Health History Form Template: Free Template and Guide for 2026
A health history form template gives personal trainers and health coaches a consistent way to learn, before the first session, what a new client's body has been through and whether anything needs a doctor's clearance before training or nutrition changes start. The template below has ten sections: contact and emergency details, goals, a yes/no clearance screen, conditions and medications, injuries and pain, pregnancy and hormones, lifestyle, eating history, training preferences, and a consent and scope statement with a signature. Copy it, fill in the bracketed parts, and you have a working intake document today.
We make Coachful, so here is where it fits: in Coachful, the health history questions are asked when a client books their first call, the coaching agreement is signed before that call, and the answers are stored on the client record next to their check-ins, habits and payments. You do not need Coachful to use the template, and the rest of this guide covers paper, Google Forms, e-signature tools and practice software too. One boundary runs through every section: coaching is not medical care, and Coachful is not HIPAA-certified, so the form collects what you need to coach safely and nothing that belongs in a clinical chart.
What is a health history form, and why does a trainer or health coach need one?
A health history form is a short questionnaire a client completes before training or coaching starts, covering medical conditions, medications, injuries and lifestyle so you can spot risks and decide whether to ask for medical clearance. For trainers and health coaches it does three jobs: it screens for red flags, it shapes the first program, and it records that the client was told what coaching does and does not include.
The screening logic most fitness professionals use comes from the American College of Sports Medicine. Its updated preparticipation screening recommendations (Riebe et al., 2015, on PubMed) shifted the focus to three questions: does the person exercise regularly now, do they have known cardiovascular, metabolic or renal disease, and do they have signs or symptoms suggesting it. The template's clearance section is built around those questions. It also borrows the spirit of the PAR-Q+ (the Physical Activity Readiness Questionnaire for Everyone), which is a copyrighted form, so the questions below are paraphrased and not reproduced. If you want the official PAR-Q+, use the published version from its authors alongside this template.
If you coach nutrition or broader wellness rather than training, the companion piece Health Coaching Intake Form: Eight Sections and a Template goes deeper on goals and motivation. This article stays on health history.
The health history form template (copy and adapt)
Replace everything in [brackets]. Keep the yes/no format in Section 3: it is faster for the client and gives you a clear trigger for clearance. Ask for short answers, not records.
[Your business name] Health History Form
For training and health coaching clients of [Your name, credential, e.g. NASM-CPT or NBC-HWC]. Please complete this before your first session on [date]. It takes about 10 minutes. You can skip any question you prefer not to answer; we will talk about it in person if needed.
Section 1. About you
- Full name: [ ]
- Date of birth: [ ]
- Email and mobile number: [ ]
- Time zone and preferred training location (studio, home, gym, online): [ ]
- Emergency contact name, relationship and phone number: [ ]
- Do you have a primary care doctor or other health professional you see regularly? If yes, their name and practice (optional): [ ]
Section 2. Your goals and background
- What do you want to be different in 12 weeks? Be as specific as you can (for example: "walk 10,000 steps without knee pain" or "deadlift my body weight"): [ ]
- Why now? What made you reach out this month? [ ]
- How would you describe your current activity? (a) Mostly sitting, under 30 minutes of planned exercise a week (b) Some activity, 1 to 2 sessions a week (c) Regular exercise, 3 or more sessions of at least 30 minutes a week for the last 3 months
- What training or coaching have you done before, and what worked or did not? [ ]
Section 3. Readiness screen (yes or no)
If you answer yes to any question in this section, we will ask you to check with your doctor before we begin exercise or change your diet. This is standard practice, not a judgement.
- Has a doctor ever told you that you have a heart condition, high blood pressure, or that you should only exercise under medical supervision? Yes / No
- Do you feel pain, pressure or tightness in your chest, at rest or when you are active? Yes / No
- In the past 12 months, have you lost your balance because of dizziness, or fainted or lost consciousness? Yes / No
- Do you get unusually short of breath with light effort, such as climbing one flight of stairs, or wake at night short of breath? Yes / No
- Have you been diagnosed with diabetes, kidney disease, liver disease, or another long-term condition? Yes / No. If yes, which: [ ]
- Do you take prescribed medication for a long-term condition? Yes / No
- Do you have a bone, joint or soft tissue problem that could get worse with more activity? Yes / No
- Have you had surgery, a hospital stay or a new diagnosis in the past 12 months? Yes / No
Section 4. Conditions and medications
You do not need to send medical records. A short note is enough for us to plan safely.
