Personal Training Client Intake Form: Template and Example

A personal training client intake form is the document a new client completes before the first session so you can program safely and coach to the goal they actually have. The free template below has 11 sections: contact and emergency details, goals, training history, a health readiness screen, injuries and pain, relevant conditions, lifestyle, a nutrition snapshot, logistics, coaching preferences, and consent. Copy it, swap the [bracketed] fill-ins for your own details, and send it before you book the first workout.

You can run it from a PDF, a Google Form or a dedicated tool. We make Coachful, and that is where we would send it: the intake questions sit on your booking page, the training agreement is signed before the first session, and every answer is stored on the client record next to their sessions, check-ins, habits and invoices. The rest of this guide covers why each section matters, what trainers must add for safety and privacy, a filled example, and how the delivery options compare.

Coachful Intakes page with intake metrics and a table of intake calls — Coachful's Intakes page with demo data: total, upcoming and converted intakes and a conversion rate above the list of intake calls.

What goes in a personal training client intake form? The full template

Eleven sections cover what a trainer needs before loading a barbell or writing a first program. Keep the wording plain, put the readiness screen near the top of the health block, and mark which questions are optional.

[Your business name] New Client Intake Form

Thank you for choosing [Your business name]. This form helps me design training that is safe for you and built around your goals. It takes about 15 minutes. Your answers are confidential, stored securely in [where you store records], and used only to plan and adjust your training. If anything in the health section applies to you, we will talk about it before your first session.

Section 1. Your details

Full name, preferred name and pronouns (optional).
Date of birth.
Mobile number and email address.
Home city and time zone (for online clients).
Emergency contact: name, relationship and phone number.
GP or primary care doctor: name and practice (optional, but needed if I ask for medical clearance).
How did you hear about [Your business name]?

Section 2. Your goals

What is the main thing you want from training in the next 12 weeks? Be as specific as you like (for example, "deadlift my bodyweight", "walk up three flights without stopping", "drop a dress size for a wedding on [date]").
Why does that matter to you right now?
What would make you say, after three months, "this was worth it"?
Do you have a deadline or event: a race, a sports season, a wedding, a fitness test for work?
Rank these from most to least important: strength, muscle, fat loss, endurance, mobility, sport performance, energy, mental health, pain-free movement.
Have you tried to reach this goal before? What got in the way?

Section 3. Training history

How would you describe your current activity level? (sedentary / light, 1 to 2 days a week / moderate, 3 to 4 days / very active, 5+ days)
What does a normal week of exercise look like for you now? List each activity, how often and how long.
Have you worked with a personal trainer before? What did you like and not like?
Which of these have you done regularly: free weights, machines, bodyweight training, running, cycling, swimming, classes, team sport, yoga or Pilates, other: [ ].
If you lift, list any recent best lifts or working weights you remember (optional).
Exercises or training styles you enjoy:
Exercises or training styles you dislike or want to avoid:

Section 4. Health readiness screen

Answer yes or no. A "yes" does not mean you cannot train. It means I will ask you to check with your doctor before we start or before we increase intensity.

Has a doctor ever told you that you have a heart condition or high blood pressure?
Do you feel pain or pressure in your chest at rest, during daily activities or when you exercise?
In the past 12 months, have you lost balance because of dizziness or lost consciousness?
Have you been diagnosed with another chronic medical condition (other than heart disease or high blood pressure)? If yes, which?
Are you currently taking prescribed medication for a chronic medical condition?
Do you currently have, or have you had in the past 12 months, a bone, joint or soft tissue problem that could get worse with more activity?
Has a doctor ever said you should only do medically supervised physical activity?
Are you pregnant, or have you given birth in the past 12 months?
Have you had surgery in the past 12 months?

Section 5. Injuries, pain and movement limits

List any current injuries or areas of pain. For each: where, how long, and what makes it better or worse.
List past injuries, surgeries or fractures that still affect how you move.
Are you currently seeing a physiotherapist, chiropractor, osteopath or other practitioner? If yes, may I contact them to coordinate? (yes / no)
Rate any current pain from 0 (none) to 10 (worst imaginable), at rest and during activity.
Any movements you have been told to avoid (for example, overhead pressing, deep knee flexion, impact)?

