Every effective health coaching relationship begins with a clear picture of where the client is today. This intake form collects health history, current habits, primary goals, and prior attempts — giving you everything you need to design a personalized health plan before your first session.
A health coaching intake form does more than collect information — it starts the coaching process. By asking clients to articulate their health history, current habits, and the specific challenges they've already faced, the form itself prompts self-reflection that sets the tone for accountability and change.
This template is built for the realities of health coaching practice. The health challenges checkbox captures comorbidities that affect program design. The 'what have you tried' field is invaluable — clients who've done keto, tried every supplement, and worked with personal trainers need a different approach than someone just starting out. And the doctor clearance question protects both coach and client from a professional liability standpoint.
formformform handles these sensitive intake forms securely and delivers submissions instantly. Coaches can review the full intake before the first session and arrive with a program framework already in mind, which clients experience as expertise and preparation — a strong start to any coaching relationship.
Captures body composition goals, eating patterns, dieting history, and emotional relationship with food for weight loss program design.
Collects menstrual cycle details, perimenopause symptoms, energy patterns, and lab history for coaches specializing in hormonal balance.
Gathers digestive symptoms, food sensitivities, antibiotic history, and elimination patterns for functional gut health coaching programs.
Captures workplace stress factors, sedentary patterns, and worksite wellness goals for employees participating in employer-sponsored programs.
Documents diagnosis, medication, and lifestyle factors for coaches helping clients with diabetes, hypertension, or autoimmune conditions manage symptoms through behavior change.
Gathers recovery status, breastfeeding context, sleep deprivation level, and new-parent health goals for postnatal wellness coaching.
Captures symptom severity, hormone therapy status, and lifestyle goals for coaches specializing in guiding women through menopause transitions.
Collects sport type, training volume, race or competition schedule, and fueling challenges for endurance athletes and competitive sports nutrition coaching.
Gathers inflammatory markers, dietary patterns, and symptom triggers for coaches helping clients reduce systemic inflammation through food and lifestyle.
Collects child health history, dietary habits, activity level, and parent goals for coaches working with families to improve children's health.
Captures stress triggers, coping mechanisms, sleep quality, and mood patterns for health coaches addressing burnout and mental wellness.
Gathers mobility limitations, medication interactions, social engagement levels, and independence goals for older adult health coaching programs.
Click 'Use this template' to open this health coaching intake form in formformform.
Customize the primary health goal dropdown to match your coaching specialty — remove goals outside your scope of practice.
Add any specialty-specific questions, such as a food diary field for nutrition coaches or movement history for fitness-focused health coaches.
Consider adding a waiver or disclaimer paragraph if your practice requires one.
Set your notification email to receive each intake form the moment a client submits it.
Share the form link via your booking confirmation email or practice management platform.
it's both a professional responsibility and a signal to clients that their safety is your priority. Document their response.
clients who have tried and failed the same approach multiple times need a fundamentally different strategy, not the same advice worded differently.
structured options are easier to complete and ensure you don't miss critical conditions.
some clients are sensitive about disclosing numbers before trust is established. Making it optional gets you more completions.
if a client checks 'autoimmune condition' and 'chronic fatigue' and hasn't seen a doctor in years, your first session agenda just wrote itself.
reference them at program checkpoints to demonstrate progress and show clients how far they've come.
At minimum: primary health goal, basic health history, current habits (diet, movement, sleep, stress), any diagnoses or conditions, what approaches have already been tried, and doctor clearance status. Age and commitment level help with program personalization.
Best practice is yes. Health coaches operate within a scope of practice that excludes medical diagnosis and treatment. Documenting that a client has physician awareness or clearance protects the coach professionally and ensures clients aren't substituting coaching for necessary medical care.
Health coaching addresses the full lifestyle picture — nutrition, sleep, stress, habits, mindset, and movement — rather than training sessions alone. The intake form reflects this breadth, asking about all lifestyle domains rather than just fitness history.
Yes — the form works identically for in-person and virtual clients. The share link can be sent via email, embedded in a scheduling confirmation, or placed on your website.
Health coaches are typically not HIPAA-covered entities unless they work within a healthcare system. However, if you receive protected health information, consult a compliance advisor. For standard health coaching practices, formformform's data handling is appropriate.
A refresh every 3–6 months is common in ongoing coaching relationships. You can reuse this template or send a shorter 'progress check-in' form to capture changes since the original intake.
Gather client background, goals, and challenges before the first coaching session.
Understand clients' career stage, frustrations, and goals before the first career coaching session.
Let prospects request a discovery call and share their challenges and goals upfront.
Match prospective clients with the right trainer and package.
Gather client background and goals before the first therapy session.
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Use this template