- List any conditions you are currently managing (for example asthma, thyroid condition, high cholesterol, osteoporosis, migraines): [ ]
- Do any of your medications affect your heart rate, blood pressure, blood sugar, balance or energy? Yes / No / Not sure. If yes or not sure, the medication name: [ ]
- If you use insulin or medication that can cause low blood sugar, have you had a low in the past 3 months? Yes / No / Not applicable
- Do you carry an inhaler, EpiPen or glucose tablets? Where should we know to find them? [ ]
- Any food allergies or intolerances we need to respect in meal suggestions? [ ]
Section 5. Injuries, surgery and pain
- Any past injuries or surgeries (body part, roughly when, fully recovered or not): [ ]
- Where do you feel pain or stiffness now? Rate it 0 to 10 at its worst in the last week: [ ]
- Which movements make it worse (for example: overhead pressing, running downhill, deep squats, sitting for long periods)? [ ]
- Are you currently seeing a physiotherapist, chiropractor or doctor for this? Any restrictions they gave you: [ ]
Section 6. Pregnancy and hormonal health (answer only if relevant)
- Are you pregnant, trying to conceive, or less than 12 months postpartum? Yes / No / Prefer not to say
- If postpartum: has your doctor or midwife cleared you for exercise, and have you noticed any leaking, heaviness or abdominal separation? [ ]
- Are you in perimenopause or menopause, or noticing changes in sleep, energy or recovery you think are hormonal? [ ]
Section 7. Lifestyle
- Average hours of sleep on a work night, and how rested you feel on waking (1 to 5): [ ]
- Stress level over the past month (1 to 10), and the main sources if you want to share: [ ]
- Your job: mostly sitting, mostly standing, or physically demanding? [ ]
- Alcohol: drinks in a typical week: [ ]
- Do you smoke or vape? Yes / No / Quit within the past 6 months
- Steps per day, if you track them: [ ]
Section 8. Eating history
- Describe a typical day of eating, roughly (no need to weigh anything): [ ]
- Have you followed a specific diet in the past year (for example low-carb, plant-based, intermittent fasting, a medically prescribed diet)? [ ]
- Have you ever been diagnosed with or treated for an eating disorder, or do you feel your relationship with food is difficult right now? Yes / No / Prefer to discuss in person
- Are you taking any supplements, weight-loss medication or meal replacements? [ ]
Section 9. Training preferences and logistics
- Days and times you can realistically train: [ ]
- Equipment you have access to (for example: full gym, dumbbells to [x] kg, bands, none): [ ]
- Exercises or activities you enjoy, and any you want to avoid: [ ]
- How would you like progress tracked? (photos, measurements, strength numbers, how clothes fit, energy, none of these): [ ]
Section 10. Consent, scope and signature
- I understand that [Your business name] provides fitness and health coaching. It does not diagnose, treat or replace care from a doctor, dietitian, physiotherapist or mental health professional.
- I have answered honestly and will tell my coach before my next session if my health, medications or pregnancy status change.
- If I answered yes in Section 3, I will get clearance from my doctor before starting, and I understand my coach may pause or adjust training until I do.
- I agree that my coach may stop a session if I show signs of distress, and may call my emergency contact or emergency services if needed.
- I understand my answers are stored in [where you store them, e.g. my coach's client management platform], used only to plan my coaching, and kept until [retention period, e.g. 2 years after coaching ends] unless I ask for them to be deleted sooner. Contact [email] for a copy or deletion.
- Optional: I consent to my coach contacting the health professional named in Section 1 about my exercise plan. Yes / No
Client signature: [ ] Date: [ ]
Coach signature: [ ] Date: [ ]
What does each section do, and what should you watch for?
Each section either screens for risk, shapes the program, or protects you and the client. The table shows which, and the answers that should change what you do next.