Section 6. Conditions that affect training (optional, shared with your consent)

Do you have diabetes, asthma, epilepsy, osteoporosis, a hernia, or any condition that might affect how you respond to exercise? If yes, describe any symptoms I should watch for.
Do you carry an inhaler, glucose, an EpiPen or other medication I should know about during sessions? Where will it be?
Is there anything about your health you would prefer to discuss in person rather than write here? (yes / no)

Section 7. Lifestyle and recovery

Average hours of sleep per night, and how rested you feel on waking (1 to 5).
Typical stress level over the past month (1 to 5), and the main sources if you want to share them.
Your job: mostly sitting, mostly standing, physical labour, shift work?
Average daily steps if you track them.
Alcohol: drinks per week (optional).
Do you smoke or vape? (optional)

Section 8. Nutrition snapshot

I coach general healthy eating habits. Specific diets for medical conditions belong with a registered dietitian or your doctor.

Describe a typical day of eating, roughly.
Any allergies, intolerances or foods you do not eat for medical, ethical or religious reasons?
How much water do you drink on an average day?
Do you currently follow a diet plan or track calories or macros?
Would you like nutrition habits included in your coaching? (yes / no / not yet)

Section 9. Logistics

Training format: in person at [studio or gym name], online, or a mix?
Days and times you can reliably train: [ ].
Sessions per week you want with me, and sessions on your own.
Equipment you have at home or access to at your gym.
For online clients: can you film a set from the side on your phone? (yes / no)

Section 10. Coaching preferences

How do you like feedback: direct and short, or explained in detail?
How should I contact you between sessions: app messages, email or text?
How often would you like a check-in: daily, weekly or only at sessions?
What usually makes you skip a workout?
Is there anything else you want me to know before we start?

Section 11. Declarations and consent

I confirm the information above is accurate and complete to the best of my knowledge, and I will tell [Trainer name] promptly if my health changes.
I understand that [Trainer name] is a fitness professional, not a doctor or physiotherapist, and does not diagnose or treat medical conditions.
I consent to [Your business name] storing the health information in this form to plan safe training, as described in [link to privacy notice]. I can ask to see, correct or delete it at any time.
I agree to stop exercising and tell my trainer immediately if I feel chest pain, severe breathlessness, dizziness or unusual pain.
Optional: I consent to progress photos being taken and stored privately for my own tracking. (yes / no)
Signature: [ ] Date: [ ]

Build yours with the intake form generator

Why does each section matter, and what should you watch for?

Every section earns its place by changing a decision you make in the first two weeks: what to program, what to avoid, when to refer out, or how to keep the client turning up. The table below explains each one.

Section	Why it matters	What to watch for
1. Your details	You need an emergency contact before anyone exercises with you, and a time zone before you book online sessions.	A blank emergency contact. Make it required for in-person clients.
2. Goals	The goal drives exercise selection, volume and how you measure progress.	Vague goals ("get fit"). Follow up on the call and turn them into one number or one task.
3. Training history	Training age decides your starting loads and how much coaching each lift needs.	Clients who overstate experience. Confirm with a movement assessment in session one.
4. Health readiness screen	It flags the clients who need medical clearance before exercise.	Any "yes". Pause programming until it is discussed, and get clearance in writing where needed.
5. Injuries and pain	It tells you which positions and loads to modify.	Pain above 3 out of 10 at rest, or pain that is new, sharp or getting worse: refer out.
6. Conditions	Some conditions change session safety (hypos, asthma attacks, seizures).	Where emergency medication is kept. Write it on the client record, not just the form.
7. Lifestyle	Sleep, stress and job type shape recovery and how hard you can push.	Shift workers and new parents need flexible programming, not a fixed split.
8. Nutrition snapshot	It sets up habit coaching and shows allergies before you recommend any food.	Signs of disordered eating or a medical diet. Refer to a dietitian or doctor.
9. Logistics	Availability and equipment decide whether the plan is realistic.	A client promising five sessions a week around a full-time job and two children.
10. Preferences	How the client wants feedback and check-ins predicts whether they stay.	The answer to "what makes you skip" is your retention plan for month two.
11. Consent	You are storing health data, which many privacy laws treat as sensitive.	Unsigned forms. No signature, no first session.

If you want a shorter list to start from, our guide to coaching intake form questions explains how to phrase open questions, and the health coaching intake form template goes deeper on habits and lifestyle.

