup compared to building from scratch, and they catch common omissions (goal-hierarchy splitting, RPE-familiarity capture, surgical-procedure dropdown depth) that trainers building their own form for the first time often miss.

You'll receive a customizable PT intake template with three-field goal hierarchy, training-history block, conditional branches for trainer specialty (togglable), surgical-history dropdown with physician-clearance upload stub, off-site-session and available-equipment stubs, and a release-paragraph stub with LLC-name placeholder marked for attorney review.

A PT-specific template beats generic intake-form templates because goal-hierarchy splitting, surgical-procedure dropdowns, RPE-familiarity capture, and off-site-session stubs ship pre-built. Compared to PT-management platforms' bundled intake (Trainerize, TrueCoach), the standalone template offers flexibility on conditional branching that bundled platforms don't expose. Compared to building from scratch, the template saves 4-8 hours and catches common omissions that first-time form builders typically miss.