| Section | Why it matters | What to watch for |
|---|---|---|
| 1. About you | Lets you reach the client and someone else in an emergency; records their regular health professional. | A missing emergency contact. Do not run a first session without one. |
| 2. Goals and background | Current activity level is one of the three inputs in ACSM's screening logic and sets your starting intensity. | Sedentary clients with big, fast goals. Plan a slower ramp and say why. |
| 3. Readiness screen | A simple yes/no trigger for medical clearance before exercise or diet changes. | Any yes. Pause, ask for clearance, and note the date it arrives. |
| 4. Conditions and medications | Some medicines change heart rate response, blood sugar or balance, which affects how you read effort and plan sessions. | Beta blockers (heart rate zones will mislead), insulin with recent lows, "not sure" answers. |
| 5. Injuries and pain | Shapes exercise selection and tells you who else is involved in the client's care. | Pain above 5 out of 10, pain that is getting worse, or restrictions from a physiotherapist you must follow. |
| 6. Pregnancy and hormones | Pregnancy and the postpartum year change what is safe; midlife changes affect recovery and expectations. | No postpartum clearance, symptoms of pelvic floor dysfunction, complications in pregnancy. |
| 7. Lifestyle | Sleep, stress and job demands predict adherence and recovery better than motivation does. | Very short sleep combined with high stress: start smaller than the client wants. |
| 8. Eating history | Tells you whether nutrition coaching is appropriate and how to frame it. | Past or current eating disorder, weight-loss medication, or a medically prescribed diet. Coordinate or refer. |
| 9. Preferences and logistics | Turns screening into a program the client can actually follow. | A schedule that does not match the goal; equipment that rules out the obvious plan. |
| 10. Consent and signature | States your scope, the client's duty to update you, and how their data is handled. | An unsigned form, or a retention period you cannot honour with your current tools. |
For more question ideas you can swap in, see 15 Coaching Intake Form Questions With Practical Examples.
Which red flags need medical clearance before you start?
Any yes in Section 3 needs a doctor's clearance before exercise or diet changes begin, and some answers elsewhere should stop a session on the spot. Your certification body's guidance takes priority over this list; it is a practical summary, not a clinical protocol.
| Answer or sign | What you do |
|---|---|
| Chest pain, pressure or tightness at rest or during activity | Do not start. Ask the client to see their doctor before any training. During a session, stop and call emergency services if it is new or severe. |
| Fainting, loss of consciousness or dizziness causing falls in the past year | Written clearance before training. |
| Unusual breathlessness with light effort, or at night | Clearance before training. |
| Known heart, metabolic (including diabetes) or kidney disease, especially if the client is not currently active | Clearance before starting moderate or vigorous exercise, in line with the ACSM screening approach. |
| Recent surgery, hospital stay or new diagnosis | Clearance, plus any restrictions in writing. |
| Insulin or sulfonylurea use with recent low blood sugar | Clearance and a plan for lows before training; keep fast-acting glucose at sessions. |
| Pregnancy with complications, or postpartum without clearance | Clearance from their doctor or midwife. |
| Current or past eating disorder, or signs of restriction | No calorie targets or weigh-ins without the client's treatment team involved; refer if they have none. |
| Pain that is worsening, numb or tingling limbs, or unexplained weight loss | Refer to a doctor or physiotherapist before loading that area. |
| Disclosure of thoughts of self-harm | Stop coaching the topic, share crisis line details for their country, and refer to a mental health professional. |
Keep a one-line note of each clearance: date requested, date received, and any restrictions. You do not need to keep the doctor's letter itself on your coaching platform; seeing it and recording that it exists is usually enough.
What must trainers and health coaches add for their own practice?
Four things change by location and credential: your scope statement, your safety plan, how you handle health data, and the law where your clients live. Adjust the template for each before you send it.
Scope of practice
Name what you do in plain words. A certified personal trainer designs and supervises exercise. A health coach supports behaviour change. Neither diagnoses, prescribes, or writes therapeutic meal plans for medical conditions; in many US states and other countries, medical nutrition therapy is reserved for registered dietitians or other licensed professionals. If your certification body publishes a scope statement, quote its substance in Section 10. If you are also a licensed clinician (a physiotherapist or dietitian, for example), your clinical intake belongs in your clinical system, not this form.
Safety plan
Add the details that matter at your location: where the nearest defibrillator is, who on site holds first aid and CPR certification, and what happens if a client feels unwell on an online session (you have their address and emergency contact, and you know the emergency number in their country).
Sensitive data
Health answers are sensitive. In the EU and UK, data about health is a special category under Article 9 of the GDPR, so you need explicit consent or another lawful basis, a clear purpose and a retention limit, which is why Section 10 asks for consent and names a retention period. In the US, HIPAA applies to covered entities such as healthcare providers that bill insurance electronically, health plans and clearinghouses (HHS explains who counts). Many independent trainers and coaches are not covered entities, but if you work inside a clinic, take insurance, or receive referrals under a clinic's agreement, you may be. Coachful is not HIPAA-certified and does not sign a business associate agreement, so if HIPAA applies to you, keep protected health information in a HIPAA-compliant clinical system.