What must personal trainers add for safety, scope and privacy?

Four things sit around the template: a clear scope of practice, a medical clearance rule, a privacy notice for health data, and a separate agreement for payment and liability. None of them is optional for a working trainer.

Scope of practice: training is not treatment

A personal trainer designs and coaches exercise for healthy people and for people cleared to train. You do not diagnose pain, prescribe rehab for an injury, or set therapeutic diets. Say so on the form (Section 11, item 2) and say it again in the first session. When a client describes symptoms, your job is to stop, document and refer.

Red flags that need clearance from a doctor

Ask the client to see their doctor before you start, or before you raise intensity, if any of these appear on the form or in a session:

Red flag	What to do
Chest pain or pressure at rest or during exertion	Do not start. Doctor clearance in writing first; if it happens in a session, stop and call emergency services.
Fainting, loss of balance from dizziness, or palpitations	Pause training and refer to a doctor before any intense work.
Known heart condition, or high blood pressure that is not controlled	Get clearance and any limits from the client's doctor before programming.
Breathlessness out of proportion to the effort	Stop the session and refer.
Diabetes with frequent low blood sugar episodes	Ask the client to check with their doctor; keep fast-acting glucose at every session.
Pregnancy, or birth in the past 12 months, especially with complications	Get clearance, and train only within your qualifications for pre- and postnatal clients.
Surgery in the past 12 months, or a doctor's instruction to exercise only under supervision	Wait for written clearance and coordinate with the treating clinician.
Pain that is sharp, worsening, wakes the client at night or comes with numbness or tingling	Refer to a doctor or physiotherapist; do not train through it.
Signs of an eating disorder or rapid unexplained weight loss	Raise it gently and refer to a doctor; keep nutrition targets off the program.

The readiness questions in Section 4 are our own paraphrase in the spirit of widely used pre-exercise screens such as the PAR-Q+ from the PAR-Q+ Collaboration. If your certifying body or insurer requires the official PAR-Q+, use the official version from its publisher rather than copying it into your own form.

Sensitive data and local law

Health answers are sensitive personal data in many places. Under the UK and EU GDPR, health information is special category data that needs a lawful basis plus an extra condition, which for most trainers means explicit consent and a clear privacy notice. The General Data Protection Regulation also gives clients the right to see and delete their data. In the United States, HIPAA applies to covered entities such as healthcare providers and insurers, so most independent trainers fall outside it, but state privacy laws may still apply. Check with an attorney if you work alongside clinicians or bill insurance.

Collect only what changes your programming. If a question would not change a single exercise, drop it.

Keep the agreement separate

The intake form tells you about the client. Payment terms, cancellations, liability and the assumption of risk belong in a training agreement the client signs. Our personal training contract template covers those clauses.

What does a completed intake form look like? A filled example

Example only. The client below is fictional, made up to show how answers read and what a trainer does with them.

Client: Dana R., 41, project manager. Hybrid: two in-person sessions a week at the studio, one home session from an app program.

Goal (Section 2): "Deadlift 80 kg and stop my lower back aching after long days at the desk. My daughter's school runs a parent 5K in May and I want to run all of it."

Training history (Section 3): Moderately active. Walks the dog 30 minutes daily, did a beginner running app two years ago and stopped at week five. No lifting experience. Enjoys being outside; dislikes burpees and treadmills.

Readiness screen (Section 4): "Yes" to question 5: takes medication for an underactive thyroid. All other answers "no".

Injuries and pain (Section 5): Lower back ache, 3/10 by evening, 0/10 in the morning, better after walking. Not seeing a practitioner. No movements to avoid.

Lifestyle (Section 7): Sleeps 6 hours, rested 2 out of 5. Stress 4 out of 5 (work deadlines). Sits 8 to 9 hours a day. About 7,000 steps.

Nutrition (Section 8): Skips breakfast, large dinner. No allergies. Wants nutrition habits "not yet".

Logistics (Section 9): Tuesday and Thursday 6:30 am at the studio, Saturday at home with two kettlebells and a band.

Preferences (Section 10): Direct feedback, app messages, a weekly check-in. Skips workouts "when work runs late".

Consent (Section 11): Signed. Progress photos: no.

