Personal Trainer Consultation Form

Get access to a free Personal Trainer Consultation Form you can use for your fitness business. Download the PDF template and sample here.

By Ericka Pingol on Jul 15, 2024.


Fact Checked by Nate Lacson.

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Personal Trainer Consultation Form PDF Example
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What is a personal trainer?

A personal trainer is a fitness professional who works one-on-one with clients to help them reach their health and fitness goals. They are knowledgeable in exercise science and use this expertise to design personalized workout plans and provide guidance on proper form and technique.

Personal trainers can work in various settings, such as gyms and studios, or even offer virtual training sessions. They may also specialize in specific areas, such as weight loss, athletic performance, or injury rehabilitation.

Individuals may work with a personal trainer for many reasons, including motivation, accountability, and personalized attention. Trainers also educate clients on proper nutrition and lifestyle habits to support their overall health and well-being.

It is important to note that personal trainers are not medical professionals and should not be used as a replacement for a doctor's advice. However, they can work alongside healthcare professionals to help individuals manage and improve certain health conditions through exercise.

Personal Trainer Consultation Form Template

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Personal Trainer Consultation Form Example

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What is a Personal Trainer Consultation Form?

A Personal Trainer Consultation Form is a document personal trainers use to gather important information about their clients before starting a training program. This form helps the trainer understand the client's fitness level, goals, and any health considerations that may impact their training.

The information collected in this form helps the trainer create a safe and effective individualized plan for the client. This may include modifications for any pre-existing injuries or health conditions, as well as a detailed understanding of the client's fitness history and current abilities.

The Personal Trainer Consultation Form may also cover topics such as lifestyle habits, nutrition, and personal preferences to ensure that the trainer can design an enjoyable and sustainable program for their client. This form may also be used with a personal trainer liability waiver, a client lifestyle questionnaire, a client accountability form, or a physical activity readiness questionnaire to better assess the client's goals and motivations.

Why is a consultation form important for a personal trainer?

A consultation form is important for a trainer's coaching process because it allows them to gather critical information about their client, which in turn helps them create an effective and safe training program. Here are some specific reasons why a consultation form is essential for personal trainers:

  • Understanding the client's fitness level: The Personal Trainer Consultation Form provides important details about the client's current fitness level, such as their exercise history, previous injuries, and any health concerns. During the client intake process, information helps the trainer design a program appropriate for their abilities.
  • Identifying goals: The form also asks the client about their fitness goals, ranging from weight loss to strength training to improving overall health. Knowing these goals allows the trainer to create a customized plan that aligns with the client's objectives.
  • Gathering lifestyle information: The form may also include questions about the client's lifestyle habits, such as their job, daily routine, and stress levels. These factors can impact a person's ability to stick to a workout program or affect their energy levels during exercise.
  • Assessing nutrition habits and cardiovascular fitness: Trainers may ask about the client's eating habits and fitness level as part of the consultation form. This information can help them recommend a healthy diet that supports the client's fitness goals.
  • Taking precautionary measures: The form may also ask personal training clients about any existing medical conditions or medications they're taking. This information allows the trainer to modify exercises or avoid certain movements that could be harmful to the client.

How does our Personal Trainer Consultation Form template work?

Our printable Personal Trainer Consultation Form template is fully digital and easy to use. Follow these steps to get started:

Step 1: Download the form

Use the link on this page to get a copy of our Personal Trainer Consultation Form. You may also access it via the Carepatron app or our resources library, which also houses helpful templates like a client agreement form, monthly review form, and more.

Step 2: Print or use the digital format

You may print the form and ask your client to fill it out by hand. You can also use the digital format to save time and paper. Our digital format allows for easy editing and sharing with your clients.

Step 3: Ask your client to complete the template

Give your client ample time to complete the Personal Trainer Consultation Form before their first session with you. Encourage them to answer each question as accurately and honestly as possible.

Step 4: Review the completed form

Once your client has submitted the filled-out form, take some time to review it thoroughly. Pay special attention to any health conditions or injuries that may affect their training. This will help you design a personalized and safe training program for them.

Step 5: Save and revisit

Save a copy of the completed form and revisit it regularly with your client. This will help you track their progress, adjust their goals, and change their training program.

What are the benefits of using our free personal trainer forms?

Carepatron's Personal Trainer Consultation Form makes it easy for a fitness or personal training business to gather essential information about a client's health and fitness background. Here are some of the form's other benefits:

Fully digital

Our form is fully digital, meaning you can access it from any device, anywhere. It's also customizable, so you can tailor the fields to fit your specific needs and preferences.


Gathering information about a client's health and fitness background usually takes time during an initial consultation. With our form, the process becomes quicker and more efficient as clients can fill out the form at their convenience before their session, saving you and your clients time.

Organized record-keeping

You can also use our form to keep track of client information and progress over time. This can help you monitor your clients' fitness journey and make adjustments as needed.

Enhances communication

By utilizing our digital Personal Trainer Consultation Form, you establish a clear and open line of communication with your clients from the get-go. It makes it easier for clients to share relevant information with you and for you to provide personalized recommendations.

What is the purpose of a consultation form for personal trainers?
What is the purpose of a consultation form for personal trainers?

Commonly asked questions

What is the purpose of a consultation form for personal trainers?

A consultation form for personal trainers helps gather important information about a client's health, fitness goals, and any pre-existing medical conditions or injuries. This allows the trainer to create a personalized training plan that meets the client's specific needs and avoids potential risks.

Do all personal trainers use consultation forms?

Not all personal trainers use consultation forms, but it is highly recommended. Trainers should gather as much information about their clients as possible to provide safe and effective training programs.

What information should be included in a consultation form for personal trainers?

A consultation form should include basic personal information such as name, age, and contact information. It should also include questions about the client's medical history, current fitness level, and specific goals. Additionally, the form may ask about any limitations or injuries that may affect their training.

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