Practical rule for every coach: collect yes/no answers and short notes, not lab results, scans or doctors' letters. The less you hold, the less you have to protect.
Local law and insurance
Your liability insurer may require specific wording, a separate waiver, or proof of clearance for certain conditions. Ask them for their requirements and add them. A health history form is not a liability waiver; if you use one, keep it as a separate document, which you can send alongside your agreement (see coaching contracts in Coachful).
What does a completed health history form look like?
Here is a filled example for a fictional client, condensed to the answers that drive decisions. Dana is invented; no real client data is shown.
Example only. Fictional client: Dana R., 46, online coaching client.
Goal (Q7): "Get back to running 5 km three times a week without my right knee aching, and feel less wiped out in the afternoons."
Activity (Q9): (b) Walks the dog daily, one spin class a week.
Readiness screen (Q11 to Q18): Yes to Q11 (told blood pressure was "a bit high" at a check-up 8 months ago; taking medication). Yes to Q16. No to all others.
Medications (Q20): "Yes, amlodipine for blood pressure."
Injuries (Q24 to Q27): Right knee arthroscopy in 2019, "mostly fine." Knee pain 4 out of 10 after running downhill. No current physiotherapy.
Hormonal health (Q30): "Probably perimenopause. Sleep is worse than two years ago."
Lifestyle (Q31 to Q36): 6 hours of sleep, rested 2 out of 5. Stress 7 out of 10 (work deadline season). Desk job. 4 to 6 drinks a week. Non-smoker.
Eating history (Q37 to Q40): Skips breakfast, large dinner. No eating disorder history. Takes vitamin D.
Logistics (Q41 to Q44): Mornings before 7:30, Monday, Wednesday, Saturday. Dumbbells to 10 kg, a bench, a park nearby. Wants strength numbers and energy tracked, not photos.
What the coach does with it: two yeses in Section 3, so the coach sends a short note asking Dana to confirm with their doctor that a walk-run program and strength training are fine, and records the date clearance comes back. Meanwhile, the first week is limited to what Dana already does safely: dog walks and a mobility routine, plus a sleep habit and a protein-at-breakfast habit. Effort is tracked by perceived exertion rather than heart rate, since blood pressure medication is in the picture. Downhill running is left out of the first block because of the knee. No nutrition targets are set until the coach knows whether Dana's doctor has dietary advice for blood pressure.
How should you send, sign and store the form?
The best option keeps the answers on the same client record you coach from, so you see them when you plan, not only on day one. Prices below are as listed in October 2026 and change often; check the vendor's site before you buy.
| Option | Price (as listed October 2026) | Signing | Where answers live | Watch for |
|---|---|---|---|---|
| Coachful | Lite: $29/month for up to 5 clients | Coaching agreement with e-signature sent before the first call; signed PDFs can also be added to the client | Client record, with intake answers, check-ins, habits, sessions and payments | Not HIPAA-certified; keep clinical records in a clinical system |
| PDF or Word file by email | No software cost | Print and sign, or sign in a PDF reader | Your inbox and downloads folder | Attachments get lost; no reminder when the client has not returned it |
| Google Forms or Google Docs | Included with a Google account | No built-in legally binding signature in Forms | A spreadsheet of responses, separate from your coaching notes | Sharing settings on the response sheet; easy to expose health data by accident |
| A standalone e-signature tool | Varies by tool | Strong signature audit trail | The e-signature account, as a signed PDF | Answers are locked in a PDF you have to reopen; another login and subscription |
| Practice Better | Sprout $0/mo (3 clients); Starter $35/mo; Professional $69/mo | Signing details not covered here; check the vendor's documentation | The Practice Better client record, alongside charting and a client portal | Built for wellness and nutrition practitioners; portal branding and custom URL start on Plus ($99/mo) |
| Paperbell | $97/mo, single plan | Contracts included | Paperbell client portal | No goal or habit tracking listed; browser only on mobile |
| Dubsado | Starter $35/mo; Premier $55/mo | Forms and contracts | Dubsado project for the client | Starter allows 1 active lead-capture form and has no scheduler; no habits or check-ins |
If you want a ranked comparison of form tools, Top 10 Intake Form Software for Health Coaches and Top 10 Intake Form Software for Nutrition Coaches go tool by tool.
Is a PDF or Google Form good enough to start with?