What the trainer does with it:

Thyroid medication: a controlled condition the client manages with her doctor. The trainer notes it, asks whether her doctor has set any exercise limits, and records the answer before programming.
Back ache: mild, worse with sitting, better with walking, no red flags. The trainer starts with hip hinge patterning, kettlebell deadlifts and walking breaks, and tells the client to report any change in the pain. If it rises or spreads, refer to a physiotherapist.
Run goal: a run-walk progression on Saturdays, with a date in the program for the May 5K.
Retention plan: work overruns are the skip trigger, so the Saturday home session is 25 minutes and can move to any day. Weekly check-in goes out on Friday.
Not now: nutrition stays out of the first block, as the client asked. Sleep becomes the first habit instead.

How should you send and store a personal trainer intake form?

Use a tool that keeps the answers on the client record you open before every session; a form that lives in an email attachment is a form nobody rereads. Here is how the common options compare. Vendor prices are as listed in October 2026.

Option	Cost	How the client completes it	Where answers end up	Limits
Coachful	Lite: $29/month for up to 5 clients	Intake questions on the booking page; agreement e-signed before the first call; client app with the trainer's branding	The client record, next to sessions, check-ins, habits, notes, workouts and invoices	Not HIPAA-certified, so clinical records belong in a clinical system; no PayPal
PDF or Word file	Software you already own	Printed and filled by hand, or typed and emailed back	Your inbox, a folder or a filing cabinet	Easy to lose, hard to search, no reminders; signatures are often missing
Google Forms or Docs	Included with a Google account	A shared link on any device	A spreadsheet of responses, separate from your schedule and payments	No client record; you copy answers across by hand; check your privacy obligations for health data
Standalone e-signature tool	Varies by vendor and plan	Signs a fillable document in the browser	The e-signature account, plus a PDF you file yourself	Good for signatures, weak for long questionnaires; another login and subscription
ABC Trainerize	Basic $0/mo for 1 client; Pro $25/mo for 5 clients	Inside the client's training app	The client profile in the app	Scheduling and payments are paid add-ons below Studio, per the vendor's pricing page
My PT Hub	Starter $25/mo (3 clients); Premium $59/mo (unlimited)	Inside the client app	The client profile alongside workouts and nutrition plans	No course builder, website or email marketing shown on the pricing page
Practice Better	Sprout $0/mo (3 clients); Starter $35/mo (10 clients)	Client portal	The practitioner's records, with charting	Built for wellness and nutrition practitioners; portal branding and SMS start on Plus ($99/mo)
Paperbell	$97/mo, single plan	Client portal	The client's page in Paperbell	No goal or habit tracking and no native mobile app (older vendor profile)

Fitness apps such as ABC Trainerize, My PT Hub, TrueCoach and Everfit are built around workouts and price by client count, so the intake form sits next to the program but the booking, agreement and invoicing often live elsewhere. For a wider look at options, see our comparisons of apps for personal trainers and intake and agreement software.

How do you set up the intake form in Coachful, step by step?

In Coachful, the intake form is one step in a client journey that runs from booking to the first invoice, all under one login. Here is how a personal trainer sets it up and what the client sees at each step.

A tablet showing a client coaching hub and a laptop showing an agreements screen in a training studio — Coachful's client coaching hub on a tablet and the coach's Agreements tab on a laptop, in a small training studio.

This short walkthrough shows how intakes work in Coachful:

Step 1: Put the intake questions on your consultation booking page

Create a session type for your free consultation or first assessment and add intake questions on booking. The client picks a time, answers the questions and gets a confirmation, with email reminders plus SMS and WhatsApp reminders once messaging is turned on. Calendar sync with Google, Apple or Outlook stops double bookings with your gym shifts. For the full questionnaire, keep the longer health sections in a form so the booking page stays short.

Coachful sessions calendar for September 2026 with colour-coded sessions — The sessions calendar in Coachful, filled with demo 1:1 sessions and group calls for September 2026.

Step 2: Review intakes before the call

The Intakes page lists every intake call with the answers attached, and tracks how many converted. Before the consult, read Sections 2, 4 and 5 and note any red flag you need to raise. Michelle, the built-in AI assistant, can brief you on a client before the session from their record.

Step 3: Send the training agreement for e-signature

When the client says yes, send your training agreement with e-signature before the first session. The signed copy is stored on the client record, so you never hunt through email for it. See coaching contracts for how agreements work.

