Client Intake Template For Trainers And Physios

Intake Should Reduce Future Friction

A good intake form is not about collecting every possible detail. It should provide just enough context to make session-to-session tracking reliable.

A good intake form is not about collecting every possible detail. It should provide just enough context to make session-to-session tracking reliable.

When intake is overbuilt, practitioners stop using it consistently and client records lose value quickly.

Core Fields To Include

Include contact basics, current goals, baseline metrics, and key contraindications. Add consent and waiver capture in the same workflow to avoid missing legal records. Use role-based starter templates for trainer and physio use cases, then customize only where your process truly differs.

Keep Language Plain

Avoid jargon unless clinically required. Plain labels improve completion speed and reduce follow-up clarification. Your intake should be easy enough for a new assistant or partner to use correctly on day one.