Describe your coaching service. Makeform creates an online intake for fitness history, goals, availability, preferences, equipment, and health screening answers.
Send new client intakes to Google Sheets, Slack, and Zapier.
Sample prompts for the builder
Choose a prompt, adapt it, or send it to the builder. Every example is editable.
Audience
Adults starting private personal training
Format
Multi-step intake with conditional screening
Prompt size
394 chars
Example form structure
Multi-step intake with conditional screening
Contact details and preferred contact method
What are your primary fitness goals?
Describe your current exercise routine
Any injury, pain, condition, or activity restriction?
Preferred days and session times
Suggested routing tags
Ready to schedule
Needs follow-up
Online coaching
Ask separately about goals, current routine, and barriers so each answer is useful in the first conversation.
Step 1
Ask
goals, history, preferences, and screening
Step 2
Review
trainer checks context before the consultation
Step 3
Discuss
client and trainer clarify answers together
Step 4
Start
first sessions reflect the collected details
A better first consultation
Review goals, training history, practical constraints, and answers needing discussion before the consultation.
Collect goals, habits, experience, equipment, and availability in structured fields.
Open a detail field only after a screening answer needs context.
Route completed intakes so trainers can flag points to discuss.
Fit the coaching offer
Match examples, choices, and routing to the way you coach.
Goals, training background, preferences, and recurring availability.
Time zone, equipment, location, check-ins, and session length.
Training history, movement familiarity, barriers, and priorities.
Class choice, experience, and answers needing follow-up.
Intake workflow
Organize useful information into short sections and add a review step.
Describe the service, clients, and details needed before consultation.
Use relevant goals, real session windows, and few required questions.
Request context after yes answers and route them for human review.
Share the link, review the submission, and clarify next steps.
Intake form vs chat vs generic PDF
A tailored form asks consistent questions and leaves room for follow-up.
Field guide
Use six short sections, plain wording, and a clear reason for sensitive questions.
Client basics
Capture what you need to identify, contact, and schedule the client. Ask for an emergency contact only when your process uses it.
Goals & motivation
Ask what clients want, why it matters, and what progress means to them without promising an outcome or imposing a timeline.
Current activity
Ask what the client currently does, how often, and for how long. Neutral wording produces more useful detail.
Training history
Past experience reveals familiar movements and coaching settings, plus consistency barriers worth discussing.
Health screening
Ask clearly about pain, injuries, relevant concerns, medications affecting exercise, and activity restrictions. Request details after yes answers; do not automate readiness decisions.
Logistics & preferences
Connect goals with available time, location, equipment, and support preferences using choices that are easy to scan.
Related tools
Pair intake with scheduling, assessment, registration, and wellness questionnaires using live Makeform tools.
Create a broader client intake for contact details, needs, expectations, and onboarding information.
Open toolDraft a structured questionnaire for self-reported health and lifestyle context.
Open toolCollect class selection, availability, and participant details for scheduled sessions.
Open toolBuild an online registration flow for new gym members and their contact information.
Open toolLet clients request a coaching time and share the focus of the upcoming session.
Open toolGather wellness goals, routines, preferences, and background for a broader coaching conversation.
Open toolFAQ
Answers for trainers and gym teams improving client onboarding.
It is a pre-training questionnaire covering contact details, goals, current activity, experience, logistics, preferences, and screening answers. A trainer reviews it to guide the consultation; the form does not determine suitable exercise.
Ask about goals, motivation, current activity, past attempts, barriers, schedule, location, equipment, and coaching preferences. Screen for pain, injuries, relevant conditions, medications affecting activity, and stated restrictions, with space to explain yes answers.
Keep only questions used in consultation or onboarding. Use short sections, structured choices for logistics, and text boxes for goals or follow-up. Conditional logic hides detail prompts until they are relevant.
Yes. A yes answer can reveal a context field and flag the submission. Route it for trainer review instead of producing an automated health conclusion.
Yes. Ask shared questions first, then show location, equipment, time-zone, and communication fields based on online, in-person, or hybrid service. Separate forms also work for distinct onboarding processes.
Yes. Makeform supports unlimited free forms and responses, so you can generate, edit, share, and continue collecting client intakes without a response cap. The paid tier removes the Makeform badge.
Ask only for needed information, explain why, limit who reviews it, and avoid unnecessary detail. For specific record-handling obligations, choose the process and wording with appropriate professional input.
Responses arrive as structured submissions. Notify the trainer, add follow-up tags, or connect Google Sheets, Slack, and Zapier. Review each intake and clarify incomplete answers with the client.
Make the first consultation more focused.