Coachful Agreements tab with an empty state and a drop area for a signed PDF — The Agreements tab on a client record in Coachful, shown empty with a drop area for a signed PDF.

Step 4: Keep everything on the client record

Intake answers sit on the client record with goals, check-ins, habits, notes, tags, payments and sessions. Each client carries a status of thriving, active, quiet or at risk, so you can see who is drifting before they cancel. The client management page explains the record in more detail.

Coachful client overview with populated demo client profiles — Coachful's client overview with demo client profiles and illustrative activity summaries.

Step 5: Turn answers into a program, habits and check-ins

With the Fitness & Nutrition pack, you build workouts from an illustrated exercise library (supersets, circuits, AMRAP, EMOM, intervals, tempo) and attach your own demo videos. Clients log sets and see their history and PRs. You can add nutrition targets up to calories and macros, private progress photos and measurements (only if they opted in on the form), weekly check-ins, and private form-check videos with timestamped comments. Read more on the fitness and nutrition page and the Coachful for fitness coaches page.

The lifestyle answers become habits. In the example above, Dana's first habit was sleep; morning and evening check-ins turn that into a daily prompt.

Coachful coaching flows library with welcome, morning and evening check-in flows — The coaching flows library in Coachful with a welcome flow and morning and evening check-ins.

A laptop showing a habit tracking dashboard on a kitchen counter beside a shaker bottle and kettlebell — Coachful's Growing Habits dashboard with demo habits on a laptop beside a kettlebell.

Step 6: What the client sees

The client opens one app with your branding inside the Coachful app: their next session, programs, sessions, progress and documents. Pre-session items show as required, so an unfinished intake form is visible before the first workout. Clients enrolled in a group program join its cohort group automatically.

Client coaching hub showing the next session and a required pre-session item — What a client sees in Coachful: the next session, tabs for programs, sessions, progress and documents, and a required pre-session item (demo data).

Client Programs view with an enrolled group program and its current week — The demo Programs view a client sees: an enrolled program, its current week and members.

Step 7: Bill from the same place

Payments run through your own Stripe Connect or Razorpay account: one-time packages, subscriptions, payment plans and session credits, with an invoice per transaction plus manual invoices. Coachful charges a 0% platform fee; you pay only Stripe or Razorpay processing. For package ideas, see personal training packages.

Coachful Payments tab with an invoice table — Coachful's Payments tab with two demo invoices for a 30-day program.

Where forms live, and getting it built for you

Forms & Worksheets is one of the resource types you can deliver to clients, alongside courses, downloads and videos. You can draft the questions with the intake form generator and paste them in, or have the team build it.

Coachful resources page listing resource types including Forms and Worksheets — The resource types in Coachful, including Forms & Worksheets next to courses, downloads and videos.

Why Coachful stands out: a free white-glove service. From Create > We'll build it for you, you describe what you need, attach up to 8 reference links and up to 10 files (your current PDF intake form, logo, brand guide), and the Coachful team builds it inside your account, usually within about 24 hours. A form or worksheet is one of the things they build, as are websites, funnels, programs and email sequences. Nothing gets invented: no fake credentials, testimonials or prices; gaps are left for you to fill. It does not include recording videos, logo design or ad management. Read more about the free white-glove service.

Coachful Create page with the We will build it for you card — The Create page in Coachful with the card for the free white-glove build service.

Join Coachful now

What is Coachful, and who is it for?

Coachful is a coaching platform where one membership covers booking, payments, contracts, program delivery with habits and check-ins, courses, a community, a website with funnels and email, and an AI assistant. It suits personal trainers who deliver programs between sessions, solo trainers growing into a small team, and anyone replacing four to six separate tools. Plans are flat monthly, lower plans cap the number of clients, Pro is unlimited, and team plans add coach seats (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).

What it does not do: it is not HIPAA-certified and does not sign a BAA, so it is not for clinical records or insurance billing. It has no PayPal, no permanent free plan, no Garmin, Fitbit, Whoop or Oura sync, and no stock exercise videos; you attach your own demos. To start, take a free trial and ask for the free white-glove build to set up your intake form and first program.

What are the most common intake form mistakes trainers make?

Most mistakes come from treating the form as paperwork instead of a programming tool. These are the ones that cause real problems.