Yes, for your first few clients, if you add a reminder system and lock down who can see the responses. The weakness shows up later: answers sit somewhere you do not look when you write week six of a program, so a knee issue or a medication change gets forgotten.
Three habits make a basic setup safer. Restrict the response spreadsheet to your own account and never share it by link. Copy the red-flag answers into your client notes the day the form comes back. Re-send Section 3 to every client every six months, or when they tell you something has changed.
How do you run the health history form in Coachful?
Coachful is a coaching platform with one login for the coach and one branded app for the client, covering booking, payments, agreements, programs with habits and check-ins, courses, community and a website. It is built for coaches who deliver programs, not just sessions, and for coaches replacing four to six tools. It does not do clinical record-keeping or insurance billing, and it does not sync with Garmin, Fitbit, Whoop or Oura. You can start with a free trial, and the team will build your setup for you at no charge.
Here is where the health history form sits in a client's journey, step by step.
Step 1: ask the screening questions when the client books
Booking pages support intake questions on booking, so a new client answers Sections 1 to 3 while choosing their first call. Booking pages also handle availability rules, buffers, minimum notice and time-zone detection, and sync both ways with Google, Apple/iCloud and Outlook calendars. Short screening questions at booking mean you see any red flag before the call, not during it.
New enquiries and booked intake calls appear on the Intakes page, so you can open a prospect's answers before you talk. This short walkthrough shows the Intakes page:
Step 2: send the agreement and full form before the first session
Coaching agreements with e-signature are sent before the first call and stored on the client record. Put the Section 10 scope and consent wording in your agreement so it is signed once, in one place. If a client has already signed a paper or PDF version, you can drop the signed PDF into the client's Agreements tab.
For the longer sections (conditions, injuries, lifestyle, eating history), create a form under Forms & Worksheets, one of the resource types in Coachful, and share it with the client in their app. Form responses are part of the client data you can export.
Step 3: read the answers where you coach
The client record holds goals, check-ins, habits, notes, intake answers, tags, payments and sessions, with a status of thriving, active, quiet or at risk. Michelle, the built-in AI assistant, briefs you before sessions from live practice data, so a note like "right knee, avoid downhill running" is in front of you when you plan, not buried in week one.
Step 4: keep the history current with check-ins
Health changes after day one. Use weekly check-ins to ask one standing question, such as "Any new pain, medication or health change since last week?", and morning and evening check-ins for sleep and energy. The Fitness & Nutrition pack adds weekly check-ins, private progress photos and measurements, workout logging with set history, and nutrition targets up to calories and macros, which you switch on only once clearance and scope allow.
Step 5: turn the answers into habits and a program
The lifestyle answers usually point to the first habits: sleep, steps, protein at breakfast. Habits show progress and streaks in the client's app, and multi-week programs carry weekly goals and daily tasks. In the Fitness & Nutrition pack, the workout builder includes an exercise library of illustrated exercises; you attach your own demo videos.
What the client sees
The client sees one branded app: their next session, any task to complete before it (such as the health history form), their program, habits and documents. Their signed agreement and their answers stay in one place, and they do not create accounts in three different tools.
Step 6: get paid without another tool
Payments run through your own Stripe Connect or Razorpay account, with one-time payments, subscriptions and payment plans, and an invoice per transaction. Coachful charges a 0% platform fee; only Stripe or Razorpay processing applies. Current plans: Lite: $29/month for up to 5 clients; Solo: $49/month for up to 20 clients; Pro: $99/month with unlimited clients; Studio: $199/month with unlimited clients.
Why Coachful stands out: a free white-glove service. From Create, choose "We'll build it for you" and describe what you need: for example, your health history form, a booking funnel for free consultations, and a 12-week strength program. You can attach up to 8 reference links and up to 10 files, such as your existing PDF form and brand guide. The Coachful team builds it inside your own account, usually within about 24 hours, and leaves gaps for you to fill rather than inventing credentials or testimonials. It is included on every plan. Read how the white-glove build works.
Coachful has pages for fitness coaches and health coaches, and a hub of coaching forms and questionnaires.
What are the most common mistakes with health history forms?
Most problems come from asking too much, reading too little, or never updating the answers. These are the ones that cause real trouble.
- Collecting clinical records. Asking clients to upload lab results, scans or a full medical history turns a coaching form into a clinical file you are not set up to protect. Ask yes/no and short notes.
