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Personal training consultation form template

Move past a form that just asks about fitness goals and preferred workout times. Screen for the health history that determines whether it's actually safe to start, and keep a clear line between fitness coaching and nutrition advice you're not licensed to give.

Personal training consultation form template

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A consultation form that jumps straight to goals and scheduling skips the question that actually determines whether training should start at all. The Physical Activity Readiness Questionnaire for Everyone, PAR-Q+, is the internationally recognized standard for pre-participation screening, built to flag when someone should check with a doctor or a qualified exercise professional before ramping up activity. That screening isn't just good practice, when a personal trainer's negligence gets challenged, the claim regularly comes down to whether the trainer accounted for a client's pre-existing conditions when building the program, which is hard to argue you did if you never asked.

The same form also has to draw a line most trainers don't think about until it's a problem: nutrition advice. The American Council on Exercise is specific about where that line sits, sharing general resources like the Dietary Guidelines for Americans or MyPlate is fine, but building an individualized meal plan, running a nutritional assessment, or offering nutrition counseling isn't, unless you're also a licensed dietitian or nutritionist, and the rules for what requires that license vary by state. A form that asks detailed diet questions and promises a "custom meal plan" can walk a trainer past that boundary without anyone noticing until it's questioned.

Typeform's personal training consultation form leads with PAR-Q+-style health screening questions, flags anything that suggests a client should get medical clearance first, and keeps nutrition questions scoped to general goals rather than an intake for individualized meal planning, with conditional logic routing a flagged response to a note recommending a doctor's clearance before the first session gets scheduled. Every submitted consultation becomes a timestamped record of what the client disclosed, what was flagged, and what was recommended, the file you want if an injury gets questioned or you need to show the screening happened before training, not after.

Personal training consultation form template FAQs:

A personal training consultation form collects what a trainer needs before starting a program: health history and pre-participation screening, fitness goals, relevant injuries or conditions, and general nutrition goals. It's what determines whether training can start as planned or needs a doctor's clearance first.

Because it's the basis for whether training is actually safe, and it's central to how a trainer's standard of care gets judged if something goes wrong. The PAR-Q+ is the internationally recognized standard for this kind of screening, designed to flag when someone should check with a doctor or a qualified exercise professional before increasing physical activity. Negligence claims against personal trainers often turn on whether the trainer accounted for a client's pre-existing conditions, which requires having asked about them first.

Generally, no, unless the trainer is also a licensed dietitian or nutritionist. The American Council on Exercise draws the line at individualized recommendations: trainers can share general resources like the Dietary Guidelines for Americans, but building a personalized meal plan, running a nutritional assessment, or offering nutrition counseling crosses into practicing dietetics. The specific licensing requirements vary by state, so confirm what's allowed where you practice.

Capture enough to confirm training can start safely and stay within scope:

  • Client name and contact information
  • Health history and PAR-Q+-style screening questions
  • Any current injuries, conditions, or medications that affect exercise
  • Fitness goals and experience level
  • General nutrition goals, kept separate from individualized meal planning
  • Signature and date acknowledging the information provided is accurate

Yes. Typeform lets clients fill out their consultation form from any device before they arrive, and its signature question lets them sign by typing, drawing, or uploading their signature. It time-stamps the signature the moment they submit and locks the response so it can't be changed afterward, generating a PDF you can keep on file. It's available on Typeform's Growth Flow, Growth Custom, and Enterprise plans.

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