Collecting the form after the first session. Screening after someone has already trained defeats the purpose. Make the form a required pre-session step.
Ignoring a "yes" on the readiness screen. If a client ticks yes and you train them anyway, you carry the risk. Stop, discuss, document, and get clearance where needed.
Asking clinical questions you cannot act on. Full medical histories, lab values and medication doses belong in a clinician's records. Ask what changes your training.
Mixing intake and contract. A 12-page document with payment terms buried under health questions confuses clients. Send the intake form and the agreement as two documents.
Generic goal questions. "What are your fitness goals?" gets "tone up". Ask for a number, an event or a task.
Never rereading it. Review the form at every 12-week block. Goals shift, injuries heal, jobs change.
Storing health data in email. Inboxes get shared, forwarded and hacked. Keep answers in one place with access controls, and delete what you no longer need.
No privacy notice. Clients should know why you collect health data, where it is stored and how to delete it.
Skipping the emergency contact for online clients. Online clients exercise alone. You still need someone to call.

For a broader process, see how to create a coaching intake form and which onboarding steps to automate.

Is this intake form legal or medical advice?

No. This template is a practical starting point, not legal, medical or financial advice. Privacy, consent and record-keeping rules differ by country and state, and so do the requirements of your certifying body and insurer.

Ask a local lawyer to review the consent and privacy wording before you use it, especially if you train clients in more than one country or store data outside your own. Ask a doctor or physiotherapist to review your referral rules if you work with clients who have chronic conditions, are pregnant or postpartum, or are returning from surgery. If your insurer requires a specific screening form, use theirs.

How does the intake form fit into an online personal training business?

For online trainers, the intake form replaces the first face-to-face conversation, so it carries more weight. Add the filming question in Section 9, ask about home equipment in detail, and schedule a short video call to go over Sections 4 and 5 before you send the first program.

If you are moving studio clients online, our guide on moving in-person training clients online covers the switch, and how to start an online personal training business covers the rest of the setup.

Frequently asked questions

What should a personal training client intake form include?

At minimum: contact and emergency details, goals, training history, a health readiness screen, injuries and pain, lifestyle, logistics and signed consent. A short nutrition snapshot and coaching preferences help with retention. Keep payment and liability terms in a separate agreement.

Is this personal trainer intake form template free?

Yes. Copy the template, replace the [bracketed] fill-ins and use it in any tool. You can also generate a version with the intake form generator linked above.

Can I use the PAR-Q+ in my intake form?

The PAR-Q+ is published by the PAR-Q+ Collaboration, so use the official version from its publisher rather than retyping it. Section 4 of our template is our own paraphrase of the kind of readiness questions such screens ask. If your insurer or certifying body requires the official form, attach it alongside your intake.

When should a client get medical clearance before training?

When they report chest pain, fainting or dizziness, a heart condition, uncontrolled high blood pressure, recent surgery, pregnancy with complications, or a doctor's instruction to exercise only under supervision. Also when pain is sharp, worsening or comes with numbness. Get the clearance in writing and store it with the client record.

How long should an intake form be?

Aim for about 15 minutes to complete. Put the essential health and goal questions first and mark the rest optional. If clients abandon it, move the less critical sections to a conversation in the first session.

Do personal trainers need to follow HIPAA?

HIPAA applies to covered entities such as healthcare providers that bill insurance, health plans and clearinghouses. Most independent trainers are not covered entities, but state privacy laws, GDPR or other local laws may still apply to health data. Check with an attorney if you work inside a clinic or alongside clinicians.

Can Coachful store health information from an intake form?

Coachful stores intake answers, notes and form responses on the client record and is GDPR-ready, with full data export. It is not HIPAA-certified and does not sign a BAA, so clinical records belong in a clinical system. Collect only what you need to plan training.

What is Coachful's free white-glove service?

It is a free build service on every plan: you describe what you want, such as your intake form, a program or a website, attach links and files, and the Coachful team builds it in your account, usually within about 24 hours. It does not include recording videos, logo design or ad management.

How often should I update a client's intake form?

Review it at the start of every new training block, usually every 8 to 12 weeks, and any time the client reports a new injury, pregnancy, surgery or change in medication. A quick "has anything changed?" check-in covers most updates.

Should online clients fill in the same form as in-person clients?

Yes, with additions: home equipment, whether they can film sets, their time zone and a local emergency contact. Go over the health sections on a video call before the first program, since you will not see them move in person.