- A yes with no follow-through. A form that flags chest pain and a coach who trains the client anyway is worse than no form. Decide in advance what each yes triggers, and write the date clearance arrives.
- Diagnosing from the answers. "That sounds like plantar fasciitis" is outside a trainer's or health coach's scope. Say what you notice and refer.
- Generic copy-paste forms. A form written for a clinic asks about insurance and family history of rare conditions and skips what you need: equipment, schedule, past training.
- Filed and forgotten. Answers stored in a spreadsheet you never reopen do not protect anyone. Keep them on the record you plan from.
- Never re-screened. A client who starts a new medication or becomes pregnant six months in may not tell you unless you ask. Re-send Section 3 periodically.
- Calorie targets for a client with an eating disorder history. Even a well-meant macro plan can harm. Coordinate with their treatment team or keep nutrition off the plan.
- Mixing the form and the waiver. Keep any liability waiver as its own document reviewed for your jurisdiction.
If you also record sessions or share client stories, use separate consents: Coaching Session Recording Consent Form: Template and 7 Checks covers recording.
Is this template legal or medical advice?
No. This template and guide are general information for fitness and health coaches, not legal, medical or financial advice. Have a lawyer in your state or country review the consent, data and retention wording, especially if you coach clients in several countries or work alongside a clinic. Have a clinician you trust, or your certification body, review the screening questions if you work with clients with chronic conditions, pregnancy, or eating disorder histories. If HIPAA, GDPR or a local health privacy law applies to you, get advice on what you may collect and where you may store it before you send the form.
Where does this form fit in the rest of your setup?
The health history form is one document in a short sequence: booking questions, the agreement, the full form, then regular check-ins. If you are building that sequence from scratch, how to start a health coaching business covers the order to set things up, and the intake form generator drafts the wider intake questions around this health section.
Frequently asked questions
What should a health history form for personal trainers include?
At minimum: contact and emergency details, goals and current activity level, a yes/no screen for heart, breathing, dizziness and chronic conditions, medications that affect exercise, injuries and pain, pregnancy status, lifestyle factors, and a signed scope and consent statement. The template above covers all of these in ten sections.
Is a health history form the same as the PAR-Q+?
No. The PAR-Q+ is a specific, copyrighted readiness questionnaire published by its authors. A health history form is broader: it adds goals, injuries, lifestyle, eating history and logistics. Many trainers use the official PAR-Q+ alongside their own health history form.
When does a client need a doctor's clearance?
When they report chest pain, fainting, unusual breathlessness, known heart, metabolic or kidney disease (especially if not currently active), recent surgery, or pregnancy complications. ACSM's screening recommendations use current activity, known disease and symptoms to decide. Your certification body's guidance takes priority.
Can I store health history forms in Coachful?
Yes, for coaching information: intake answers, form responses and signed agreements are stored on the client record. Coachful is not HIPAA-certified and does not sign a business associate agreement, so it is not the place for clinical records, lab results or protected health information if HIPAA applies to you.
Do personal trainers need to comply with HIPAA?
Usually not, because HIPAA applies to covered entities such as providers who bill insurance electronically, health plans and clearinghouses, plus their business associates. Trainers working inside a clinic or receiving referrals under a clinic's agreement may be covered. Check the HHS definitions and ask a lawyer if you are unsure.
How often should clients update their health history?
Ask for a full update at least once a year and re-send the yes/no readiness section every six months, plus any time the client mentions a new diagnosis, medication, injury or pregnancy. A standing check-in question about health changes catches most of it week to week.
Should I ask about eating disorders on a fitness intake form?
Yes, gently and with an option to discuss it in person. The answer changes whether nutrition targets, weigh-ins or progress photos are appropriate. If a client has a current eating disorder, coordinate with their treatment team or refer before any nutrition coaching.
How long should I keep a client's health history form?
Keep it only as long as you need it for coaching and any record-keeping your insurer or local law requires, then delete it. State the retention period in the form. Data protection law such as the GDPR expects a defined purpose and limit for health data.
What is Coachful's free white-glove build service?
It is a free build service included on every Coachful plan. You describe what you need, such as a health history form, a consultation funnel or a program, attach up to 8 links and 10 files, and the Coachful team builds it inside your account, usually within about 24 hours.
Can I use this template for online clients?
Yes. Add the client's address and the emergency number for their country to Section 1, confirm they train with someone nearby or a phone in reach, and ask them to keep any inhaler or glucose within reach during live sessions.
